Income Tax - Savings and Investment Income - Revenues 2024
Verified 01 juillet 2024 - Directorate for Legal and Administrative Information (Prime Minister)
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:
- Individual Retirement Savings Plan (PER)
- Company Retirement Savings Plan (Father)
- Group company Retirement Savings Plan (Pereco)
- Mandatory company Retirement Savings Plan (Pero)
- People's Retirement Savings Plan Perp
- Group Retirement Savings Plan (Perco
- Optional schemes Prefon, Corem and CGOS.
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.
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