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Old 01.06.2010, 19:45
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Re: 3rd pillar - taxation at source - how to get refund?

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I paid the maximum amount into Pillar 3a in 2008 (about 6300CHF).

Then I submitted the form for a refund. They wrote back saying I had to submit a full tax return, which I did.

Today I got a letter from the Gemeinde with the final settlement amount, but there is no mention of the 3a refund. I also had various other statements from other state tax offices, which are impossible to understand.

Does anyone know from whom I should expect this refund?

For the amount of hassle involved, Paying into a 3a does not seem like a wise move.
If you submitted a full tax return, then you would (should?) have deducted the 3a-contribution to calculate the taxable income. The tax-at-source is then set off against the assessed tax. There may be a refund, depending on where you live.
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