SteveRR

Many thanks pachapapa. That's very useful to know. Steve

Parsnips, thanks very much for that. Your response crossed with my last post as we were only a few minutes apart in posting. I think what you are saying clarifies the situation to me re. the correlation between the treaties and the method of filling out the forms under 2047 VI & 2042 8TK. Thank you. Interesting, also, that Another used the more traditional method of completion last year & it was fine with his local tax office..all part of the fun I guess!? As mentioned I plan to obtain the forms as soon as available from the local tax office & will take it carefully from there. Much appreciated, Steve

Thanks Norman, I think for me to see the wood from the trees with this I do need to obtain the particular forms that my local Hotel des Impots are using. Otherwise I am second guessing in advance what I am doing with all this. I take on board what you are saying about the new system of tax credits against tax already paid in the U.K. Thinking aloud this, I would imagine, probably explains the differences between the older & new format forms & explains why Another & Parsnips have offered slightly different but nevertheless accurate & correct advice to me. I have heard of the inconsistencies & vagaries of French bureaucracy from others & I think it is so far living up to expectations.. I think you are offering wise words in suggesting that in my position I should do as I am told as long as it is not to my disadvantage. I will check with the local Hotel des Impots on the availability of the 2011 forms & take it from there. Many thanks again to all those who have helped me. Steve

I am amazed and impressed by the speed and quality of your responses. That really is very, very useful indeed. Cooperlola, Another, Parnips & NormanH thank you ever so much for helping me with this one. I really do appreciate it. Hello also to Russethouse.   Norman, I was about to post something suggesting that, perhaps, Parsnips might be using an updated version of the forms. Which might account for the two small differences between them in terms of the particular section & entry numbers concerned.  I think I am probably using the same forms as Another however, notwitstanding this being the case, if the French text & description for the Section / individual entry concerned marries up with mine o.k. (as I set out in my first post) then I think we are all in agreement on what should be filled in & where.. I hope that makes sense! In other words I should be filling in the following: Form 2047 - Section VII (equivalent to Section VI under the new version of form 2047) which should read "REVENUS EXONERES PRIS EN COMPTE POUR LE CALCUL DU TAX EFFECTIF" or something very similar under the updated form? Form 2042 - 8TI DIVERS (equivalent to 8TK under the new version of form 2042) which should read "- Revenus exoneres (y compris salaires et primes des detaches a l’etranger) non declares page 3, retenus pour le calcul du tax effectif………….8TI _______" or something similar under the updated form? Does this make sense Parsnips do you think? Or do the sections/entries you refer to say something different?                       ___________________________________________________________________________________ As an aside, Parsnips & Another, I notice that under Form 2042 - 8I DIVERS, item 8TI (as above) talks about "Revenus exoneres.......non declares page 3..."  My only thought on this being that this seems to be saying "Exempt income....not declared on page 3.."   This is why I thought that perhaps I should be not be declaring my income under the main section "1I TRAITEMENTS, SALAIRES, PRIME POUR L'EMPLOI..." on page 3 of the form.  Sorry to throw that at you but just wanted to check with you on this. I do hear what you are all saying, however, about the need to enter all income under the main section(s) of both the 2042 and 2047 forms and that from experience this is how the forms are filled out. Certainly what you saying in this respect does make perfect sense but just confused by the specific text under 8TI. Otherwise, as I say, my mind is put at rest by your great responses. I even now know how I think I will sort out the infamous rate of exchange issue! Thank you all very much! Steve                  

Thanks cooperlola. I had the same problem re. forum posts & it turned out to be the updated browser I was using. I normally use google chrome but to be able to read forum posts & to edit and format my above post I had to revert to a more old fashioned browser, Internet Explorer in my case. The moment I did this everything was fine. Yes, I did have a look at the Forum FAQs on tax returns which is where I obtained all my existing info. from. It was an excellent starting point for me I have to say. Thanks very much for your response Cooperlola. Nice to speak with you through the written word.. Kind regards, Steve

