Go Back   English Forum Switzerland > Help & tips > Finance/banking/taxation  
Reply
 
Thread Tools Display Modes
  #1  
Old 08.10.2019, 16:35
Newbie
 
Join Date: Oct 2019
Location: Turgi
Posts: 1
Groaned at 0 Times in 0 Posts
Thanked 0 Times in 0 Posts
phunkyjelly has no particular reputation at present
Tax refund - Ruckerstattung von Quellensteuern

Hello guys,

I'm new to this forum and would like to ask about how tax refunds work here..

I've recently received a document from the Aargau Tax office stating I am eligible for a tax refund of around 15k CHF.
However as it says this amount will be transferred to my Gemeinde and will be sitting to my "personal tax account" there and will be used for future tax payments of mine ? Also as my employer told me, it will be used in case I have to pay additional tax like the Bundessteuer ?

Unfortunately all the above are not totally clear to me...

1. What happens if I don't have to pay any additional tax like that Bundessteuer ? Will the money be sitting at the Gemeinde forever ??
2. Why aren't they paying this amount directly to me ?

Apologies for my ignorance on how the tax system works here...

I would be really grateful for some clear explanation on this ...

Many thanks in advance,
George
Reply With Quote
  #2  
Old 13.10.2019, 10:11
Forum Veteran
 
Join Date: Dec 2012
Location: Aargau
Posts: 2,402
Groaned at 11 Times in 10 Posts
Thanked 3,199 Times in 1,443 Posts
Mullhollander has a reputation beyond reputeMullhollander has a reputation beyond reputeMullhollander has a reputation beyond reputeMullhollander has a reputation beyond reputeMullhollander has a reputation beyond repute
Re: Tax refund - Ruckerstattung von Quellensteuern

Some tax offices have a policy to pay out prior year tax refunds only after payments for open tax periods have been received. See this webpage as an example of this policy (German):

https://www.maur.ch/xml_1/internet/d.../d383/f413.cfm

You might wish to contact your local tax office for its policy regarding payouts of tax refunds.
Reply With Quote
  #3  
Old 26.01.2020, 11:10
Junior Member
 
Join Date: Mar 2014
Location: Zug
Posts: 96
Groaned at 2 Times in 1 Post
Thanked 37 Times in 28 Posts
Cider Woman has earned some respectCider Woman has earned some respect
Re: Tax refund - Ruckerstattung von Quellensteuern

Hi there, I am not sure if I should be posting this here or separately.

I am also due a refund (ZG) and at October last year, my tax affairs were up to date. I wrote to the case worker about 6 weeks ago asking for the form to claim my refund and heard nothing. I cannot find anything suitable online.

Any ideas where/how to get my refund repaid?

It'll be summer 2020 before I get my Swiss tax return submitted as I do the UK and CH forms together. I anticipate I will be due another refund as I have made pension contributions.

Many thanks
CW
Reply With Quote
  #4  
Old 26.01.2020, 11:15
roegner's Avatar
Moderately Dutch
 
Join Date: May 2011
Location: Zurich
Posts: 9,947
Groaned at 341 Times in 283 Posts
Thanked 11,618 Times in 5,663 Posts
roegner has a reputation beyond reputeroegner has a reputation beyond reputeroegner has a reputation beyond reputeroegner has a reputation beyond reputeroegner has a reputation beyond reputeroegner has a reputation beyond repute
Re: Tax refund - Ruckerstattung von Quellensteuern

Quote:
View Post
Hi there, I am not sure if I should be posting this here or separately.

I am also due a refund (ZG) and at October last year, my tax affairs were up to date. I wrote to the case worker about 6 weeks ago asking for the form to claim my refund and heard nothing. I cannot find anything suitable online.

Any ideas where/how to get my refund repaid?

It'll be summer 2020 before I get my Swiss tax return submitted as I do the UK and CH forms together. I anticipate I will be due another refund as I have made pension contributions.

