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Income and deductible expenditure when not electing resident taxpayer status

If you do not opt for resident taxpayer status, only the income that the Netherlands is allowed to tax will be subject to taxation. Below is an overview of the types of income and deductible expenditure in each box that are part of the income in that situation. The balance of this income and deductible expenditure will be the 'Dutch income'.

Please note:

If you are a non-resident taxpayer, that does not mean that you also owe national insurance contributions in the Netherlands (AOW, ANW and AWBZ) on your income. In this respect, different (international) regulations apply. For more information, please refer to The levy of national insurance contributions.

Three types of income

In the Dutch tax system, the various types of income and deductible expenditure are divided among three boxes:

Box overview

The following overview is a general outline of the income and deductible expenditure pertaining to each box.

Box 1: Taxable income from employment and home ownership Box 2: Taxable income from a substantial interest Box 3: Taxable income from savings and investments

Wages

Income from other activities in the Netherlands

Company car

Profits from a business in the Netherlands

Periodic benefits in money and kind

Owner-occupied property in the Netherlands

Negative expenditure on income insurance

Expenditure on income insurance

Offsettable losses from employment and home ownership

Negative personal allowance

Income from a substantial interest in the Netherlands

Offsettable losses from a substantial interest in the Netherlands

Notional yield (4%) on capital (assets minus liabilities): the income from savings and investments

Income in several boxes

If your income falls into two or three different boxes, this income will be treated and – where possible – taxed separately. This means that:

Deductible expenditure

Deductible expenditure that is directly related to revenue in a particular box will reduce the income in that box.

Joint ownership

This involves your own income and deductible expenditure. Income and capital components that are allocable to several persons (e.g., joint income components of you and your spouse) are taken into account in accordance with each person's (proprietary) rights to these income and capital components. If you are married, the allocation will be based on the community property system.

Example

You are married in community of property. Together with your spouse, you own a holiday home in the Netherlands. Under the community property system, each of you owns 50% of this home. For tax purposes, therefore, 50% of the income from this home is taken into account in Box 3.

Calculation of the tax owed

The tax you owe on the income in the three boxes is levied as one amount with any national insurance contributions owed. This amount is reduced by the tax credits to which you are entitled. If you do not opt for resident taxpayer status, you will not be entitled to the income tax component of the tax credit. This is the part of the total tax credit that relates to income tax, constituting approximately 7% of the total tax credit.

Please note:

If you do not opt for resident taxpayer status, you will not be entitled to:

Furthermore, you cannot have a tax partner for income tax purposes.

The above does not apply to residents of Germany, Belgium, Surinam, the Netherlands Antilles and Aruba. For more information, please refer to:

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