Jump to content
Complete France Forum

Declaring interest on joint account


jojo

Recommended Posts

My partner and I have a joint savings account and so we need to declare the interest on our seperate tax return forms. Do we simply divide the amount of interest 50/50 and put this figure on each form or does the whole amount have to be declared on one of the forms only and nothing on the other? Obviously we will not put the whole amount on both forms or we will be paying twice. Also, does anyone know this years euro conversion rate?
Link to comment
Share on other sites

Why are you completing separate forms?  Tax is determined by household in France so you complete just one joint tax form, you add your conjointe to your form, if this your partner and not your business partner.  If it is your business partner,  then split the amount if that is how the interest is divided. Use the average € rate for the year, probably about 1,45€/£1

Link to comment
Share on other sites

We are submitting separate forms as we are not married. The first year (2004) we sent in a joint declaration for myself and conjoint, but my partners information was disregarded as we are not married or PACS. The same happened with our friends who were not married at the time, so last year we sent separate declarations. Also, I mentioned this at the impot office when our taxe habitation was calculated, (the house is own solely by myself) and was informed that as we are not married, only myself and our daughter would be taken into consideration i.e. 1.5 parts and not 2.5 parts, although we obviously all live at the same address. Our only income is interest an account which is held in my name only, my partner not having an income, so it seems it would be advantagous to either have a joint bank account, split the amount invested into two accounts, or get married!

Link to comment
Share on other sites

  • 2 weeks later...

I am also confused by this one.       I live together with my partner and asked the woman at tax office if we could complete one form between us, and was told no, complete separate forms.

Anyway, finally mustered up courage to look at forms today and there on the first page of form 2042 is a section for 'conjoint' - so why can't you just complete one form.   Have I missed something, or does conjoint mean something other than what I always thought it meant ?

Link to comment
Share on other sites

Archived

This topic is now archived and is closed to further replies.

×
×
  • Create New...