Geordieborn

Donna Noble I had to laugh at seeing a link to PriceWaterhouse, see they are avoiding their full name these day, no surprise there, well known bunch throughout the world...
I don't think what is being said is any different to what others have already said or what you are saying (not ranting at all) . I think this is only an issue for those living in multiple countries, this case mainly UK/Italy. The governments involve have attempted to clarify things (UK recently in the last 2-3 years), but in my opinion there are still square pegs that don't fit. I believe I read if you do 183 days or more out of Italy you become none resident, but for those that need to play such games (some simply because it's s much hassle, other for the money) if they leave Italy every 89 days and spend the bulk of the year outside of the country 183 days, they can still be "resident" , but not necessarily "tax resident" . I very much agree with you regards those simply avoiding tax, but really all countries need to agree a much simpler tax system across borders.
Anyone wanting to be even more bored by all this, then this is the official UK DTA link - explains it all - not!

arjacey

My point exactly. I started this thread to share my experiences as I found other threads useful. Probably the most salient information is 'whatever other people have found works, will probably not work or will work in a slightly different way for you'. This applies to a different region, province, commune or even in the same office, at the same desk when there is a different person behind the desk, or even the same person at the same desk but its a different day or time of day.

For us, its part of the charm of the place but then we seem to be in a fairly laid-back area with many friendly and helpful people and our situation is fairly simple. Being retired (almost), we have time to absorb the inefficiencies of the bureaucratic systems.

My post was to mean that you wouldn't have to 'fill in a tax form if you are registered as resident', that is, the latter does not cause the former. My understanding is that no-one is going to call me to attend a form filling appointment nor will I receive a tax form automatically just because I have registered as a resident.

I would fill in a tax form if I declare myself as liable for tax in Italy, whatever my residency situation. This I intend to do. If anyone considers that they should be paying tax in Italy, they need to be proactive and make it happen. If they don't declare it, they are either asking for trouble or 'putting it to the uomo', whatever their philosophy is. For me, its the former agreeing, as I do, with your sentiments towards the end of your post.

We have a not altogether straightforward tax situation. One of us is a pensioner, receiving a state pension and a local authority pension (both from the UK). The other owns a UK Limited Company (so I assume Corporation Tax will continue to be a UK tax liability). Income from this would be an Italian tax liability. The second state pension will come into effect towards the end of next year. I have a UK 'draw-down' pension fund in the UK that has been 'crystallised' and I have taken the lump sum from that fund while still in the UK so that it would qualify for tax-free status.

We are awaiting some recommendations for a local commercialista who will understand and correctly account for this.

As previously in this thread, we applied for residency in order to get health care cover (paid for) in order to complete our residency application.

You quote some useful rules details but, once again, there seems to be an obligation on the citizen or resident to make things happen and to adhere to these rules. The rules would be applied if an investigation found that someone who should be paying taxes was not, I guess.

This forum is a useful tool to inform and educate and I have used it many times in this way since we decided to retire here. Hopefully our discussions may help others...

Ruby2

Our tax situation is quite similar to yours and we have used Antonio del Gaizo as our commercialista for the 5 years we have lived here. He specialises in Italian tax returns for U.K. citizens with mainly UK sourced income. Although not local (he operates between Oxford and Livorno) we have found it works fine communicating via email and Skype. His web-site is http://studiodelgaizopicchioni.it/. I may have mentioned him before on this or another similar thread. If so, sorry for repeating myself!

Kevin_P

I understand that for residency I would be required to pass an A2 language test in Italian. Does anyone have any knowledge or experience of this?

modicasa

Technically you need to fill in a tax form if you own a property here, resident or not. most don't because the IMu they pay is more than their tax liability would be. However, what is important to remember in all of this is that the tax man will not send you forms or reminders or nudges. Tax is your responsibility - all of it - from the form to the calculation to the payment. This accounts for the high level of evasion - and people with businesses 'entirely unknown to the fisco'. But, if and when they catch you there is no way out - it is your fault.

arjacey

Not aware of this. We didn't (and wouldn't be able to)😎

arjacey

Thanks. I will sound him out...