What types of situation changes should you declare to taxes?
Any change in personal or family situation
The tax administration must be held informed of any modification of your family or personal situation likely to result in consequences on the tax aspect of your situation.
Birth, divorce, death … Examples of events to be declared to the tax administration
Clearly, you must inform him of the following events:
- A change of address.
- A change in family situation, marriage, PACS, divorce, separation, death.
- A change in professional situation, dismissal, creation or cessation of activity.
- The birth or adoption of a child.
- The departure or return of a dependent person.
- The implementation of a legal protection measure (guardianship, curatorship, etc.).
- A retirement or abroad.
Why is it important to inform the taxes of your change of situation?
The tax administration needs to be informed of any change of situation in order to update your situation and to calculate your income tax as accurately as possible, or even readjust your withholding tax rate (not). Your declaration also allows you in some cases to open your rights to social assistance such as the RSA or the activity bonus.
What is the tax impact of a change of situation?
Make a simulation on the tax site
A marriage, a death or even a birth may have an impact on your income tax. To know exactly the consequences, you just need to simulate on the tax site taking into account the modifications.
New withholding tax rate
As part of the source direct debit (not), it is advisable to immediately adjust your PAS rate according to your family situation change. This update can be carried out in your personal space of the tax site.gouv.fr:
- Senses “Manage my sample at source”
- “Report a change” to report a marriage, PACS, separation, divorce, birth or an adoption of a child,
- Or on “Updating following a drop or an increase in income” to report a change in the number of dependents.
A new withholding rate at source is then calculated automatically, whether you can validate or not at the end of the process. Once validated, the administration takes into account this new step rate and transmits it to the various payable organizations (employer, pension fund, etc.) which have two months to apply it.
Is it mandatory to declare a marriage or a PACS to taxes?
Yes, because this union implies a change in calculation and payment of tax
A marriage or the conclusion of a PACS must imperatively be reported to the tax administration within 60 days the happy event. This approach makes it possible to determine your new rate of direct debit at source.
Common declaration for the married or PACS couple
The declaration of marriage or the PACS also leads to common taxation. A single tax notice is sent to the name of the couple. It can be paid indifferently by one or the other of the spouses or partners. However, it is possible to opt for two separate declarations, only the year of marriage or the PACS.
When should you declare a change of situation at taxes?
Generally, a change of situation must be declared to the tax administration within 60 days of the event. This period applies in particular to weddings, PACS, separations, divorces, births or deaths.
How to declare a change of situation to the tax administration?
To declare a change of situation, several possibilities are available to you.
Online, on the tax site.gouv.fr, from its personal account
The simplest solution to declare a change in personal or professional situation is to do so online. You just have:
- Connect to your personal space on the Impots.gouv.fr site,
- go to the section ” Manage my sample at source ”,
- Click on ” Report a change ”,
- indicate the reason for your change of situation,
- Provide the requested information (marriage date, bank details of the new tax household, number of dependents, amount of personal income …)
During the annual income tax return campaign
During your annual income tax return in the spring, you can indicate any change of situation by filling out the sections provided for this purpose.
By mail to the public service in charge of taxes
If you have difficulty making your change online, you can send a letter to your public finance center. He must contain your tax number, the nature of the change of situation and the date on which he intervened. You can also go directly to the individual service on which you depend or contact taxes for any questions.
Who must notify taxes in the event of death and how?
The surviving spouse from his particular space
In the event of the death of a spouse or a PACS partner, it is up to the surviving spouse to inform taxes. You must carry out the process within 60 days of the death, either online, from the personal space on the tax site, or by mail or by going directly to the tax center.
The information to be provided to the declaration of death
The following information must be communicated:
- The date of death.
- The composition of the household (number of dependents, attached people, etc.).
- The banking contact details of the new tax household.
- Personal income (or an estimate of these).
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