Tax return and your pension.

Are you looking for factor A (benefit accrual in calendar year) or annual statement for your tax return? Read here when you need it and where you can find the necessary information.

Factor A (benefit accrual in calendar year)

You need factor A if you want to calculate your tax allowance to deduct any annuity premiums. For the 2023 tax return, you will need your factor A (benefit accrual in calendar year) 2022. You will find Factor A under 'My pension' in MijnZwitserleven. 

Have you not used your tax allowance from previous years? You can use the tax allowance for up to 10 years previously. More information can be found at Tax and Customs Administration. Factor A of previous years can also be found in MijnZwitserleven.

See your factor A

Annual statement

You will automatically receive your annual statement before the 1st of March. You will receive this either through post or digitally, depending on your settings. Your gross pension income of last year will be noted on your annual statement. In addition, you can see which amounts have been withheld in total. 

Have you received a message that you can download your annual statement in MijnZwitserleven? You can find your annual statement under 'Documents'.


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