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Old 04.02.2010, 22:28
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3rd pillar - taxation at source - how to get refund?

Hello,

sorry bothering you again with this.

I opened a 3rd pillar account last year, put my 6k in it and now I need to fill in a form to get the refund (taxed at source).

Can anybody tell me which one I should take from here?

http://www.steueramt.zh.ch/html/formulare/index.htm

Many thanks.
Chiara
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Old 06.02.2010, 17:20
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Re: 3rd pillar - taxation at source - how to get refund?

On the Tax-Website you had posted scroll down to the Section (Headline) Quellensteuer (a bit further than half way down), choose the 3rd pdf (Antrag auf Korrekturberechnung der Quellensteuer".
There is a tick-box named "Säule 3a" ...

I think this is the one you need.

Gina
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Old 06.02.2010, 19:57
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Re: 3rd pillar - taxation at source - how to get refund?

Many thanks :-)
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Old 08.02.2010, 19:45
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Re: 3rd pillar - taxation at source - how to get refund?

You also need to attach your Lohnausweis (swiss Salary certificate) as well as the Pillar 3a certification from the financial institution that you put money into (Original) with the form.

I sent mine via registred mail, and got my refund in approx 8 months from the date of posting (speaking from my experience last year)
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Old 09.02.2010, 08:18
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Re: 3rd pillar - taxation at source - how to get refund?

Thank you for the additional information!

What do you mean by "I sent mine via registred mail"? Is there a way to do it online?
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Old 09.02.2010, 11:34
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Re: 3rd pillar - taxation at source - how to get refund?

Registered mail = sent via the post. just to make sure the forms arrive at the steueramt.

I am not sure if it can done online. If there is something that works online I would like to know it too!
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Old 09.02.2010, 12:16
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Re: 3rd pillar - taxation at source - how to get refund?

Got it!

I used to do my tax declaration online in France, so I hoped there would be a way here as well...

Thanks!
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