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Old 11.03.2020, 23:56
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Wealth Tax - Life insurance value

Hello All,
hope you're having so much fun filling taxes this year

It's my first real try and I've got another question without answer...

I'm finishing my tax return with wealth tax section, I added property, accounts etc, and I'm stuck at insurance value. I have my AXA (pension fund + life insurance) year certificate with all the benefits like death and disability benefits but NO IDEA where is the "insurance cash value" I'm looking for.

Where do you find the insurance value you're supposed to include in the wealth tax?

Thanks for all the help in advance
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Old 12.03.2020, 06:45
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Re: Wealth Tax - Life insurance value

Is the "AXA (pension fund + life insurance)" a pillar 3b pension? If so, it is normally excluded from wealth and income taxation until it is cashed in.
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Old 12.03.2020, 07:39
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Re: Wealth Tax - Life insurance value

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Hello All,
hope you're having so much fun filling taxes this year

It's my first real try and I've got another question without answer...

I'm finishing my tax return with wealth tax section, I added property, accounts etc, and I'm stuck at insurance value. I have my AXA (pension fund + life insurance) year certificate with all the benefits like death and disability benefits but NO IDEA where is the "insurance cash value" I'm looking for.

Where do you find the insurance value you're supposed to include in the wealth tax?

Thanks for all the help in advance
If you don't have an insurance cash value it's zero, it's term insurance & not a savings plan or a savings plan where the charges are so high there is no cash value for many years.
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