Many thanks
CW
Are you on a B or a C permit? With a B I got it back automatically as the taxes were deducted so they did not have to see if I paid in for the following months/year.
Reply With Quote
The following 2 users would like to thank roegner for this useful post:
  #5  
Old 26.01.2020, 11:51
aSwissInTheUS's Avatar
Forum Legend
 
Join Date: Nov 2007
Location: Zurich area
Posts: 11,486
Groaned at 86 Times in 77 Posts
Thanked 17,471 Times in 7,764 Posts
aSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond repute
Re: Tax refund - Ruckerstattung von Quellensteuern

Quote:
View Post
I am also due a refund (ZG) and at October last year, my tax affairs were up to date.
Do you mean with that, that in October you sent in the tax declaration and all the requested supporting documents? In that case have a big LOL. It was put on a big pile and will be processed sometime. In a few months, or in a year and a half, or later.
Reply With Quote
The following 4 users would like to thank aSwissInTheUS for this useful post:
  #6  
Old 26.01.2020, 12:07
Forum Veteran
 
Join Date: Dec 2012
Location: Aargau
Posts: 2,402
Groaned at 11 Times in 10 Posts
Thanked 3,199 Times in 1,443 Posts
Mullhollander has a reputation beyond reputeMullhollander has a reputation beyond reputeMullhollander has a reputation beyond reputeMullhollander has a reputation beyond reputeMullhollander has a reputation beyond repute
Re: Tax refund - Ruckerstattung von Quellensteuern

If you are subject to Quellensteuer and your earned income is less than CHF 120'000 but have other deductions, e.g., interest on debt, Pillar III or additional Pillar II contributions, alimony payments, expenses as a weekly cross-border resident, etc., a form called "Tarifkorrektur Steuerjahr 2019" needs to be submitted to Ct. Zug tax office by no later than 31 March 2020. It is available at this link under "Tarifkorrektur 2020":


https://www.zg.ch/behoerden/finanzdi.../quellensteuer


If you are subject to Quellensteuer and your earned income is less than CHF 120'000 but you have other earned income of CHF 2'000 or taxable assets of more than CHF 100'000, then you would normally need to file a tax return under the Expanded Ordinary Taxation (EOV) process. More information is available at the above link under "Ergänzende Ordentliche Besteuerung EOV".


If you are subject to Quellensteuer and your earned income is greater than CHF 120'000, you would need to file an ordinary tax return.
Reply With Quote
This user would like to thank Mullhollander for this useful post:
  #7  
Old 26.01.2020, 14:26
Junior Member
 
Join Date: Mar 2014
Location: Zug
Posts: 96
Groaned at 2 Times in 1 Post
Thanked 37 Times in 28 Posts
Cider Woman has earned some respectCider Woman has earned some respect
Re: Tax refund - Ruckerstattung von Quellensteuern

Quote:
View Post
Do you mean with that, that in October you sent in the tax declaration and all the requested supporting documents? In that case have a big LOL. It was put on a big pile and will be processed sometime. In a few months, or in a year and a half, or later.
Ha ha! I know what you mean; I am still waiting for an assessment from ZH for 2016!

No, they were completely up to date. I had received the final assessment.
Reply With Quote
  #8  
Old 26.01.2020, 14:28
Junior Member
 
Join Date: Mar 2014
Location: Zug
Posts: 96
Groaned at 2 Times in 1 Post
Thanked 37 Times in 28 Posts
Cider Woman has earned some respectCider Woman has earned some respect
Re: Tax refund - Ruckerstattung von Quellensteuern

Quote:
View Post
If you are subject to Quellensteuer and your earned income is greater than CHF 120'000, you would need to file an ordinary tax return.
Thank you. i have submitted the tax return and received the final assessment. I am really only waiting for the money now.

Apologies I should have been clearer.
Reply With Quote
Reply

Tags
aargau, tax refund




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
Swiss Tax Refund - did you ever rec'v your refund? jrabbit Daily life 15 27.04.2016 08:53
Witholding tax, Year tax return and 3a pillar refund Dropped Finance/banking/taxation 9 19.05.2013 16:21
Tax refund basel city Leaving Switzerland 3 01.02.2011 10:32
Quellensteuern Gaggiol0 Finance/banking/taxation 2 13.09.2009 20:25


All times are GMT +2. The time now is 18:54.


Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2020, Jelsoft Enterprises Ltd.
LinkBacks Enabled by vBSEO 3.1.0