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Old 04.02.2021, 10:29
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How to declare income when changing cantons in the middle of fiscal year

Hello,

In July I have moved from VD to NE. My question is: how do I declare my income now? Should I use VD application or the one provided by NE? I have found some topics describing a similar problem, but none of them specified where to send the tax declaration and how is it between VD and NE.
How do I describe my situation in the declaration? Should I mention it at all?
I am taxed a la source, but I'm declaring my income since I started work in Switzerland (due to the income above a certain threshold).

Thanks for your help.
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Old 04.02.2021, 10:31
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Re: How to declare income when changing cantons in the middle of fiscal year

You fill in the declaration for the canton where you were resident on December 31st so you need to do the Neuchâtel one.

They take into account your previous residence and divvy out the tax due accordingly.
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Old 04.02.2021, 10:32
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Re: How to declare income when changing cantons in the middle of fiscal year

So you'll do a tax return at the end of the year, in the canton of your residence at that point. It will include your previous residence, so any tax paid in the old canton will be taken into account and a total calculation made accordingly.
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Old 04.02.2021, 10:51
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Re: How to declare income when changing cantons in the middle of fiscal year

The tax form will also have a section which you can put in the date of move to the new canton.
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Old 04.02.2021, 12:12
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Re: How to declare income when changing cantons in the middle of fiscal year

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You fill in the declaration for the canton where you were resident on December 31st so you need to do the Neuchâtel one.

They take into account your previous residence and divvy out the tax due accordingly.
I don‘t believe they will divvy up the tax due. All the tax due will go to the new canton.

My experience of moving from Zurich to Schwyz was that the full assessed amount of tax is due to the new canton too. If the old canton don‘t transfer the withholding tax you paid to them to the new canton in good time, you will need to pay the full bill and wait for the old canton to transfer the withholding tax and either get a refund or a credit against your next bill.
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Old 04.02.2021, 20:39
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Re: How to declare income when changing cantons in the middle of fiscal year

Actually they do divvy up the tax between the two municipalities where you live(d). But they sort tgat out amongst themselves.

We moved from AG to TI in September 2020. We will file our 2020 tax return in TI, but I have been sent a tax return by AG telling me to send them a copy of our TI tax return using the AG tax form as a cover. I don‘t have to fill out the AG tax form, just send a copy of what I file.
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Old 04.02.2021, 21:18
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Re: How to declare income when changing cantons in the middle of fiscal year

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I don‘t believe they will divvy up the tax due. All the tax due will go to the new canton.

My experience of moving from Zurich to Schwyz was that the full assessed amount of tax is due to the new canton too. If the old canton don‘t transfer the withholding tax you paid to them to the new canton in good time, you will need to pay the full bill and wait for the old canton to transfer the withholding tax and either get a refund or a credit against your next bill.

My experience moving from ZH to BS was similar to above. It's a bit vague now, as much other stuff was happening. I think money should be transferred from the 1st Canton to the 2nd.... I think that was sort of automatic, but I recall having to do some chasing to find out exactly to which account the pre-paid funds had gone (parts of BS have separate Municipality taxes, so this complicated things a little)....was in the system somewhere anyway.
I also think that the amount of tax due is calculated as if one had lived the full year in the second Canton.
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Old 05.02.2021, 18:40
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Re: How to declare income when changing cantons in the middle of fiscal year

If you're making a tax declaration, you make your declaration in the canton where you reside on the 31 December of the year in question. There are bits in the tax declaration where you declare you arrival in the canton. The tax authorities will then wave a magic wand and divy up the information to the other canton concerned.
You therefore make a single tax declaration, but will under up with 2 separate tax bills, according to the number of days you resided in each canton.
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Old 06.02.2021, 11:01
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Re: How to declare income when changing cantons in the middle of fiscal year

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If you're making a tax declaration, you make your declaration in the canton where you reside on the 31 December of the year in question. There are bits in the tax declaration where you declare you arrival in the canton. The tax authorities will then wave a magic wand and divy up the information to the other canton concerned.
You therefore make a single tax declaration, but will under up with 2 separate tax bills, according to the number of days you resided in each canton.
Just FYI, when changing Kanton, everything I read on this subject now says that you must pay taxes for the entire year based on where you are at Dec 31. e.g. this official page from St Gallen. The Zurich Steueramt also says the same thing. So the current canton tax rate applies for the entire year, unless it is for pensions.

When I moved between SH and AG back in 2015 or so, there was another option. The person that filled out my return included a letter asking the new canton/commune to apportion the tax between old and new based on the move date.. beneficial since I moved in November and the new place had a higher tax than the previous one. It was done and I paid less.

Maybe things have changed since then but it cannot hurt to do this unless the law is clear on what happens in this situation - anyone know for sure?
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impot a a la source, moving cantons;tax, tax at source, tax declaration




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