AHV and IV pensions are regular benefits paid by the Swiss old-age and survivors’ insurance (AHV) and disability insurance (IV). These pensions are taxable income and must be declared in your tax return.

You receive a monthly AHV old-age pension after retirement or an IV pension due to long-term incapacity to work.

You receive a pension statement from the AHV/IV office in January of the following year. Upload this statement as supporting documentation.

Open Insurance income, click add, and select AHV / IV pension from the dropdown. Then choose AHV (old age pension) or IV (disability pension), enter the amount in CHF as shown on the statement, and upload the pension statement to save the entry.

Compensation from Unemployment Insurance consists of daily allowances paid by the Swiss unemployment insurance (ALV) when you are unemployed and registered with the RAV. These payments are taxable income.

You are unemployed and receive allowances from the unemployment insurance while you are looking for a new job.

You receive an annual statement from the unemployment insurance showing the paid compensation. This statement is usually issued between January and February of the following year.

Open Insurance income, click add, and select unemployment insurance compensation from the dropdown. Then enter the amount in CHF as shown on the statement and upload the unemployment fund statement to save the entry.

This includes daily allowances from health, accident, disability, or military insurance, as well as child/family allowances and maternity compensation if they were paid to you directly (i.e., not processed via your employer and therefore not included on your salary certificate). In most cases, these benefits are handled through the employer and already appear on the salary certificate. If not, they are taxable and must be declared in your tax return.

You have been unable to work for several months and receive sickness daily allowances (Krankentaggeld) directly from the insurance provider, without them being processed through your employer.

The insurance provider or compensation fund issues a statement of the compensation paid, usually between January and February of the following year.

Open Insurance income, click add, and select Child/family allowances, maternity, etc. from the dropdown. Then enter the amount in CHF as shown on the statement and upload the confirmation from the compensation fund or insurance provider (e.g., child allowance or daily allowance statement) to save the entry.