u/Beneficial_Bill4924

Questions/clarifications about first tax return

Hello.

I moved to France in September last year with my partner and I'm in the process of filing my first tax return.

I wanted to validate my understanding of what I need to submit and check if I'm missing anything. My understanding is as follows:

  • First return so it has to be in paper and also include our carte de sejours

  • Form 3196 for every non-French account (current, saving, investment, etc...)

  • Form 2074-CMV for capital gains / losses that occurred during the time window. Broker already calculates gain/loss so 2074-CMV rather than 2074, in my case it's losses I'm declaring for future years so I don't believe I fill in anything on the 2042-C for this

On to the main form 2042:

  • I am employed so I put my amount paid in section 1AJ and the tax already taken in 8HV

  • My partner is not employed, however they have interest from savings accounts and fixed bonds which should be added and put into 1BJ

  • Likewise, I have interest from savings accounts that I should add to my income from work in 1AJ

  • Obviously I also need to fill in the information about address and the declarants

Outside of these, am I missing anything or have I written down anything incorrect in the above text?

Thank you.

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u/Beneficial_Bill4924 — 9 days ago