Should all pension-related assets (e.g. 2nd pillar, 3rd pillar) be declared somewhere (for the calculation of fortune tax)?
What about some foreign pension assets? E.g. in Poland I have special account called IKE, IKZE, which in my case are brokerage accounts. Should I declare the shares hold on those accounts?
Put them in. Just use the data from your Broker / Polish source and state what the source is for the tax office.
2nd Pillar and 3a are not declared, they do not count towards Wealth Tax. 3b assets have to be listed.
All your holdings outside of 2/3a Pillar have to be declared.
Generally speaking all accounts have to be declared including Cryptocurrencies. There is an exemption that e.g. Prepaid Cards don’t have to be declared if there is only an amount on it for your “own consumption”. I do not declare Revolut as I believe this falls under that rule for me as I only load on it what I use within the next few days/weeks.
This IKE/IKZE in Poland are kind of similar to 3rd pillar in CH. That’s why I thought that maybe I can omit them in the declaration. Perhaps some Polish colleagues can let me know how they do it?
I am in GE (not VD), and use an accountant to help me with taxes, and one year they put IKE/IKZE on the list, and for the next year declaration they removed IKE/IKZE accounts completely from the account list (wealth declaration) with a comment that’s a 3rd Pillar-like account in PL.
I suppose the best would be to ask the tax office by e-mail - you would get an answer “in writing” this way.
1 Like
By reading and partipating to this forum, you confirm you have read and agree with the disclaimer presented on http://www.mustachianpost.com/
En lisant et participant à ce forum, vous confirmez avoir lu et être d'accord avec l'avis de dégagement de responsabilité présenté sur http://www.mustachianpost.com/fr/