Muster Treuhand AG
Muster Treuhand AG

Welcome to Muster Treuhand AG

Answer the questions step by step and submit your documents securely – your firm takes care of the rest.

CH→DE pension fund · Withholding-tax-at-source reclaim

You are here: Muster Treuhand AG.

Reclaim of the Swiss withholding tax at source on a pension-fund payout (2nd pillar) for individuals resident in Germany. The German taxation of the income will be reviewed by your advisor in the next step.

10 questions 3 documents

Before you start

  • I was tax-resident in Germany at the time of the payout.
  • A Swiss pension-fund payout was credited to me.
  • Swiss withholding tax at source was withheld from the payout.

Continue without an account

  • Start right away — no sign-up needed
  • Your entries stay on this device
  • Create an account any time later

Create an account

  • Automatically saved
  • Reuse your data in future workflows
  • Free

By creating an account, you agree to the storage and processing of your data.

Your data is stored in the EU in compliance with GDPR.

Muster Treuhand AG · Muster-Kanzlei (Demo) · Musterweg 1 · 6300 Zug · Schweiz

Powered by crosstax. Your data is hosted securely and in compliance with the GDPR and the Swiss FADP, in data centres in the EU, Switzerland and Germany.