I would suggest it’s not “sadly” that people don’t always agree. I think that’s what makes this place valuable.
Especially when people like @Helenochka make such a valuable contribution and have done so for a considerable amount of time.
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Re your first paragraph, I was trying to be empathetic. 
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I know.
Yeah for sure do an FFI for each source of inconr from the UK. Even if it’s below UK and France taxable thresholds Because as you say, tax rules and thresholds can change in either country so best to have the source covered by an FFI.
Case in point being the UK state pension which due to frozen threshold for personal taxation, is likely to become taxable in UK from April 2028. So I’d advise anyone do an FFI this year for that income source. Regardless of what Starmer or someone said about exempting state pension from tax at low levels - I don’t expect that to hold and it’s rank unfair to workers on the same sort of income.
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It’s a sort of “last chance to confess or clarify, or a “just to cover my a$$” box in which to enter things, isn’t it?
Wow Helenochka. That is good news.
Yes. We are.r
Actually Seven_Sixes we had a Monsieur ou Madame joint account and at a time when there was only one of us BNP insisted on closing it although they were quite happy to open an individual account for the survivor. I said we opened it as an ou not an et joint account to be able to keep the account and its longevity was valuable to me as a bank history but they insisted it must be closed.
So as always in France it seems banks still want it their own way even when the rules don’t force what they want.
And I am simply pointing out that you are wrong, having been through a painful series of emails and official letters with the authorities concerned, I can assure you that foreign pensions for aged people (I am 83) very definitely are subject to CRDS.
I have had to give in (I didn’t dispute the principle, only the fact that I had not received a demand) and expect a bill of around € 1,600 in July.
@Seven_Sixes as a matter of interest do you declare your Amazon account on your 3916?
Chill! You got it wrong, you were corrected. Move on.
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I think in practice it will be a right malarkey to claim back social charges already deducted from French bank interest (in couples where one spouse IS subject to social charges). So I probably won’t bother. Presumably this situation arises quite often in couples where one spouse has an S1 and the other does not.
Well, @George1 and others, thanks for your help. Submitted today.
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Isn’t it a great feeling? There should be a word for it. I bet the Germans have one. Steuererklärungfertigfreude? I just made that up.
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Yes. I am getting the impression seeing anecdotes scattered over the years, that if excess money is ever taken by any F institution then they will simply refuse to give it back.
Even if you manage to get them to admit an error, which is already hard enough to do.
Seems phoneco’s, banks, and, dare I say it, public / government bodies, too many stories of “I finally proved their error” and much less often “they finally admitted their error”, and “I’ve struģgled and struggled but can’t get the money back”
Please contradict me someone.
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Have you just come here for a row?
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Why not just breathe a sigh of relief once you have submitted the return? Lets be positive.
Having wrestled this week with the capital gains section which was doing some fairly “interesting” things I am just happy its in…with express mention to impots to check the parts I want them to.
Now back to doing Uk tax returns…which also have many complexities. When will anyone look at the Baltics and decide a flat tax is a good idea…probably the same year hell freezes over…
Heaving a sigh of relief here. The issue was that the 2042 RICI for crédits d’impôts is embedded in the main tax form and there are issues with Safari and the drop down menus. Chat GPT told me the exact order of what to select in the mutiple choice boxes and it worked. The rest all seemed to be autofilled including the S1 boxes and took about 5 minutes.
Thanks to all who helped and hope this helps anyone with the same problem.
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Ok guys, don’t hate me for raising the question again but I wanted to know people’s thought on putting idle private pensions, and indeed investments etc, on 3916. By idle, I mean you’re not taking an income from them. They’re just siiting there, hopefully gaining in value.
For it reads to me like you should declare them even if there is no income taken. Obviously, they should be included in your wealth tax calculations (though personally speaking, I am a long way from troubling that particular limit) but in terms of info for impots, they are arguably a heads-up, fyi. Though fines for not declaring might prompt people to take no risks.
The current wealth tax in France, Impot sur la Fortune Immobilière (IFI) basically concerns property/real estate assets, not financial ones. You would not need to consider pension plans under IFI.
I don’t think I would report (UK regulated) pension schemes on form 3916, regardless of whether they were in payment or not yet in payment. I really don’t think this is what the Impôts are targeting through 3916 -they are more interested in learning about taxpayers crypto holdings, foreign bank accounts and foreign assurance vie.