Income Tax - Savings and Investment Income - Revenues 2024

Verified 01 juillet 2024 - Directorate for Legal and Administrative Information (Prime Minister)

Your situation

  • 2024 Financial Income Statement 2023
  • Retirement savings
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Warning  

These revenues are not required to be reported on your 2024 income tax return for 2023. They will have to be declared at the 2025 income tax return for 2024.

Taxation upon withdrawal from the retirement savings agreement depends on the type of retirement savings agreement entered into:

Taxation also depends on:

  • Payment in rent or capital
  • Withdrawal at the time of retirement or early retirement
  • Tax deduction of contributions paid or no tax deduction of those contributions.

Who can help me?

Find who can answer your questions in your region

  • For general information

    Tax Information Service

    By telephone:

    0809 401 401

    Monday to Friday from 8:30 am to 7 pm, excluding public holidays.

    Free service + call price

  • To contact the local service managing your folder

    Department in charge of taxes (treasury, tax department...)

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