What details do I need to submit my actual return in the future?

If you have bank and savings balances (only available in Dutch) domestically or abroad, you will need the following details:

• name and account number (IBAN) of each bank and savings account
• overview(s) of any interest you received.
  You can find this on the annual overview of your bank.
• the interest you received from a foreign account with a different currency. For the exchange rate, check the website of the European Central Bank (ECB)(opens new window).

You don't need to look up costs for a bank or savings account. These costs are not deductible from actual returns.

You need the interest received on your share of the assets of the Owners' Association (VvE). Check the annual accounts of the VvE to find the interest received. Your share is listed in the demerger deed. You can also request the interest received or the demerger deed from your VvE administrator.

For cash in currencies other than euros, you will need the following details:

• the value on 1 January and on 31 December or on the date you received or redeemed it
  For the exchange rate, check the website of the European Central Bank (ECB) (opens new window).

For investments (only available in Dutch) such as shares, bonds, options and the non-exempt part of green investments, you will need the following details:

• an annual statement of income received, but excluding dividend tax withheld.
  For example: gross dividends, interest on bonds.
• the value on 1 January and on 31 December
  Use the annual statement or portfolio statement from your bank or insurer, or use your annual accounts. If you did not yet have the investment on 1 January, use the purchase value. If you no longer had the investment on 31 December, use the sales value.
• the total value of your purchases and sales that year.
  For example, use an investment account statement, your portfolio statement or a return analysis, such as a statement showing all buy and sell notes.

Do you have investments in foreign currency? Then you will also need:

• the dividend or interest received in euros
  Check the website of the European Central Bank (ECB) (opens new window ) for the exchange rate on the day of receipt.

You don't need to look up costs incurred, such as management and administration fees. These are not deductible from the actual return.

For crypto assets (such as bitcoins, other coins or tokens such as NFTs) that you keep in a personal wallet, with an exchange or with another party, you will need the following details:

• the value on 1 January and 31 December
  This can be found, for example, in an annual statement from the issuer of your cryptocurrency. If you did not yet have the cryptocurrency on 1 January, use the purchase value. If you no longer had the cryptocurrency on 31 December, use the sale value.
• the total value of purchases and sales over the whole year
  This can be an overview or return analysis, such as a summary of all purchase and sale notes.

You don't need to look up costs such as trading fees. These are not deductible from the actual return.

A 2nd home (only available in Dutch) is, for example, a holiday home for personal use inside or outside the Netherlands. It is not a home in which you live permanently, which would fall under box 1. For a 2nd home, you will need the following details:

• address details

• the WOZ value (property value) for the year in question and the following year.
  This value can be found on the WOZ assessment you received from the municipality.

If your 2nd home is abroad, you will need the following details:

• the value on 1 January or the date of purchase
  Use the market value (only available in Dutch) for this.
• the value on 31 December or the date of sale
  The market value also applies here.

You don't need to look up costs such as maintenance costs. These are not deductible from the actual return.

For a home that you rent out (part of the year), you will need the following details:

• address details

• the WOZ value (property value) for the year in question and the following year
  This value can be found on the WOZ assessment you received from the municipality.
• rental or lease receipts
  Use a bank statement or rental agreement for this.

If the home you are renting out is abroad, you will need the following details:

• the value on 1 January or the date of purchase
  Use the market value (only available in Dutch) for this.
• the value on 31 December or the date of sale
  The market value also applies here.

You don't need to look up costs such as maintenance costs. These are not deductible from the actual return.

Other immovable property (only available in Dutch) include, for example, a plot, garage or business premises both inside and outside the Netherlands. You will need the following details:

• address details
• the value on 1 January or the date of purchase
  Use the market value (only available in Dutch) for this.
• the value on 31 December or the date of sale
  The market value also applies here.
• rental or lease receipts
  Use a bank statement or rental agreement for this.

You don't need to look up costs such as maintenance costs. These are not deductible from the actual return.

For claims (only available in Dutch) where you have lent money, such as a gift on paper, you will need the following details:

• the interest received on the amount you lent.
  You can use, for example, a bank statement or an agreement.

Other assets (only available in Dutch) include various possessions, such as the non-exempt part of a capital insurance policy. For each of these other assets, you will need the following details:

• the value on 1 January and 31 December
  This can be found in, for example, an annual statement. If you did not yet have the other asset on 1 January, use the purchase value. If you no longer had the other asset on 31 December, use the sales value.
• the total value of premiums paid and benefits received over the whole year.
  This can be found in, for example, a statement or return analysis.

Debts (only available in Dutch) include, for example, a personal loan or a debt for a 2nd home or a car. For each debt, you will need the following details:

• the name of the (money) lender
• the interest paid
  Use bank statements, a loan agreement or an annual statement for this.

Do you want to fill in the form 'Opgaaf werkelijk rendement' (Submit Actual Return) on behalf of someone who passed away? In that case, you will also need a next of kind authorisation (only available in Dutch).

If you have underage children with Box 3 income, you will also need to gather their details. You are required to provide the actual return of your underage children in the form 'Opgaaf werkelijk rendement' (Submit Actual Return).