MCAA Management
Giulia Rizzo
Pradeep Eranti
Tax related question for MSCA IF fellows
9 Comments
Dear Daniel,
Thank you for providing me some information. It is indeed helpful to know that you are on a similar boat. In my tax declaration, I noticed that I have to pay a bit more and that is why I started to wonder if its normal and who could I consult just to double check.
Wish you good luck with tax declaration.
Have a good day.
Best,
Garima
Hello Garima,
I have experience as an MSCA-IF (non-European) fellow in France and went through the old and new French tax system.
As of 2019 in France, you’ll be taxed right at the source of the income, in monthly payments (Impot sur la revenu preleve a la source XXX euros/mois) based on your personal situation (e.g. Married/unmarried, the number of dependents). For 2019 I paid at 14% rate (Taux non Personnalise) which got revised to 0.5% (Taux Personnalise) after I declare income/family situation to the tax authority and his year will get reimburse the difference between actual paid and eligible tax amount.
So, for now, declare your situation with the tax department and hopefully, your tax rate will get revised by September/October 2020. In addition, this is the exceptional year so further tax exemptions could be possible.
Hope this helps!
Take care,
Chandrashekhar
Dear Chandrashekhar,
Thank you for your reply. You are absolutely right. I overlooked the fact that the 12% could be because of the personal information I have mentioned in the tax declaration form! That make sense. It seems like I can not claim exemtions as I am not married and have no dependents (under my roof). Except, I help my parents remotely by supporting them finanically as the are retired. I was not really able to figure out in the "Declaration d'impot 2020" where I can mention the family support. So this morning I sent an email to the tax department through my online account to know how I can declare family support. Would appreciate if you would have some information on it?
Have a good weekend.
Best,
Garima
Hi,
You may want to double check this, but I think that declaring the money you are paying your parents may be difficult. Have a look here: https://www.impots.gouv.fr/portail/particulier/questions/puis-je-deduire-laide-que-japporte-mes-parents-et-pour-quel-montant
One thing we were told (for another question but similar, we wanted to declare something new) is that in cases like that it is very likely to be controlled a year later, and that you need to carefully keep absolutely all the printed proof of whatever you want to deduct, and that it is very likely to be considered void after the fact (and so you would be responsible to pay back the taxes you didn't pay first). So be careful and try to obtain enough info from the tax administration first (for example, is it OK if your parents are not in France? Apparently, you are required to provide bank statements and proofs of expenses from your parents)
(for the percentage of taxes, I can't help. We are a family and so our percentage is rather low. One thing sure is that at first, when we came here, the percentage was very random because they had no idea how much money we would actually be making for the year and would consider each month that our salary was 12 times the salary of the months, which was not the case because it was not a full year. We had to "adapt" the rate several times to avoid paying too much at the end, but we went to the "safe" side so that we got money back later instead of having to pay them back and risk a fine)
Best
Marine
Hi Garima,
I think I pay a similar percentage. I am panicking a bit because I have to do my first tax declaration in France after having my outgoing phase all 2019 in Canada and I am not sure about how to do it because due to the coronavirus situation I still couldn´t join my lab in France (return phase) and I don´t have a French address. If I get more information I will let you know!
Best,
Ana
Dear Ana,
Thank you for connecting back.
If its the first time for you to declare the taxes as well then perhaps this post could be helpful for you:
Wish you all the best. Do not painic :).
Best,
Garima
Dear Garima,
Many thanks. Hope there is a telematic way to do it!
All the best,
Ana
Dear members,
I hope you are doing well. I have some questions regarding income tax declaration involving two countries and would like to seek advice/recommendations from those with similar experience. I started my MSCA IF with a French contract in the middle of this fiscal year, and prior to that had a full-time working contract in Germany. This means that next Spring when I do my income tax declaration in France, I'll have to declare both my MSCA IF salary here and what I earned in Germany during this fiscal year prior to my fellowship, right? As next year will be my very first tax declaration in France, I'm quite worried that this will make things more complicated. I would greatly appreciate it if people with similar situations (doing French tax declaration of previous year's MSCA salary together with other income from outside France) could share with me their experiences. Any suggestions of affordable tax advisors specialising in such cross-national situations (especially concerning two EU countries) are also welcome!
Thank you so much in advance!
Best wishes,
Zi
Bonsoir Garima,
I am an IF/GF in France, with the CNRS. I seem to pay about €125/month more than the amount you mentioned (taux personnalisé 16,9%). However, that comes to more than three times what I was paying per year, before they switched to prélevement à la source. I don't know if the switch involved changes in other aspects of my contributions. I will have to see what happens when I make my tax declaration, i.e. whether I get a partial reimbursement. Hope that is of some help.
Best wishes, Daniel