Throughout your retirement, you will receive documents that are sometimes unknown, which you will have to read and keep. Among these supporting documents, the pension tax certificate indicates the amount of pensions received and declared by your pension fund to the tax department. Who must provide you with this certificate and what is it for?
The pension tax certificate allows you to check the accuracy of the pre-filled amount on your tax return. If this amount does not appear, it must be added to the taxable sums of other pensions, annuities or pensions from complementary organisations. To obtain the pension tax certificate, you can go to your personal space on the My public retirement website to view, download and print your tax certificate.
For pension insurance, as well as Carsat or CNAV, your tax certificate can be downloaded from the website in the section “Consult the amount declared to the tax authorities”. It is possible to receive, each year, a notification by email as soon as the new taxable amount is available in your customer area. However, it is essential to subscribe to the “My retirement information” service in the “Tax declaration” section. If you are affiliated with Agirc-Arrco, your pension tax certificate can be downloaded from your personal space.
