What percentages were used to calculate the notional return in my tax return?

From 2017, we calculate the notional return ('fictief rendement') on your Box 3 income with fixed percentages. We do this based on the actual distribution of the types of assets you have: bank deposits, investments and other assets and debts. In doing so, we assume that you achieved a certain return. We use notional returns that are close to the actual return rates for savings or investments.

Check the return rates per tax year.

What are the notional return percentages?

Percentages Box 3 income
Asset type 2025 2024 2023 2022 2021 2020 2019 2018 2017
Savings 1.37% 1.44% 0.92% 0.00% 0.01% 0.04% 0.08% 0.12% 0.25%
Investments/other assets 5.88% 6.04% 6.17% 5.53% 5.69% 5.28% 5.59% 5.38% 5.39%
Debts 2.70% 2.61% 2.46% 2.28% 2.46% 2.74% 3.00% 3.20% 3.43%

Your actual return might be more favourable than the notional return

According to rulings of the Supreme Court (Hoge Raad) (only available in Dutch), we must assume your actual return if it is lower than the notional return. 

If you are allowed to report your actual return to us for 2017-2024, you will receive a letter from us. The actual return for 2025 is in the 2025 income tax return.

If you report your actual return to us, you will never pay more tax than you would have done with the notional return. We will always use the calculation method most beneficial to you.