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Old 20.03.2009, 22:13
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Tax office declined deduction of single household! Why?

Has anyone had a problem with one of the most basic deductions you get when you fill in a tax form?

I live alone (well in a WG), but I conduct the household separately (own telephone, internet, etc). I filled in the deduction for alleinstehende, which is 2200 I think, but the tax office removed this, so I got no deduction at all!

Since I have no income at the moment, and it makes quite a difference, I would like to contest this. Do you think it is just a mistake, or that they do not like the WG situation?? Thanks much for any tips (before I spent money on a tax advisor, who will tell me I have no chance !)

Edit: I went through the Wegleitung (tax instructions) but they do not explain when you are considered to conduct your own household...
The literal question is: Sind Sie alleinstehend, fuehren Sie allein ein Haushalt, allenfalls mit eigenen Kindern, fur deren Unterhalt Sie sorgen?
(I have no kids).

Ok, I found something. My situation is that I rent from the other person (untermietverhaltnis), but it is not a wohngemeinschaft! But how I would prove that I have no idea...
Quote:
Dieser Abzug steht Personen, die mit anderen erwachsenen Personen im Konkubinat oder im
Mehrpersonenhaushalten leben, nicht zu.
Ein gemeinsamer Haushalt mit unterstützungsbedürftigen Personen gilt nicht als
Mehrpersonenhaushalt.
Massgebend sind immer die Verhältnisse am steuerrechtlichen Wohnort, unabhängig davon, ob der
Steuerpflichtige ein Einfamilienhaus oder eine Wohnung bewohnt. Für den Abzug ist es notwendig,
dass die Person einen eigenen Haushalt führt. Liegt eine Wohngemeinschaft oder ein Konkubinat vor,
kann kein Abzug gewährt werden. Dasselbe gilt auch für ein Untermietverhältnis, sofern es sich
faktisch um eine Wohngemeinschaft handelt.
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Old 20.03.2009, 22:18
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Re: Tax office declined deduction of single household! Why?

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Has anyone had a problem with one of the most basic deductions you get when you fill in a tax form?

I live alone (well in a WG), but I conduct the household separately (own telephone, internet, etc). I filled in the deduction for alleinstehende, which is 2200 I think, but the tax office removed this, so I got no deduction at all!

Since I have no income at the moment, and it makes quite a difference, I would like to contest this. Do you think it is just a mistake, or that they do not like the WG situation?? Thanks much for any tips (before I spent money on a tax advisor, who will tell me I have no chance !)
Did you get this deduction in previous years? Or is this your first filing?

Suggest you phone the tax officer and ask for a friendly explanation.
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Old 21.03.2009, 01:46
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Re: Tax office declined deduction of single household! Why?

I checked last year. They also refused it then, and that was the first filing. (But I did not realize it at that point because I did not understand the system, and a tax accountant filled it in).
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Old 21.03.2009, 09:37
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Re: Tax office declined deduction of single household! Why?

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I checked last year. They also refused it then, and that was the first filing. (But I did not realize it at that point because I did not understand the system, and a tax accountant filled it in).
Maybe that accountant can explain why the deduction was refused the previous year.

If this deduction is important for you, then you must formally challenge the assessment within 30 days. After that it is too late.

Start with phone calls to the tax officer and your former accountant. Then decide whether and how to protest.
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Old 21.03.2009, 10:37
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Re: Tax office declined deduction of single household! Why?

I was charged around CHF 150 when I protested the decision and they took away other things and made it much worse for me in the end.
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Old 21.03.2009, 11:28
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Re: Tax office declined deduction of single household! Why?

The fact that you live in the same place at the same time means you live in a Wohngemeinschaft. Whether or not you feel you have your own household (own phoneline, no human contact, never clean each other's mess) doesn't count.

You could give it a try and challenge my (and probably their) interpretation of a Wohngemeinschaft but I doubt you'll get anywhere... Maybe try speaking to a tax advisor first?
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Old 21.03.2009, 15:17
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Re: Tax office declined deduction of single household! Why?

As it states in the text you copied the deduction does not apply to people who live in a WG (Mehrpersonenhaushalt). However, get yourself a good tax lawyer and ask him/her.
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Old 21.03.2009, 16:28
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Re: Tax office declined deduction of single household! Why?

Ok, I will visit the tax office and ask, and will post what they say (and call the advisor). But I guess from what you are all saying, it will be hard to challenge this. And like MarieZug said, Richard or Mark also once mentioned I think that any challenge will not be much appreciated and possibly punished . But I will find out and post an update. Thanks everyone for the replies so far, much appreciated.

By the way, I am pretty sure that the other person in the house was not refused this, as she was alleinstehend before, and would have surely felt the reduction they suddenly would have applied to her, once I moved in. Will find out though...
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Old 21.03.2009, 22:32
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Re: Tax office declined deduction of single household! Why?

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Ok, I will visit the tax office and ask, and will post what they say (and call the advisor). But I guess from what you are all saying, it will be hard to challenge this. And like MarieZug said, Richard or Mark also once mentioned I think that any challenge will not be much appreciated and possibly punished . But I will find out and post an update. Thanks everyone for the replies so far, much appreciated.

By the way, I am pretty sure that the other person in the house was not refused this, as she was alleinstehend before, and would have surely felt the reduction they suddenly would have applied to her, once I moved in. Will find out though...
Confrontation with the tax officers is never advisable, unless you are very certain of your grounds, can quote pertinent rules, have good nerves, and the benefits would substantially exceed the cost of challenging.

However, the tax officers are often amenable to a friendly chat and some subdued pleading.
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Old 22.03.2009, 19:56
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Re: Tax office declined deduction of single household! Why?

Sure, I was only going to ask; since I do not know the rules (obviously!), that is all I can do . Besides, if you knew what I look like, it would be obvious that a friendly chat is the aim of the qt.

Oh, and I asked, my flatmate said she is alleinstehend for tax purposes...I am still not sure if that is consistent with the rules, but maybe it is. In other words, that the home owner can be considered to be alone, but the untermieter (the person who rents) is considered part of a wohngemeinschaft...
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Old 30.03.2009, 21:03
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Re: Tax office declined deduction of single household! Why?

Ok, just posting a follow up. I called the tax office and asked if they could explain the rules a bit more.

Basically, once you have someone who sublets a room, like me, in the house with someone else (the landlord), the house is considered a wohngemeinschaft, regardless of how you divide costs, live, etc.

So I have no chance really protesting this. What was interesting is that they said my landlord will lose the deduction as well, if they find out that is. So for anyone renting out a room, officially you are no longer considered to be 'alone' for tax purposes....
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