Hello everyone. This is my first post here although I have been reading the topics on the forum for a few months now. An appeal for a little bit of help really! I wonder if there is anyone out there who like me might be working in the U.K. but living in France? To cut a long story short I became resident in France at the beginning of December 2011. Only been here for a short while.I am living in France with my wife & son & we are hopeful of achieving a more relaxed lifestyle over here. I am a recovering cancer patient & I am going for a quieter life although I am keen to remain employed & working. I will, however, be working less hours & my salary is reduced to reflect this. I am now facing the challenge of completing my first French income tax return. I am really hoping that people here can help me in answering a few basic questions I have to guide me in how I should fill-out the French Income tax forms. My understanding of French is not too bad so I have gone through the forms carefully but I do have a few hopefully sraightforward questions.      My Background - working exclusively back in the U.K. My employment situation is very straightforward in that I shall not be working in France. Also, I shall not be performing any work activities whilst physically located in France (including the fact I will not be performing any work on the computer or via the internet whilst located in France).  I remain employed by my U.K. employer and I will be travelling back to the U.K. every month to perform my work. I will be working in the U.K. only for about 7 days a month. I have consulted with HMRC in the U.K. and they have confirmed that I remain liable to pay full U.K. income tax and in addition I will continue to pay my normal N.I. contributions. HMRC have confirmed a revised tax code to my U.K. employer to reflect this situation. I believe therefore my U.K. income is tax exempt in France but that nevertheless it should be declared in the correct manner to the French Tax authorities. Incidentally I have now also been issued with a Worker’s S1 certificate by the U.K. authorities which provides health cover in France for myself & my family whilst we are living in France (subject to top-up insurance). So I should also be exempt from having to pay any social charges in France to fund our health cover. 　                                       __________________________________________________________________________ 　 I have downloaded from the internet the applicable (I hope!) previous year’s French Tax Return forms (i.e. to cover the tax year 2010) and I am doing a dummy run in filling these out to make sure I know what I am doing & that what I am doing is correct! The forms I have downloaded are: No. 2042 "DECLARATION DES REVENUS 2010" No. 2047 "DECLARATIONS DES REVENUS ENCAISSES A L’ETRANGER 2010 PAR UN CONTRIBUABLE DOMICILE EN FRANCE" No. 3916 "DECLARATION PAR UN RESIDENT D’UN COMPTE OUVERT HORS DE FRANCE" i.e. the three basic tax forms specified under your Frequently Asked Questions Income Tax thread on this forum. 　 My specific questions / queries are as follows (Please Note - for the purpose of these questions I refer to 2011 in the title/content of the particular forms – to hopefully avoid any confusion!): FORMULAIRE No. 2042 "DECLARATION DES REVENUS 2011" Question One: (General question) I presume I should only be declaring my U.K. income from the actual date (last year) when I became resident in France? i.e. in my case the income relevant to the period from the beginning of December 2011 until year end. Is this correct? Question two: On page 3 of the form -  1I TRAITEMENTS, SALAIRE, PRIME POUR L’EMPLOI, PENSIONS ET RENTES TRAITEMENTS, SALAIRES Revenus d’activite…..                                VOUS       CONJOINT        1st PERS. A CHARGE           2nd PERS. A CHARGE (etc.) (this is the main table of the form to declare "vos revenus") I presume I should not be entering my U.K. income here as it is tax exempt income in France. Is this correct? Question three: Page 4 of formulaire 8I DIVERS Personnes domiciliees en France percevant des revenus a l’etranger cf. declaration no 2047 - Revenus exoneres (y compris salaires et primes des detaches a l’etranger) non declares page 3, retenus pour le calcul du tax effectif…..8TI _______ I think this where I should enter my U.K. income (tax emempt in France)  i.e. a suitable entry should be made against box 8TI Is this correct? 　 FORMULAIRE No. 2047 "DECLARATION DES REVENUS ENCAISSES A L’ETRANGER 2011 PAR UN CONTRIBUABLE DOMICILE EN FRANCE" Question one: Pg. 1 of formulaire 1. TRAITEMENTS, SALAIRES, PENSIONS ET RENTES (voir egalement no. VIII p.4) As with Question two under "No. 2042 "DECLARATION DES REVENUS 2011" I do not think I should enter my U.K. income here as it is tax exempt income in France. Again is my thinking correct? Question two: Pg. 4 of formulaire VII. REVENUS EXONERES PRIS EN COMPTE POUR LE CALCUL DU TAX EFFECTIF I believe that I should enter the details of my U.K. income within the table under this particular section. I this correct? Question three: Should the amount of my U.K. National insurance contributions (social contributions in France) be entered & specified anywhere on this form? I note that under "VII REVENUS EXONERES PRIS EN COMPTE…." it states that amounts entered into the table of "revenus" should exclude social contributions. As previously mentioned I am in possession of a Worker’s S1 certificate which should exclude me from having to paying any social contributions in France. 　 FORMULAIRE no. 3916 "DECLARATION PAR UN RESIDENT D’UN COMPTE OUVERT HORS DE FRANCE" Question: In my position as an employee working exclusively in the U.K. (who holds a current & valid U.K. bank account into which the salary is paid) should I be completing section 2 or 3 of this form? (n.b. sections 1. & 4. are obligatory). Having read this carefully I think it is section 2.2 that I should be filling out but if so I am slightly confused by some of the required entries. For example: "Forme juridique de votre entreprise" I am an employee – it is not my company. Do I leave this blank? Numero SIRET: What is this? Do I leave this blank? Can some please guide me on this? ______________________________________________________________________ 　 Any help would be hugely appreciated as funds are a bit tight & would rather do this myself rather than pay an accountant for something I should be able to do with a bit of help from those who have done this sort of thing before.  I really hope I am not being a nuisance in asking for help but a friend has told me that there should be some kind hearted people on here with good experience of French tax returns! In particular if there is anyone out there in a similar position to myself (i.e. working in the U.K. but living in France & commuting between the two countries) it would be an enormous help to me to have their advice & assistance. Any help that can be offered would be hugely appreciated. Very best wishes, Steve P.S. in the first instance should I contact the local Hotel des Impots or can I just download the latest forms from the French Tax authorities’ website when they are available (end of this month?)? What would you recommend?