2025 French tax returns

I am so sorry to piggy back on the back of this question but I am a new user to this website and can’t work out how to post my first question so you can tell how tech savvy I am :woozy_face:.
My question is of a similar nature. I need for the first time this year to enter interest from a foreign bank account. I entered the bank accounts last year on the appropriate annexe but I can’t seem to get access to the 2042. What box am I not ticking to get the 2042 open. Apologies again.

@David_Spardo 1AT really can’t be relevant to you - both @larkswood12 and I have already mentioned this - it is to report 100% lump sums from pension schemes, which seems unlikely!

If I had any hair left I think I may have removed it by now!

After successfully completing the tax forms last year, this year seems to be quite a different matter.

If anyone can help me I would very much appreciate it. The question is linked very specifically to the rental of a UK property and ensuring that this is shown in the section 8TK on the tax form 2047. Last year, the gross rental value for the year appeared in the section 8TK, to ensure that I am only taxed in the UK. This year, I must doing something incorrect as 8TK continues to remain blank.

So if anyone can give some guidance that would be great - thanks

So just 1AS and 1AM then in that list?

@Celia0703 Welcome from me but I think if you have read the thread you will understand that I am the last person to give advice. However, I am sure one of our 2 experts @larkswood12 and @George1 will be along shortly to help you out. :grinning_face:

I think I’ve managed to solve a part of the problem with 8TK.

My remaining point is whether I need to add the same rental sum for both 4BA and 4BL, as I’m thinking one is for rental income from french property and the other is just for foreign sourced rental income. Again, any help greatly appreciated!

Yes I can see no 2 TR or any 2s for that matter. I must be missing ticking a box on the 2042. Many thanks

1AT only should be removed from your list. The rest look ok.

OK thanks, job done. :grinning_face:

@Celia0703 You have to keep an eye on the left of the page where it gives a chance to select other documents, You will find 2047 there I think. I have always been reluctant to interupt my full flow in 2042 but seems to work out each time.

Welcome! Is there no 2042 appearing anywhere on your online screen - that is fairly fundamental, ie it IS the actual return! Definitely worthwhile going back to check what you’ve ticked/not ticked. I would have thought the 2042 is more or less unavoidable, but I can’t recreate it. You should be seeing something like this..

Have you completed annexe 2047 to report the foreign interest (box 252), and if so does this end up in 2TR - once you’ve selected revenue de capitaux mobiliers?

Make sure to send her a grovelly thank you for her conseils

@Celia0703 @George1

Hi, sorry to be late - I’ve been doing my French homework!

Celia, unless you are accessing the impot website via google translate or something similar, I concur with George that (and you I think) you haven’t ticked some boxes at the beginning. Here is the screenshot for the start of this years 2042 - with the interest section ticked.

I hope you did your interest and declare your accounts!

Also, though I think it’s a bit wrong to say one knows better than a france tax inspector - well, think your tax impot person has no clue as to the situation. Though you have your reply!

I still don’t know how you are getting it to include the UK pensions in the calculation for social charges. Presumably by declaring them as invalidity pensions in box 8TV as advised!?

When you get to the calculation summary do the numbers look right to you for social charges?

Don’t know about gravelly, but I did acknowledge and thank her immediately. Any more will have to wait another year or two to see if my efforts are challenged again. :wink:

Hi letsmile, do 4BA /. 4BL same figure for both and annex 2044 if gross rent is > 15K EUR, otherwise you can avail yourself of the microfoncier (?) scheme and get a 30% reduction on gross if that’s more beneficial. And 2047 for the 4BL figure.

on determining which regime, on gross, one can deduct service charges which are passed on to the tenant. I’m wondering if one can deduct similar for the UK, although we don’t charge our tenants separately, we might be able to argue that the tenant does pay for them out of the rent?

And if doing 2044 don;t forget to claim your 20€ per property in box 222 - every little helps!

And finance costs in 250.

Thanks @larkswood12 - I finally figured it out, as it’s a UK property, so I pay the tax in the UK and France simply take into account the taxable value to calculate the overall tax band.

A perennial problem is that French local tax agents don’t necessarily have a clue about foreign matters. For example the difference between UK gov’t pension and State pension can escape them. So I will not bet my savings on her conseil (I reckon George is a better bet! )

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Thank you so much. I was going into the Tax Office tomorrow morning, but I’ll try that first.

Yes I am aware of that @JaneJones but I only have 3 pensions, OAP, one company one and a small Pru one and I have long been led to believe that they are all private, not public.

But you are right that this is not well understood in France, for 25 years I unknowingly declared Fran’s pension from Notts CC along with my own. Although that might have had a bearing, a loss if anything to us, on my recent contretemps with the social services section, it otherwise passed unnoticed by all.

Good morning
Have you any idea of the tax rate on interest on a savings account please as my estimated extra tax seems to be almost 50% of the gross interest. Horrified is not the word

Celia, you’ll be able to check everything when you do visit your Tax Office.
Make a list of your questions in case you mind goes blank (been there, done that) :roll_eyes:

good luck :crossed_fingers: