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-   -   Income tax after change canton+marriage (https://www.englishforum.ch/finance-banking-taxation/214275-income-tax-after-change-canton-marriage.html)

happyrobbie 29.07.2014 13:05

Income tax after change canton+marriage
 
I lived in canton A in Jan/Feb 2014.
From March 2014 I moved to canton B, and at in the same time I am married. Now I live together with my spouse. He has always been living in canton B.

I know that in the beginning of 2015 I and my spouse will declare the tax for 2014 together rather than separately, and we will be treated as married all the year 2014 (as if we were married from 01/01/2014).

My question is on the estimated tax bills. I do not know how it is called exactly in English. In French it's "Impôt anticipé", which is the estimated tax of year N broke down into several small bills that you can choose to pay during year N. But you are not obliged to pay, because you will pay all the outstanding tax of year N after the tax declaration (which will happen in year N+1).

At the beginning of 2014, at that time we were not yet married. I and my spouse partially paid our bills respectively in two cantons.

Now after the marriage and change of canton, I stop receiving these bills from old canton A, but I do not receive new bills from canton B either. I think it is normal as canton B does not have my tax history and I moved in only in March. So I imagine that i will not receive any bills from them in 2014, which means that I will pay my 2014 tax all together as a big bill after the tax declaration in 2015.

But then, since our marriage, something changed on the bills sent to my spouse. Now there are two names on it (both him and me), but the amount is unchanged (the same as when he was single).

My question: does this mean that these bills are for both him and me and i should contribute?

Also, what will happen to the bills I already paid to canton A? If I understand correctly, I will be treated by canton B as living there all the year 2014 (as if I moved on 01/01/2014).

st2lemans 29.07.2014 13:45

Re: Income tax after change canton+marriage
 
Quote:

Originally Posted by happyrobbie (Post 2207693)
But then, since our marriage, something changed on the bills sent to my spouse. Now there are two names on it (both him and me), but the amount is unchanged (the same as when he was single).

My question: does this mean that these bills are for both him and me and i should contribute?

Yes, taxes and bills for married people are always joint.

Tom

andiholloway 29.07.2014 14:24

Re: Income tax after change canton+marriage
 
Hi,
First you must contact both cantons to elect in which canton you wish to pay 2014s taxes, I think perhaps you have already done this as you have now received a bill in both your names from canton B.
Then you need to add your old tax bill from canton A to your husbands bill in canton B, the total will be higher than the actual amount you will finally pay, given that married couples are taxed slightly less than 2 individuals.
So, I think your new bill hasn't changed, this is probably because the new canton (B) doesn't yet know your final income as a couple for 2014. I suggest you call them up, send and give them your 2013 salary, so they can send you a corrected bill. Otherwise you'll find you receive a Huge bill at the beginning of 2015, when they eventually calculate how much you earned as a couple!!
Best wishes.:D

happyrobbie 29.07.2014 14:27

Re: Income tax after change canton+marriage
 
Quote:

Originally Posted by st2lemans (Post 2207720)
Yes, taxes and bills for married people are always joint.

Tom

Thanks. I thought that a married couple would do the tax declaration together, but they would still receive separate bills. So I am wrong.

But if the bills are also together, how should the contribution from each party be determined? I would imagine that if the two sides have the same salary then the tax bill should be contributed by 50-50. But if the salaries are not the same?

Well, I guess it is no longer a tax question with an universal answer but something for which the couple should discuss and determine themselves.

happyrobbie 29.07.2014 14:34

Re: Income tax after change canton+marriage
 
Quote:

Originally Posted by andiholloway (Post 2207759)
Hi,
First you must contact both cantons to elect in which canton you wish to pay 2014s taxes, I think perhaps you have already done this as you have now received a bill in both your names from canton B.
Then you need to add your old tax bill from canton A to your husbands bill in canton B, the total will be higher than the actual amount you will finally pay, given that married couples are taxed slightly less than 2 individuals.
So, I think your new bill hasn't changed, this is probably because the new canton (B) doesn't yet know your final income as a couple for 2014. I suggest you call them up, send and give them your 2013 salary, so they can send you a corrected bill. Otherwise you'll find you receive a Huge bill at the beginning of 2015, when they eventually calculate how much you earned as a couple!!
Best wishes.:D

I think we will pay our 2014 tax in canton B because on their website it writes that the domicile and marriage status of 31 December 2014 will be used to calculate for all the year 2014 (so we will be treated as being married since 01/01/2014 and I will be treated as living in canton B since 01/01/2014).

When I move and register in canton B I asked them about what would happen to the tax but the lady was not very clear and said I should come again and ask at the end of 2014. I also called canton A in thinking that maybe they should reimburse my bills already paid during Jan/Feb, because canton B will finally calculate my tax as if I live there from 01/01/2014. But unfortunately they lady on the phone does not speak French (although canton A is canton BE where French is also an official language).

Sbrinz 29.07.2014 14:36

Re: Income tax after change canton+marriage
 
The payments you both made to Canton A will be taken into account when you get your final accounts for 2013, and any extra money will returned to you individually.

For Canton B taxes in 2014, you should start to save up for the surprises in 2015....

This calculator is accurate,
http://www.estv2.admin.ch/d/dienstle...uerrechner.htm

happyrobbie 29.07.2014 14:42

Re: Income tax after change canton+marriage
 
Quote:

Originally Posted by Sbrinz (Post 2207767)
The payments you both made to Canton A will be taken into account when you get your final accounts for 2013, and any extra money will returned to you individually.

For Canton B taxes in 2014, you should start to save up for the surprises in 2015....

This calculator is accurate,
http://www.estv2.admin.ch/d/dienstle...uerrechner.htm

I didn't make it clear. My spouse always lives in canton B. He had no relation with canton A at all.

I moved from canton A to B to join my spouse on 01/03/2014.

My spouse now continues to receive his bills from canton B as before, but now we read two names on the bills, but the amount is unchanged (the same as the bills when he was single).

And for me, I no longer receive bills from A (as I moved out), but I had paid two bills to them in Jan/Feb for the estimated tax of 2014.

According canton B, we will be taxed together for year 2014 as if we were married since 01/01/2014 and I will be treated as if I live in canton B since 01/01/2014.

st2lemans 29.07.2014 14:44

Re: Income tax after change canton+marriage
 
Quote:

Originally Posted by happyrobbie (Post 2207762)
But if the bills are also together, how should the contribution from each party be determined?

Income is combined, and a single bill issued, there are no individual contributions.

You can decide between you who contributes what.

Tom

Sbrinz 29.07.2014 14:50

Re: Income tax after change canton+marriage
 
Often you would be paying 2013 taxes in 2014. You need to read the bills carefully.

If you really did pay tax in advance to canton A for tax year 2014, you can ask for it to be returned.

happyrobbie 29.07.2014 14:52

Re: Income tax after change canton+marriage
 
Quote:

Originally Posted by Sbrinz (Post 2207782)
Often you would be paying 2013 taxes in 2014. You need to read the bills carefully.

If you really did pay tax in advance to canton A for tax year 2014, you can ask for it to be returned.

The bills I paid to canton A in Jan/Feb 2014 are for 2014 (estimated value paid in advance). I will try to contact them to see if I should get reimbursed.


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