Spouse living abroad – what does it mean for your tax liability?
Many expats move to Switzerland alone, leaving their spouse in the home country. This can create tax challenges because Swiss tax law considers the financial situation of the entire family, including the spouse.
Joint or separate taxation?
As a general rule, married couples in Switzerland are taxed jointly, even if one spouse does not live in the country, provided that the couple is not legally separated.
The income of the spouse living abroad is taken into account when determining the tax rate, though not for direct taxation. This can result in a higher tax rate if the total household income is higher.
What documents do you need?
You will often need to provide the following information:
- Proof of your spouse’s income abroad
- Tax return or salary statement from the home country
- Documents regarding joint children or alimony payments
We will help you prepare these documents correctly and ensure that your family situation is properly and fairly reflected for tax purposes.
More key information for expats
Residence & tax liability
Expats who live or work in Switzerland are subject to taxation – the exact scope depends on their residency status.
Withholding tax
Expats in Switzerland often overpay under the withholding tax system – our specialists review your case and help you get your money back.
Ordinary assessment
Many expats file an ordinary assessment in addition to withholding tax – this can be very worthwhile from a tax perspective.
International income
Income earned outside Switzerland is still relevant for your Swiss taxes – our specialists help you clarify the details.
Double taxation
With the right knowledge of double taxation agreements, you save unnecessary taxes – we help allocate international income correctly.
Tax deductions
Many deductions also apply to expats – those who know and declare them correctly save real money on their tax return every year.
Assets & foreign accounts
In Switzerland, worldwide wealth must be fully declared in your tax return – complete reporting ensures you remain compliant.
Do you have any questions?
If your family situation spans across borders, tax-related details often arise. We are happy to help you find your way through them.