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Old 15.02.2014, 15:45
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3rd pillar pension top up while under WHT

Hi All,

i cannot find any threads covering this so I hope someone can respond speaking from experience.

I have just topped up my 3rd pillar with the max contribution in Dec 2013. This is tax deductible, but I am under withholding tax and do not need to file a tax return and would prefer not to. I was originally told by a UBS advisor that I could fill out a form and get this back on the individual amount (around CHF6700) relatively easily. This advice was a while ago now. Has anyone done this? I would appreciate knowing if others have done the same before I speak to the tax office and try to get this refund. I presume in my little village/town in Aargau this is a less frequent request than in say Zurich or other cantons where many expats live.

Some responses from personal experience gratefully received.

D
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Old 15.02.2014, 17:05
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Re: 3rd pillar pension top up while under WHT

Hi
you can find the form here.
Andy
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Old 15.02.2014, 17:30
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Re: 3rd pillar pension top up while under WHT

Does someone know where to find this form for Vaud?
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Old 16.02.2014, 18:37
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Re: 3rd pillar pension top up while under WHT

Many thanks Andytax!
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3rd pillar, pension, tax refund, withholding tax




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