Reporting ISAs in the French system

[graham]

There are a few Topics already on this subject for you to explore…

Tax treatment of ISAs

Hello is it true that this year they have changed 1) how we declare ISA “income” and 2) how it is taxed? I assume yes for the first question, as I no longer see “Revenue réputés distribués” on form 2047 which I had used for income declaration (e.g. distribution reinvested). For the second question, I read that all GAINS in value over the year, whether withdrawn or not, are taxed at 30% (presumably plus social charges at 17%). Is this right? And where on the form do I declare it?? David HUDDART Oise

Declaring Stocks & Shares ISA on French tax return

Hello - does anyone have any experience of this? I’m not sure which boxes to use or exactly what information I have to give. I gather I have to list my foreign accounts on CERFA 3916, but I’m guessing for a stocks and shares ISA they’ll want to know how much it’s worth. And for a UK based savings account? Any help or advice from those more experienced than me would be much appreciated - thanks!

and you may also find this one from a few days ago of interest:

Declaring a sold ISA

Hi folks. I sold an ISA last year. I know I probably should have filled in a form at the time to declare it, but I didn’t. Now I must declare the capital gain. But where is really the right place? is it ok in 2TS or should it be in 3VG? Or elsewhere? Any help would be grateful please…thanks so much.

There is also this years guide on completing the French Tax return:

Tax Help 2022 - latest update: 17/05/22

Once again it is time for the submission of French Tax returns. This year, I have created a series of pdf files to help in this regard which I shall link to in this first post in the topic for ease of reference. Please note that the pdf’s are stored in a discrete area of my on line Dropbox folder. You are welcome to freely download them and use them to assist in your task. May I suggest that you bookmark this topic so you can easily come back to it at any time. The link will remain in the fist post in the topic for ease of reference. Any changes/improvements that are made to the pdf’s will be automatically reflected in the link posted here which will avoid unnecessary multiple reposting of pdf’s basically containing the same information which, in turn, will hopefully save this topic from becoming too burdensome. Also, please respect the #stayontopic tag. It’s not used very often and only in special circumstances. Note that @cat has approved this use of the tag on this topic. May …

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