Taxes 2023. Are you retired? Do you need a tax certificate to declare your income?

This Thursday, April 13 marks the start of the 2023 declaration of income for 2022. Are you retired? The funds paying you basic and supplementary pensions send the amounts to be declared to the tax authorities directly, as for employees. If necessary, tax certificates are available.

Good news! Complementary pension funds, like basic schemes, transmit the amount of your pension to the tax authorities. This message is highlighted on the website of the Agirc-Arrco supplementary scheme for the launch of the annual declaration of income.

As with employees and most assets, the amounts known to the tax authorities are pre-filled. The amounts indicated correspond to the gross and taxable sums paid by your pension funds from January 1 to December 31, 2022, specifies Agirc-Arrco, before announcing: You will therefore not receive a tax certificate from your pension funds.

Check your pre-filled declaration

Although 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 LAssuranceRetraite.fr for the basic plan (Carsat). On LAAssuranceRetraite.fr, go to the section Consult the amount declared to the tax authorities in your personal space.

To know: on the Info-Retraite.fr portal, or the My retirement account application, also managed by the Union Retraite inter-regime grouping, you can issue a certificate for all of your pension funds, as recommended here. ‘Agirc-Arrco. The tax certificate service is currently featured on the Info-Retraite home page.

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