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  #21  
Old 03.03.2014, 14:07
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Re: Marriage and Taxation - Please Help!

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So lets say I was to get married mid year this year. What actually happens in terms of our tax situation, assuming we fill out our own tax forms rather than quellensteuer?

In other words, when in early 2015 we fill out our tax returns for 2014. Do we actually then just fill out one together?

Are we hit for some greater than normal amount than evens out over the next years, as seems to be indicated here?
Depends on the canton, here it's your marital status on December 31st that counts, others January 1st.

So, in our case, we got married in Sept. 2011, and in 2012 started doing joint forms (2011 tax year).

Tom
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  #22  
Old 03.03.2014, 14:12
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Re: Marriage and Taxation - Please Help!

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Taxable income is gross income.
Only for taxation at source.

Normal taxation is based on net, after all deductions.

Tom
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  #23  
Old 19.02.2015, 13:37
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Re: Marriage and Taxation - Please Help!

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Depends on the canton, here it's your marital status on December 31st that counts, others January 1st.
Anyone know what the case is for Basel Stadt? Tried googling various terms steuerstatus familienstand steuererklärung basel stadt

I fount out for Basel Land. Here, Marital status on Dec 31st is what matters. But I cannot find out for Basel Stadt.
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  #24  
Old 07.04.2015, 19:59
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Re: Marriage and Taxation - Please Help!

I am also interested in this topic as I am planning to get married, and after contacting my HR department have figured out that my tax rate will actually go down when married. This will also be the case for my partner.

After looking at the following documents on the Zurich Steueramt website it really looks to be the case:

This tarif is the amount of tax paid as a single person, showing with and without church tax as well as with different numbers of children:

http://www.steueramt.zh.ch/dam/finan...rif_2014_A.pdf

This form shows the tax paid as double earners:

http://www.steueramt.zh.ch/dam/finan...rif_2014_C.pdf

Does this mean that the rules used to be that salaries were added together and tax paid on the combined value, but now its changed to simple "double earner" tax?
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  #25  
Old 08.04.2015, 15:05
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Re: Marriage and Taxation - Please Help!

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Anyone know what the case is for Basel Stadt? Tried googling various terms steuerstatus familienstand steuererklärung basel stadt

I fount out for Basel Land. Here, Marital status on Dec 31st is what matters. But I cannot find out for Basel Stadt.
December 31st, confirmed with steuramt by email

Last edited by JoMiFa; 08.04.2015 at 15:05. Reason: more detail
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  #26  
Old 08.04.2015, 15:10
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Re: Marriage and Taxation - Please Help!

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Does this mean that the rules used to be that salaries were added together and tax paid on the combined value, but now its changed to simple "double earner" tax?
Not sure I fully understand you.
You example is for quellensteuer (quellensteuer is usually each month straight from salary), and yes here they simply charge each of you a separate double earner tax if you are married. Whereas if you were making a tax declaration (not quellensteuer) then you would pay the the tax on your combined salaries.
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  #27  
Old 08.04.2015, 17:56
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Re: Marriage and Taxation - Please Help!

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Not sure I fully understand you.
You example is for quellensteuer (quellensteuer is usually each month straight from salary), and yes here they simply charge each of you a separate double earner tax if you are married. Whereas if you were making a tax declaration (not quellensteuer) then you would pay the the tax on your combined salaries.
Ok so does that mean people on a C permit as opposed to a B permit are the only ones affected.. or do those on B permits also do a tax declaration in some situations?
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  #28  
Old 08.04.2015, 19:45
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Re: Marriage and Taxation - Please Help!

Affected by what?

B permit = Quellensteuer, unless you (OR your partner) more than 120000, or if employer has no office in Switzerland.

C permit is always tax declaration to my knowledge
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  #29  
Old 09.04.2015, 09:20
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Re: Marriage and Taxation - Please Help!

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B permit = Quellensteuer, unless you (OR your partner) more than 120000, or if employer has no office in Switzerland.
OR you a married to a Swiss.

Tom
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  #30  
Old 15.09.2015, 17:16
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Re: Marriage and Taxation - Please Help!

