Income tax season is now. Are you retired? The funds paying you basic and supplementary pensions directly transmit the amounts to be declared to the tax authorities, as for employees. If necessary, tax certificates are available.
Good news! Supplementary pension funds, just like basic plans, transmit the amount of your pension to the tax authorities. This message has been highlighted since Monday April 15 on the website of the Agirc-Arrco supplementary scheme for the launch of the annual income declaration.
You will therefore not receive a tax certificate from your pension funds
As for employees and most assets, the amounts known to the tax administration are pre-filled. The amounts indicated correspond to the gross and taxable sums paid by your retirement funds from January 1 to December 31, 2023, specifies Agirc-Arrco, before announcing: You will therefore not receive a tax certificate from your pension funds.
Check your pre-filled return
If this document is not sent automatically, it is however possible to consult or download it to check your pre-filled declaration. And this both on your Agirc-Arrco personal space and on LAAssuranceRetraite.fr for the basic plan (Carsat). On LAAssuranceRetraite.frgo to the section Consult the amount declared to the tax administration in your personal space.
Namely: on the portal Info-Retraite.fr, or the My retirement account application, also managed by the Union Retraite inter-scheme group, you can issue a certificate for all of your retirement funds, as recommended by Agirc-Arrco. The tax certificate service is currently visible on the Info-Retraite home page.
| Departments | Deadline for online declaration |
|---|---|
1 19 and non-resident households | THURSDAY May 2311:59 p.m. |
20 54 (including Corsica) | THURSDAY May 3011:59 p.m. |
55 and beyond (including the French Overseas Territories) | THURSDAY June 611:59 p.m. |
| For the declaration on paper (if it is impossible to declare on impots.gouv.fr) | |
| All departments | Tuesday May 21st11:59 p.m., |
Source: DGFiP
Taxes: 10 classic mistakes to avoid for your declaration
Tax update for the CSG
At the same time, Agirc-Arrco sends certain withdrawals a letter requesting that a 2023 tax notice be sent to the supplementary regime. This is used to update, if necessary, your CSG rate.
Income tax 2024 *
Thursday May 23, 2024 11:59 p.m.
Thursday May 30, 2024 11:59 p.m.
Thursday June 6, 2024 11:59 p.m.
Hover over a department to view the tax filing deadline.
*Declaration deadlines 2024 2023 revenue