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Old 12.03.2020, 19:01
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Another Tax Declaration post (Zurich, B permit, but with a quirk)

Hi all and thanks for the great forum, I always find an invaluable amount of information here, but I'm really getting mad wrapping my head around the tax issue.

I am Italian, resident in Switzerland since 2017, with residence permit B. Last year (2019) for the first time my salary exceeded 120k. I was living in Lausanne, but then *as of December 1st* I moved to Zurich. I was (and am) also paying 3rd pillar contributions.

Please help me to understand if I got it correctly:

1) Since I moved to Zurich before December 31st and since my gross salary in 2019 was over 120k, I *have* to file taxes in Zurich.
2) This means that at some point I will receive per post the forms for the tax declaration, but this might happen a couple of months from now. Then, I'll have like 30 days of time to fill them.
3) However, since I was taxed at source in Lausanne (much higher taxes compared to Zurich) I should expect that, when the moment comes, I will actually receive back quite a lot of money, rather than having to pay.
4) For filling this tax declaration form, I can use this guide: https://www.steueramt.zh.ch/internet...h_20191017.pdf
5) For the 3rd pillar and other deductions instead, I should use the form located at https://www.steueramt.zh.ch/internet...ortal_anv.html (Antrag für quellensteuerpflichtige Arbeitnehmende auf Neuveranlagung der Quellensteuer 2019) *before March 31st*

Is the above correct?

I am particularly wondering about the two points: getting back the difference between taxation in Lausanne and taxation in Zurich, and if it is true that I have basically to do *two* declarations: the one because I am over 120k, and the one for claiming back 3rd pillar and other little things, which sounds a bit silly to me.

I also asked at the tax office, but they always seem to dodge the answer I need (either they don't read my email carefully or my German is really bad).

I would be really grateful if someone can confirm or correct me because this is getting really frustrating

Thanks in advance!
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Old 12.03.2020, 21:03
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Re: Another Tax Declaration post (Zurich, B permit, but with a quirk)

Based on your input, you should plan to file under the retrospective ordinary method, i.e., a regular tax return. The Pillar III deduction is to be taken on the regular tax return and the link at 5) is irrelevant to the situation you have described. You should plan to contact your local tax office to request a tax form which includes the important PID (personal identification number).

Your 2019 filing will be with Ct. Zurich and Ct. Zurich is to coordinate the tax funds paid to Ct. Vaud with Ct. Vaud. This backoffice activity between the cantons should not normally be visible to the taxpayer.

Good luck with your tax filing!
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Old 15.03.2020, 14:40
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Re: Another Tax Declaration post (Zurich, B permit, but with a quirk)

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The Pillar III deduction is to be taken on the regular tax return [...] You should plan to contact your local tax office to request a tax form which includes the important PID (personal identification number).

OK, so the deductions should be considered when filling the tax declaration module that I will receive per post. Then I will not file anything out of my will before March 30th and will just wait for the module. Any clue how long it takes?
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