Declaring Luxembourg Investments in French Tax Return

26/05/2020

As in Luxembourg (June 30, 2020), the French tax return deadline is approaching.
Depending on your department of residence, the deadline varies:
- June 8, 2020 for residents of Meurthe-et-Moselle.
- June 11, 2020 for those from Moselle or Meuse.

For other departments, you will find the list on the French tax website: https://www.impots.gouv.fr/portail/particulier/questions/quelle-date-dois-je-faire-ma-declaration

If you are a cross-border worker and own one or more investments for tax deductions in Luxembourg, you are obliged to declare them in France.
But how? Here's where to specify this information in the French online declaration

When declaring online, simply check box 8TT (Insurance contracts taken out in Luxembourg).

Then attach the necessary information by clicking the "Attach the list of contracts" button

Explanation

Subscriber identification: surname, first name, address, date and place of birth
Enter here the requested personal information

Address of the insurance organization's headquarters
Enter here the name and address of the insurer (e.g.: Foyer - 12 rue Léon Laval L-3372 Leudelange)

Contract designation, reference and nature of risks guaranteed
Enter here the information related to the subscribed contract: contract name, its number and type of contract (e.g.: life insurance)

Time from which the risk is covered
Enter here the date from which the contract was subscribed (e.g.: 01/01/2015)

Date and amount of premiums paid
Enter here the amounts paid during the tax year (e.g.: 01/01/2020 - 500€, 01/02/2020 - 500€, etc.)

Surrender value on December 31, 2021
Enter here the value of the contract on December 31 of the tax year (e.g.: 12,500€)

Once you have filled in all this information, all you have to do is validate and submit your declaration.
The information must be completed for each contract held in Luxembourg.

Source impots.gouv.fr