What is pension income
This is income from occupational pension benefits (2nd pillar), i.e., your (Swiss) pension fund. In most cases, it is 100% taxable. Only in rare situations, a lower portion is taxable (e.g., for very old pensions that started before 1 January 1987). Don’t worry - you don’t have to figure this out yourself: if your pension is not 100% taxable, the taxable percentage is clearly stated on your pension statement. If nothing specific is mentioned, you can assume it is 100% taxable.
Example
You are retired and receive a monthly pension from your pension fund.
Document
You receive a pension statement from your pension fund between January and February of the following year. It shows the taxable amount and - if relevant - the taxable percentage.
How to add it in iqtax
Open Pension Income, click “add new”, enter a description (e.g., “Pension Fund XY”), enter the amount in CHF as shown on the statement, and select the taxable percentage (usually 100%, unless the statement indicates a different percentage). Then upload the pension statement to save the entry.
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