French Tax Return

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Nigel
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French Tax Return

Post by Nigel » Fri 08 May 2009 07:38

Just about to complete tax return for year end 31 dec 2008.

I have only received from 2042 ( the blue one) but think I also need form 2047 ( brown one for foreign income) Has anyone received this form or do I download from impots website.

Is there a simple guide in English anywhere to complete the form

Does anyone know the exchange rate from £ to € to be applied

Thanks

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john
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Post by john » Fri 08 May 2009 08:56

There is a woman at Ceret tax office who's got a short guide in English re filling tax forms in. She's called Mme Le Tessier.

You'll certainly need form 2047. I wasn't sent one,so yes,you'll have to get your own ,either from tax office,or download(didn't realise you could do that!)

A thread ran a couple of weeks back re exchange rate,Nigel. In the absence of any official word from the Impots boys,the concensus of opinion here was to use the most advantageous rate to you,which happily coincides with the end of the 2008 tax year (about 1€05 to the £) !

DaveM
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Post by DaveM » Fri 08 May 2009 09:51

There is a series of helpsheets (in English, and including completing the tax forms) here

http://www.connexionfrance.com/expatria ... sheets.php
(for a modest fee!).
DaveM

Mike
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Exchange Rate for Tax Returns

Post by Mike » Wed 13 May 2009 10:41

There seems to be some confusion at the Hotel des Impots, Ceret, this year about the rate of exchange £/€ to apply to our French Tax Returns. Last year Mme Florence Caulle, at a special meeting for English residents, told us that the rate as at December 31 was the correct one to apply. Mme Caulle has not been available this year but some of us have, incorrectly, been given the mean exchange rate for 2008 of 0,8429

This is not correct. The official rate of exchange at December 31, 2008 which I obtained from the Hotel des Impots yesterday, was €1 = £0,9525000 and the other way round £1 = €1,0499. This is the rate one should use when making one's return. :D :D

Good luck.

Mike
Last edited by Mike on Wed 13 May 2009 12:52, edited 1 time in total.

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sue and paul
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Post by sue and paul » Wed 13 May 2009 11:36

Our 2047 brown form arrived yesterday, a couple of weeks after the 2042 blue one. Sending them under separate cover seems the norm, as this is how it was last year too. We have declared on line before (télédéclaration), so have the possibility of doing so again, although the fact that I became eligible for State Pension in November 2008 may mean we have to do the paper version. Not sure. My earnings on the CESU system are already filled in for us on the 2042, as they are already logged 'in the system'. Bonne chance everyone! :D

DaveM
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Post by DaveM » Wed 13 May 2009 12:59

Sue and Paul wrote:
"I became eligible for State Pension in November 2008"

Me too, in October.
According to the Connexion tax helpsheet (see my post above), you should also enter your total Pension(s) income in box viii of form 2047 to be exempt from the Social Charges (C.R.D.S.).
Include your E121(s) and add somewhere the comment:
"non assujettis au CRDS, exonéré par le E121".
DaveM

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sue and paul
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Post by sue and paul » Wed 13 May 2009 13:14

Thanks Dave for the info. I went through the (lengthy) procedure with UK Inland Rev of becoming exempt from dual taxation. My teacher's pension has to be taxed in the UK, but State Pension is taxed here, but not both in both, obviously. I'm pretty hopeless at these sort of things. Hate form filling - they NEVER ask me the right questions!!! :lol: :oops:

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polremy
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Post by polremy » Wed 13 May 2009 17:00

sue and paul wrote:Thanks Dave for the info. I went through the (lengthy) procedure with UK Inland Rev of becoming exempt from dual taxation. My teacher's pension has to be taxed in the UK, but State Pension is taxed here, but not both in both, obviously. I'm pretty hopeless at these sort of things. Hate form filling - they NEVER ask me the right questions!!! :lol: :oops:
I may be calling on you for help when I get back to France.
must get this tax thingy sorted and it looks as if my situation is similar to yours - maybe I can crib from your form!!!!

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John & Elaine
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Just to confuse everyone

Post by John & Elaine » Tue 19 May 2009 13:35

We've just been sent this from a friend who asked the Impots at Céret

"The rate, decided by the Minister, for application to convert UKPS to € is as follows: 1.1864 and 0.8429 for € to UKPS. and this is the mean for the whole of 2008!

John

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Re: Just to confuse everyone

Post by Mike » Fri 22 May 2009 15:17

John & Elaine wrote:We've just been sent this from a friend who asked the Impots at Céret

"The rate, decided by the Minister, for application to convert UKPS to € is as follows: 1.1864 and 0.8429 for € to UKPS. and this is the mean for the whole of 2008!

John
John is absolutely correct. After my last post, I realised that many had received a different answer to the same question and made further enquiries. I finally received the confirmed information as detailed above by John.

Mike.

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Chantal
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Post by Chantal » Fri 22 May 2009 19:55

DaveM wrote:Sue and Paul wrote:
"I became eligible for State Pension in November 2008"

Me too, in October.
According to the Connexion tax helpsheet (see my post above), you should also enter your total Pension(s) income in box viii of form 2047 to be exempt from the Social Charges (C.R.D.S.).
Include your E121(s) and add somewhere the comment:
"non assujettis au CRDS, exonéré par le E121".
hmmm? CRDS. Yes, exonere through the E121, but not if you are solely using the French Medical system (Carte Vitale, that sort of thing).

Also re. 2047 and 2042. Be aware that if you use both you cannot file your tax on-line, but on paper. This is according to my telecon. with Perpignan Tax Office, and from what they said, because of some special calculations, codifications or other, that they must work out from those forms - and which do not apply to the straightforward 2042 for French income only.

for info. also, "cash in your pension in France, and you won't be allowed any tax-free cash (against 25% in Britain). [Times on Line - Money - 20/05/2009]

Chantal :)
A fresh outlook on life! Une nouvelle vision de la vie! - www.ShantalOneSupport.com - +44 7909 330446

DaveM
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Post by DaveM » Sat 23 May 2009 01:02

[quote="Chantal"][quote="DaveM"]Sue and Paul wrote:
"I became eligible for State Pension in November 2008"

Me too, in October.
According to the Connexion tax helpsheet (see my post above), you should also enter your total Pension(s) income in box viii of form 2047 to be exempt from the Social Charges (C.R.D.S.).
Include your E121(s) and add somewhere the comment:
"non assujettis au CRDS, exonéré par le E121".[/quote]

hmmm? CRDS. Yes, exonere through the E121, but not if you are solely using the French Medical system (Carte Vitale, that sort of thing).

Also re. 2047 and 2042. Be aware that if you use both you cannot file your tax on-line, but on paper. This is according to my telecon. with Perpignan Tax Office, and from what they said, because of some special calculations, codifications or other, that they must work out from those forms - and which do not apply to the straightforward 2042 for French income only.

for info. also, "cash in your pension in France, and you won't be allowed any tax-free cash (against 25% in Britain). [Times on Line - Money - 20/05/2009]

Chantal :)[/quote]

Hmmmm, fine.
DaveM

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