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Old 11.09.2020, 15:53
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Questionnaire from tax office

I arrived in Zürich a couple weeks ago and got a questionnaire from the tax office asking a couple of questions.

1. One of them was if I have over 200000 CHF in assets. Does this mean in CH or also in my home country? Since I'm married, does this include my wife's personal assets? Or only the ones we got after we married (only things acquired after marriage are considered from both according to our marriage agreement)?

2. My wife got the same questionnaire and another question is if she is a "Hausfrau". Right now I'm the only one working but she's actively looking for a job also. What should she answer in this case?

Thanks for the help!

Last edited by jncunha; 11.09.2020 at 17:39.
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Old 11.09.2020, 15:55
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Re: Questionnaire from tax office

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I arrived in Zürich a couple weeks ago and got a questionnaire from the tax office asking a couple of questions.

1. One of them was if I have over 200000 CHF in assets. Does this mean in CH or also in my home country? Since I'm married, does this include my wife's personal assets? Or only the ones we got after we married (only things acquired after marriage are considered from both according to our marriage agreement)?

3. My wife got the same questionnaire and another question is if she is a "Hausfrau". Right now I'm the only one working but she's actively looking for a job also. What should she answer in this case?

Thanks for the help!
Global world wide wealth. Your wife's personal assets belong to her unless they are shared, then 50% or whatever proportion.

Hausfrau
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Old 11.09.2020, 15:57
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Re: Questionnaire from tax office

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Global world wide wealth. Your wife's personal assets belong to her unless they are shared, then 50% or whatever proportion.

Hausfrau
Thanks for the help! What should we do when she gets a job. Will the company report to the tax office and change the "hausfrau" status for us?
And since her assets basically represent a house what value should she consider? Original purchasing price?
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Old 11.09.2020, 16:01
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Re: Questionnaire from tax office

Yes worldwide, and converted to CHF.
I would not write "hausfrau", but put "Stay at home wife". Silly I know but it's good to make them think - and I find the term "hausfrau/housewife" a bit derogatory.

Fact is that is her position now until she gets a job, so until that changes that is what you have to declare to them.
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Old 11.09.2020, 16:16
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Re: Questionnaire from tax office

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Thanks for the help! What should we do when she gets a job. Will the company report to the tax office and change the "hausfrau" status for us?
And since her assets basically represent a house what value should she consider? Original purchasing price?
Less than full market value, what you paid if its about 60-70% of market value. Does it have a taxation value in Portugal?
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Old 11.09.2020, 18:15
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Re: Questionnaire from tax office

I would write "Trophy Wife" so as not to offend the Mrs.

For myself, instead of Hausmann, I write in Trophy Husband*






*Participation Trophy
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Old 11.09.2020, 18:23
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Re: Questionnaire from tax office

We don't write it on our tax forms, we have check-boxes, so 'casalinga' it is!

And married couples are taxed together, so all assets regardless of who owns them.

Tom
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Old 11.09.2020, 18:36
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Re: Questionnaire from tax office

Tom, that’s correct but each of them received the questionnaire. My philosophy is to tell the truth, but answer the questions that are asked. No need to elaborate.
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Old 11.09.2020, 19:02
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Re: Questionnaire from tax office

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Less than full market value, what you paid if its about 60-70% of market value. Does it have a taxation value in Portugal?
Wouldn't you go with present value minus mortgage?
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Old 11.09.2020, 19:11
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Re: Questionnaire from tax office

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Wouldn't you go with present value minus mortgage?
Tax value - mortgage, actually, which is why ours has negative value!

Tom
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Old 11.09.2020, 19:35
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Re: Questionnaire from tax office

"Valor Cadastral" if it is for a property in Portugal
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Old 11.09.2020, 20:09
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Re: Questionnaire from tax office

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Wouldn't you go with present value minus mortgage?
Cash sale at midnight 31/12 it will sell at a discount. Valuations are an opinion not a fact.

An estate agent told me I could sell a flat for X, I said I wanted to sell it quickly so he suggested X- 10%, I said I believed it was still too expensive so we listed at X - 17%. 4 Months later it has not sold so it's clearly not worth X or X -17. What is it worth ? X - 25% or X - 30%, I don't know time will tell.

We bought a property that completed on 19 March, it's worth considerably less today than we paid, I have no idea how much less.
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Old 11.09.2020, 21:30
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Re: Questionnaire from tax office

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We don't write it on our tax forms, we have check-boxes, so 'casalinga' it is!

And married couples are taxed together, so all assets regardless of who owns them.

Tom
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Tom, that’s correct but each of them received the questionnaire. My philosophy is to tell the truth, but answer the questions that are asked. No need to elaborate.
I sent my questionnaire today and answered “no” for the assets question. Although we are married, both of us got the questionnaire and her house doesn’t belong to me. If we were to get a divorce the house wouldn’t be considered in the split of the assets.

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"Valor Cadastral" if it is for a property in Portugal
Thanks for the proper definition. So this value is the one she should consider when answering the asset question right?

Last edited by jncunha; 11.09.2020 at 22:30.
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