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   14/05/2008, 15:52
Benjamin is not online. Last active: 09/10/2008 07:05:12 Benjamin

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Re: think i've found a good link to help fill out the tax forms!
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BobDee

There is an Impôts email address somewhere on the forum who will answer in English (not querying your ability to correspond in French but as the word for annuity in French is rente/rente viagère it may be easier to get an explanation in English). If you can't find the email, Ron, who I believe knows it, will be along shortly.  Big Smile [:D]




Benjamin

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   14/05/2008, 16:12
Cat is not online. Last active: 28/11/2008 11:12:19 Cat



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Re: think i've found a good link to help fill out the tax forms!
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 Ron Avery wrote:

The lady's name is Francine Riboulet Contrôleur des Impôts and her E mail address is infotax-southwest@dgi.finances.gouv.fr

Beat you to it Ron Smile [:)]


Cathy


Always keep your words soft and sweet, just in case you have to eat them.
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   14/05/2008, 16:15
FairyNuff is not online. Last active: 25/06/2008 12:12:30 FairyNuff

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Re: think i've found a good link to help fill out the tax forms!
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Re: e-mail address for tax queries

We visited our local tax office yesterday, the helpful lady there gave us the address for English language tax queries in the Indre as:

dsf.indre@dgi.gouv.fr

perhaps there  is a similar address for each department?

FairyNuff Smile [:)]


Do I come here often?
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   14/05/2008, 16:17
BobDee is not online. Last active: 03/09/2008 15:04:02 BobDee



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Re: think i've found a good link to help fill out the tax forms!
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Many thanks both. Email re Annuity and,  for fun, confirmation of correct exchange rate, has been sent.

Result will be posted here.

BobD


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   14/05/2008, 16:30
Benjamin is not online. Last active: 09/10/2008 07:05:12 Benjamin

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Re: think i've found a good link to help fill out the tax forms!
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 Cat wrote:



Beat you to it Ron Smile [:)]



Age takes it's toll in everything eventually Cat.  Devil [6]




Benjamin

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   14/05/2008, 16:49
Jackie is not online. Last active: 08/10/2008 20:16:17 Jackie



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Re: think i've found a good link to help fill out the tax forms!
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Hi again. Having had a good look at the Red 2047 form it clearly says in VII Total à reporter Ligne 8 TI de la Déclaration de Revenus (Total Col. 4 -(Total Col. 5 + Total Col. 6) Which is the gross Govt pension minus the tax paid in the UK. In other words the NET Teachers or whatever pension in TI on 2042. 

On the subject of annuities if you use the tax calculator where the ratio of pension to annuity is large I found that you pay about the same either way. i.e. more CRDS and less income tax or vice versa. See recent post about annuities.

I read the other day in French News that Madame Francine Riboulet Contrôleur des Impôts has retired but that they still hope to help folk in English. ..........J


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   14/05/2008, 17:13
BobDee is not online. Last active: 03/09/2008 15:04:02 BobDee



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Re: think i've found a good link to help fill out the tax forms!
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OFFICIAL RESPONSE

Amazingly fast response to my Email to infotax-southwest@dgfip.finances.gouv.fr in which I said:

Your help please,
 
I am married and we are both over 65 years of age.
 
I have a small UK annuity, about €5000 per annum.
Should I add the gross value to the Pensions figure in AS on the 2042 or should it be declared in the CW box?
 
Also can you give me the correct Euro/Pound exchange rate please for 2007.
 
Thank you

REPLY
The exchange rate for the fiscal year 2007 is :
1euro = 0,73335 pound
1 pound = 1,3636   euro

You have to complete box 1 AS but not CW

I  hope the above information will help you.
Pierre Vergne inspecteur départemental des Impôts

So Exchange rate is 1.3636 and annuities are added to pension figure in AS/BS.

Jackie, if you and yours are both over retirement age, virtually no tax is payable on pensions, according to the impots calculator, so adding Annuities to the pensions figure is quite a saving for many.



 


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   14/05/2008, 17:36
Benjamin is not online. Last active: 09/10/2008 07:05:12 Benjamin

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Re: think i've found a good link to help fill out the tax forms!
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This is the relevant section in the Tax FAQ sticky-

Q         What about pensions based on an annuity - is this going to be a problem?

A         No - they just have to be entered differently..   Enter the gross amounts on form 2047 section I. RENTES VIAGERS DE TITRE ONEREUX then transfer them across to the 2042 and into box AW, BW, CW or DW dependent on your age when the annuities were taken out.  The social charges are calculated directly from this, so no need for any additional entry on forms 2047 or 2042.

That's it for annuity based pensions.


Based on BobGee's reply, will this now need a correction?



Benjamin

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   14/05/2008, 17:44
Jackie is not online. Last active: 08/10/2008 20:16:17 Jackie



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Re: think i've found a good link to help fill out the tax forms!
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BobDee well Jackie is but John not until next year. However we are both on E121 as from June 30th last year. John is now Jackie's dependant as far as health cover goes. I have declared pensions total up to June 30th in Box TL for CRDS. John's annuity was paid after this date whereas Jackie's was paid in May so it will be interesting to see if they get it right at the tax office. Complete failure to look at 2047 by tax office last year and they tried to ignore any tax paid on Govt pension in the UK. Got most of it back after a little struggle. I must say that I am not optimistic but we live in hope. Each office does seem to be a law unto itself hence the variety of opinions you see on sites like this. Thanks for posting the reply from the tax office, a great help as are the Tax FAQS, no doubt evolution will take place......................J
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