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

by crosstax.online · version 6

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.

Create an account – then add it
3
Sections
10
Questions
3
Documents

Requirements

  • 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.

Sections

  1. 1

    Exit statement & master data

    Payout date

    Pension institution

    Canton of the pension institution's registered office (e.g. ZH, BL)

    Last Swiss employer

    Exit statement (extra-mandatory portion with withholding tax at source)

    Certificate of residence from the German tax office

  2. 2

    Amounts on the exit statement – please review

    A · Regulatory vested-benefits payment

    B · Minimum amount under Art. 17 FZG

    C · Retirement assets under Art. 15 BVG (mandatory portion)

    BVG interest up to the payout

    Withholding-tax-at-source deduction (= reclaim)

    Statement of extra-mandatory contributions (for German taxation)

  3. 3

    Exchange rate

    Daily CHF/EUR rate on the payout date (e.g. 1.016322)