Regulations

Checklist: IB private

This is a checklist of everything you need to check your incometax declaration made by the tax office. Or if you want me to fix it.

June 22, 2018
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Peter van de Pas

Personal data

We need your personal data, as well as your partner's and children's. To be exact:

Assessments

Annual statements

Do you have any other income and/or expenses? Please send us more detailed information.

Deductions

Your own house

If you own a home, we need:

Is there anything special going on about your house? Please inform us! For instance:

Training costs

If you spent more than €250 for study purposes, then these costs can be deductible. Please provide a specification if the costs are not included in the accounts of your business.

Deductible specific medical expenses

You may deduct expenses for:

All the expenses mentioned above are deductible to the extent that they exceed your own risk on your health insurance.

Alimony

Life annuity premiums

Disability Insurance

Gifts

The deductable amount for regular donations is subject to a threshold and a ceiling. The threshold is 1% of your threshold income, with a minimum of €60. As you have paid more than this threshold, you can deduct. But you may not deduct more than 10% of your threshold income.

When you make a donation to a non-profit cultural institution (ANBI), you should calculate the deductible increase of this gift by 25%. The ceiling will be raised, but not more than € 1,250. In this case there is no threshold.

Costs of the livelihood of children

From 2015, you may unfortunately no longer deduct expenses for the maintenance of your children under 21 years.

Box 3

If your tax partner and you (possible with your kids) have a capital of more then €50.000, you must pay a capital gains tax. Are you alone then the threshold is € 25.000 (in 2017; €30.000 in 2018). If you are over 65 then other thresholds apply. Also, certain capital components are excluded again. 

Are you convinced that you have a capital below the threshold, then you do not have to give us any information. Do you own more - or have any doubt - please provide as much information as possible, like:

Specifically

Do you have a shareholding in a company of more than 5% (other than your own business) we like to receive a specification.

other relevant topics