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Old 25.01.2020, 15:42
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Withhold tax (B permit) and abroad property

Hi,
I moved to Zurich in May 2019 with a B permit.
Since my income is under 120k I'm paying my taxes at source.
It happens that I also own a house abroad (Italy, value should be around 100k and imputed rent ~ 6k/y). The house is not rented.
By quicky googling around I found that I'm supposed to declare it in my tax declaration so I've been asking some tax advisor agencies for a quote for my situation.

Here comes the complex part:

a) I've been aked ~ 1200 CHF for the tax declaration
b) 150-650 CHF for my tax declaration depending on how good and precise I am in providing the required documents.
c) They told me that because I have a B permit, a net worth under 200k CHF and because I pay taxes at source I don't need to declare the house in my tax declaration.

Does anyone have experience with this situation? Is agency c) correct in this case? ( honestly I think that agency a) asked way more than the fair market price for my situation).

I've been thinking of writing directly to the cantonal tax office? Is it a good thing? Can they provide me the answers I'm looking for? (I don't really speak german and I'm afraid they will just point me to some techinal german document I will not be able to understand.)

Thanks to anyone that will help me figure this out.
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Old 25.01.2020, 15:53
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Re: Withhold tax (B permit) and abroad property

No idea about the cost. Just call the Steueramt, explain the situation and ask them how you need to file.

And yes, afaik you need to declare the house anyway.
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Old 25.01.2020, 17:33
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Re: Withhold tax (B permit) and abroad property

Rent, including imputed rent, on owned property abroad is used to determine the tax rate for those filing tax returns. It would not be considered Swiss taxable income.

In Ct. Zurich, tax returns must be filed by taxpayers subject to source tax when other income exceeds CHF 2'500 or taxable assets exceed CHF 200'000. See A.3 at this link:

https://www.steueramt.zh.ch/internet...zstb-93-1.html

Based on the information provided, it appears that you would not need to file an income tax return.
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Old 25.01.2020, 18:38
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Re: Withhold tax (B permit) and abroad property

I see it the same as Mullholander but if you want a definitive answer contact your communes tax office or the cantons tax office. If they say additional filing is not necessary it is not necessary.
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Old 25.01.2020, 18:47
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Re: Withhold tax (B permit) and abroad property

Thank you very much both of you!

I'll definitely double check again with the tax office.

Thanks again!
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Old 30.01.2020, 00:53
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Re: Withhold tax (B permit) and abroad property

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Thank you very much both of you!

I'll definitely double check again with the tax office.

Thanks again!
Hello I am also similar sitıation like you , ( house is not rental in my home country , values are more or less same).
Could you update us about feedback from tax agencies.
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Old 30.01.2020, 12:00
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Re: Withhold tax (B permit) and abroad property

You should ask your local tax authority yourself. Some reasons why.

First, you live in an other canton which means rules and thresholds are different.

Second, the information an other person get might be incorrect.

Finally, unlike the other person you can not claim good faith if the information is incorrect.

Good faith means that if you ask the competent authority about a particular case and situation and you can trust the answers. Means, even if it is incorrect and not according what the law actually says you can not be punished if you follow the advice. You might have to pay the tax due, but other wise there is impunity from criminal proceeding and penalties.

Important: this is only possible if you ask yourself and the question is detailed enough that they can actually asses your particular case. Best if the communication is done in writing so you have proof in case it is needed. It is a single use get-out-of-jail-free card, once you know the answer was wrong you can no longer claim good faith.
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Old 14.02.2020, 00:03
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Re: Withhold tax (B permit) and abroad property

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Hi,
I moved to Zurich in May 2019 with a B permit.
Since my income is under 120k I'm paying my taxes at source.
It happens that I also own a house abroad (Italy, value should be around 100k and imputed rent ~ 6k/y). The house is not rented.
By quicky googling around I found that I'm supposed to declare it in my tax declaration so I've been asking some tax advisor agencies for a quote for my situation.

Here comes the complex part:

a) I've been aked ~ 1200 CHF for the tax declaration
b) 150-650 CHF for my tax declaration depending on how good and precise I am in providing the required documents.
c) They told me that because I have a B permit, a net worth under 200k CHF and because I pay taxes at source I don't need to declare the house in my tax declaration.

Does anyone have experience with this situation? Is agency c) correct in this case? ( honestly I think that agency a) asked way more than the fair market price for my situation).

I've been thinking of writing directly to the cantonal tax office? Is it a good thing? Can they provide me the answers I'm looking for? (I don't really speak german and I'm afraid they will just point me to some techinal german document I will not be able to understand.)

Thanks to anyone that will help me figure this out.
I am in a somewhat similar situation with yours. We are US citizens on a B permit, came to Vaud in mid-Nov 2019. I have managed our US tax return myself while working abroad in Asia for the last four years. I tried to lodge our first Swiss tax return with the Vaud tax software, but figured it would be quite time-consuming primarily due to the language issue for me.

I checked with a local tax accountant expecting tax refund and hoping the Vaud tax office might work like the IRS in terms of tax refund (the withheld tax was around CHF 6K just for about 1 month when the annual salary is around CHF 200K + some relocation compensation). He quoted me around CHF 600-700 (we are married and have a small property in the US) and said there is likely to be no tax refund from the canton. Still researching on how the system works here from the tax perspectives on my end as so far I have noticed that most government workers - commune and municipality - in my area do not speak English
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