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Social Charges - a result


freddie frog

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Further to my original post I seem to have won an argument with my local Hotel des Impots - after furnishing them with a copy of my E121 they agree that no CSG or CRDS Charges should have been paid on our pension income.  They have helped us fill out a 'reclamation' form which should see a repayment, eventually.

It is interesting to note that on our first visit yesterday they were very vague about the subject & the lady said she knew nothing about any EU directive regarding E121 holders not being subject to these payments.  We were then asked to furnish a copy of our E121 which fortunately we had & returned today to do battle.  It seems the lady had done her homework overnight because this morning she agreed, without question, that due to the E121 we were disqualified from paying CSG & CRDS on our pensions & issued a repayment form for the last tax year.

I only mention all this nausea because it may help other like persons on E121's receiving pension payments & being charged CSG & CRDS on them shouldn't be paying.  It also seems that you have to present your E121 to your local tax office to stand any chance of not being charged these Social Charges.  My thanks to replies & especially to Eleanor O'Kane, editor Living France, for her help in obtaining this result.[:)]

It's still  raining in the Charente where we are [:(].

 Freddie Frog

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FF, is your tax office at Ruffec? I am going thro' the same performance. I had a demand for 2 year's back tax plus interest. After writing and quoting Form 2041GG and the European court ruling and stating that the tax was not imposable as I did not pay French social charges, I have now had a letter asking me to prove that I do not pay same! Latest is that I telephoned Newcastle and now await a letter proving I hold an E121....

 

Still raining, good weather for frogs though.Smile [:)]

 

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Yes, have read this in other posts but as we were not too sure we actually took our tax forms to our Hotel des Impots who completed them for us with figures supplied by us.  We didn't actually put any amounts in any set boxes, we trusted them to know what they were doing which is the disappointing bit.

I'm sure we are now much wiser & hear what you say.

FF

 

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Ron, The demand was for the half percent on our pension incomes for '05 and '06, not a small amount. The 11% was paid at the normal time with income tax.

 

SD, I followed your previous instructions religously, box TL was left blank. The fact that it was not completed was noted in the revision note from Ruffec Impots.

,

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[quote user="Mikew"]

.... I had a demand for 2 year's back tax plus interest.... 

... the tax was not imposable as I did not pay French social charges....

[/quote]

Re-reading the above, I'm a bit puzzled, Mike...

2 years unpaid back tax doesn't sound like overpaid social charges.  Did you mean to say that the social charges were not imposable because you don't pay heathcare contributions?

 

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SD,

I left box TL unfilled, the rest of the tax form was correctly filled in and generated the correct income tax and 11% on our unearned savings interest. No problem. The letter I received demanded the unpaid half percent CSG/CRDS on the whole of our pension income, because someone noticed box TL was not filled in and thought it should be. They seem not to know about E121s.

The social charges bit was referring to 2041GG.

 

 

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Seems like not entering anything in box TL, as suggested on previous posts, did not a lot for you then!

I am beginning to think that some Hotel des Impots staff are unaware of the E121 & its effect on CSG & CRDS.  It maybe a simple thing like E121 is mainly a Health entitlement & dealt with by the CPAM, not the local Tax Office.  I only say this because, in my case, sight of the E121 appeared to change the whole situation with exoneration of these payments.

Good luck with your claim Mikew,

FF[:D]

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