I would like to refresh this thread.

Do you know how/when do we become the bill with Marriage penalty ?

We get married in October last year. We have B permit, and we did not need to feel up the tax documents before.

After marriage we registered it in HR, and in Kreiseamt. But till now we did not get any papers from them.

Will we pay higher taxes also for year 2014 ?
When can we expect the bills ? Do they make it by themselves ?
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  #31  
Old 29.01.2016, 07:35
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Re: Marriage and Taxation - Please Help!

Isn't there a change coming up this year? I heard they would end this marriage penalty soon, but couldn't find any solid information on the Web
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  #32  
Old 29.01.2016, 08:14
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Re: Marriage and Taxation - Please Help!

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When can we expect the bills ? Do they make it by themselves ?
For (living in Basel) me they just start deducting more in your monthly payslip. If it doesn't happen straight away, they might do it retrospectively. It should not be a big difference though. In fact in Zurich I heard you pay a bit less after marriage. YOu can check easily in Comparis.ch what to expect.
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  #33  
Old 29.01.2016, 08:26
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Re: Marriage and Taxation - Please Help!

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For (living in Basel) me they just start deducting more in your monthly payslip. If it doesn't happen straight away, they might do it retrospectively. It should not be a big difference though. In fact in Zurich I heard you pay a bit less after marriage. YOu can check easily in Comparis.ch what to expect.
It's early. I think you meant to say "retroactively".
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  #34  
Old 29.01.2016, 08:33
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Re: Marriage and Taxation - Please Help!

I checked on comparis and when I simulate "married, single earner" the tax is x. When"married, double earners", the tax is a lot more!
Isn't that insane?? Switzerland is a joke.
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Old 29.01.2016, 09:00
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Re: Marriage and Taxation - Please Help!

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I checked on comparis and when I simulate "married, single earner" the tax is x. When"married, double earners", the tax is a lot more!
Isn't that insane?? Switzerland is a joke.
The calculator is not very clear. In salary you put in your own income, but it seems to be making an assumption about the spouse's income, without actually asking about it.
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Old 29.01.2016, 09:07
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Re: Marriage and Taxation - Please Help!

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The calculator is not very clear. In salary you put in your own income, but it seems to be making an assumption about the spouse's income, without actually asking about it.
That's true. Although when I went to this more official website, and put the 2 incomes, the difference was about 5000 more tax per year if you are married, if each earner makes about 80000: www.estv.admin.ch
Looks like couples do pay more, and there's no indication of the opposite. It's very frustrating.
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  #37  
Old 29.01.2016, 09:07
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Re: Marriage and Taxation - Please Help!

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Isn't there a change coming up this year? I heard they would end this marriage penalty soon, but couldn't find any solid information on the Web
There is a vote on this topic on February 28th.
https://www.admin.ch/gov/de/start/do...d-familie.html


Outcome is unclear, as it also defines the term "marriage" in a way wich would exclude gay marriages.
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  #38  
Old 29.01.2016, 09:56
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Re: Marriage and Taxation - Please Help!

Does this vote. Cover Quellensteuer too?
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  #39  
Old 29.01.2016, 10:45
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Re: Marriage and Taxation - Please Help!

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That's true. Although when I went to this more official website, and put the 2 incomes, the difference was about 5000 more tax per year if you are married, if each earner makes about 80000: www.estv.admin.ch
Looks like couples do pay more, and there's no indication of the opposite. It's very frustrating.
If just 1 of you works you will pay less. In taxation terms it's fair that better off people pay more tax, a married couple are considered as 1 unit with just 1 flat to rent.
Generally Swiss live at home till they are married.
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Old 29.01.2016, 10:46
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Re: Marriage and Taxation - Please Help!

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That's true. Although when I went to this more official website, and put the 2 incomes, the difference was about 5000 more tax per year if you are married, if each earner makes about 80000: www.estv.admin.ch
Looks like couples do pay more, and there's no indication of the opposite. It's very frustrating.
Have a few kids. That'll bring the tax rate down. Of course your household expenses do go up a bit.
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