Many cross-border workers wonder whether they must — or would benefit from — filing a tax return in Luxembourg.
Obligation or opportunity?
In some cases, the tax return is mandatory (depending on the level and nature of income). In others, it is optional but beneficial: it lets you claim deductions not accounted for in the monthly withholding.
- You have a home loan with outstanding balance insurance.
- You contribute to an old-age provision scheme (111 bis).
- You qualify for resident-equivalent status (90% threshold).
- You had income variations during the year.
Our approach
We check free of charge whether you are subject to an obligation, and above all whether it is worthwhile for you to file. No specific figure can be guaranteed in advance: the outcome depends on your situation. But taking stock costs nothing and helps avoid missing a deduction.
General information, subject to legal and contractual conditions and your personal situation; to be confirmed with the ACD (Luxembourg tax authority) or a qualified professional.