Go Back   English Forum Switzerland > Help & tips > Finance/banking/taxation
Reply
 
Thread Tools Display Modes
  #1  
Old 06.06.2015, 19:18
LMG's Avatar
LMG LMG is offline
Junior Member
 
Join Date: May 2009
Location: Lausanne
Posts: 67
Groaned at 1 Time in 1 Post
Thanked 7 Times in 6 Posts
LMG has made some interesting contributions
Frais medicaux on tax return question

Am doing my first tax return and OK with everything except the frais medicaux and dentaire - do I have to enter all my medical bills here please? I think you only provide them IF the total exceeds 5% of your salary. Can someone please confirm?








If this is correct, I'm taxed at source so is this my brut or net salary? I did check to see if this has been answered before but unfortunately seem to be the only person in Switzerland to find this confusing :-)
Reply With Quote
  #2  
Old 06.06.2015, 21:46
Forum Veteran
 
Join Date: Nov 2011
Location: Mies
Posts: 537
Groaned at 6 Times in 4 Posts
Thanked 307 Times in 195 Posts
catandmouse has earned some respectcatandmouse has earned some respect
Re: Frais medicaux on tax return question

It's going to depend a little on which canton you're in, so you'll have to read the instructions. However if you don't get to the 5% limit (and I believe it is 5% of the net income after deductions usually), there's hardly any point in listing all the items. You have to have had significant bills, as you can you can only include the amounts you yourself have really paid after payments from your insurance.
Reply With Quote
This user would like to thank catandmouse for this useful post:
  #3  
Old 07.06.2015, 09:22
LMG's Avatar
LMG LMG is offline
Junior Member
 
Join Date: May 2009
Location: Lausanne
Posts: 67
Groaned at 1 Time in 1 Post
Thanked 7 Times in 6 Posts
LMG has made some interesting contributions
Re: Frais medicaux on tax return question

Thanks so much for the quick response and confirmation - am in Vaud and the instructions mentioned a 5% limit so I don't have enough. Never mind, that saves putting in a lot of information!
Reply With Quote
  #4  
Old 07.06.2015, 10:38
Newbie 1st class
 
Join Date: Jun 2011
Location: Zurich
Posts: 27
Groaned at 2 Times in 1 Post
Thanked 5 Times in 5 Posts
Paquito has made some interesting contributions
Re: Frais medicaux on tax return question

Hi,
The easiest is to get a certificate from your insurance that will automatically include all the bills they paid for you, like a summary, so you don't have to enter all the information manually, or send all the receipts enclosed with your declaration.
The summary will include all the bills until you get to the excess (franchise).
With my insurance is called "Attestation des prestations allouées". Then I only include that paper in my declaration.
I live in canton GE, and even though my medical expenses are low, still it counts towards deduction.

Regards,
Reply With Quote
This user would like to thank Paquito for this useful post:
  #5  
Old 07.06.2015, 10:44
Today only's Avatar
Forum Legend
 
Join Date: Dec 2010
Location: Europe
Posts: 3,759
Groaned at 484 Times in 294 Posts
Thanked 4,016 Times in 1,997 Posts
Today only has a reputation beyond reputeToday only has a reputation beyond reputeToday only has a reputation beyond reputeToday only has a reputation beyond reputeToday only has a reputation beyond repute
Re: Frais medicaux on tax return question

Unless you do your tax return yourself, the more you add in for deductions, the more you will pay to have you tax declaration done for you, therefore unless the amount is really significant, is it really worth doing, could even cost you money in some cases !
Reply With Quote
This user would like to thank Today only for this useful post:
  #6  
Old 08.06.2015, 10:28
LMG's Avatar
LMG LMG is offline
Junior Member
 
Join Date: May 2009
Location: Lausanne
Posts: 67
Groaned at 1 Time in 1 Post
Thanked 7 Times in 6 Posts
LMG has made some interesting contributions
Re: Frais medicaux on tax return question

Thanks all, I am doing it myself online, but haven't sent it yet. I don't have that many medical deductions but will add them as suggested - will do it manually though as I want to send the tax return automatically using the online process. I guess it won't do any harm to include them and might be of some benefit. Really appreciate your help - thank you.
Reply With Quote
  #7  
Old 08.06.2015, 11:09
Forum Veteran
 
Join Date: Nov 2011
Location: Mies
Posts: 537
Groaned at 6 Times in 4 Posts
Thanked 307 Times in 195 Posts
catandmouse has earned some respectcatandmouse has earned some respect
Re: Frais medicaux on tax return question

The list from the insurance company isn't much use in Vaud, as you can't send it with your tax return. You have to copy the items line by line into the tax return. Vaud doesn't want you to send any items in with the initial tax return.
As an addition to my previous post, the totality of what you pay seems to be deductible for the IFD (impôt fédéral direct) though not for cantonal, communal taxes where it has to exceed the 5 % barrier in the canton of VD. Whether it's worth entering all the items line by line just for the IFD is up to you to decide.
Reply With Quote
This user would like to thank catandmouse for this useful post:
  #8  
Old 08.06.2015, 12:41
LMG's Avatar
LMG LMG is offline
Junior Member
 
Join Date: May 2009
Location: Lausanne
Posts: 67
Groaned at 1 Time in 1 Post
Thanked 7 Times in 6 Posts
LMG has made some interesting contributions
Re: Frais medicaux on tax return question

Thanks for that clarification - I'll put them in anyway since I have a high franchise I paid for everything. I guess if it makes even a small deduction it would be helpful!
Reply With Quote
Reply




Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Tax Return Question amy123 Finance/banking/taxation 10 06.06.2015 18:01
Tax return question keenog Finance/banking/taxation 11 05.01.2015 23:50
Quick question on tax at source and tax on bonus AJJ Finance/banking/taxation 18 28.04.2011 14:24
Geneva Tax - Frais Professional (forfait vs effectif) wildboar Finance/banking/taxation 0 07.02.2011 14:49
Anyone Swiss or naturalised? Tax return question sarahw Finance/banking/taxation 4 11.02.2008 23:57


All times are GMT +2. The time now is 21:28.


Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2016, Jelsoft Enterprises Ltd.
LinkBacks Enabled by vBSEO 3.1.0