Jump to content

tax declaration, what else?


Recommended Posts

Make sure you have also declared the names and numbers of accounts, etc. on 3916.

The bank interest and NSI information needs to go on 2047 which has calculations which then need to be copied back to 2042.

If you are completing online, you need to jump from 2042 to 2047 as soon as you can after the first few screens as the information from 2047 is automatically transferred back to 2042 once you get to the end of 2047. I don't know if it is still the case but in the past, if you didn't do things that way it was possible to put data on 2042 and after completing 2047 the figures from that were copied back to 2042 which doubled the mounts being declared!

The bank interest and NSI goes on line 233 and add the total to the box on the right. As they are now paid gross, you put 0 in line 234 so 235 is the same as 233. Ignore 236 and 237. Total down to 238 and then to 252. The figure in 252 is the figure which will be copied back to 2TR on 2042. Online, keep going through the 2047 pages until the page where you say yes to "report"/automatically transfer the figures back to 2042.

You should to tick 8UU on 2042 which, when online, will bring up 3916 otherwise you need to download and complete that separately.

There is also 2OP on 2042 which will mean the interest is taxed at your highest band rather than the (usually higher) flat rate

From the 2042 notes

Plus-values et gains divers

Les plus-values de cession de valeurs mobilières réalisées depuis le 1er janvier 2018 sont soumises au PFU de 12,8% (auquel s’ajoutent les prélèvements sociaux de 17,2%). Cependant, en cochant la case 2OP, vous optez pour une imposition globale de ces gains et de vos revenus mobiliers au barème progressif de l’impôt sur le revenu (auquel s’ajoutent les prélèvements sociaux).
Link to comment
Share on other sites

Please sign in to comment

You will be able to leave a comment after signing in



Sign In Now
 Share

×
×
  • Create New...