Spousal deduction/Special spousal deduction is a system that allows you to reduce the amount of tax you pay if your spouse has no income or low income.
The condition is that he is married to you and that he shares his livelihood with you. (Other specified requirements must be met)
▶ Spousal deduction: spouse'sTotal annual income is XNUMX yen or lessApplies to spouses who meet the specified requirements.
▶Special deduction for spouse: Spouse’sIf the total annual income exceeds XNUMX yenapplies to spouses who meet the specified requirements.
Apply at the time of year-end adjustment. (Every year, from November to mid-December, your company will send you instructions for year-end adjustment procedures.)
Company“Basic deduction form/spousal deduction form/income amount adjustment deduction form”Please fill out the necessary information on the document and submit it to the company.
In addition to the tax return, there are two other types of documents that must be submitted, so please check the following.
*Please note that if you wish to deduct relatives other than your spouse, the application documents will be different.
Click here for the page with an example of how to fill out the tax return.
There are two types of documents required for dependent deduction.
I know that you are married"Marriage related documents"and reveal that you sent money to that spouse overseas."Remittance related documents"must be submitted.
Documents proving that the person eligible for the dependent deduction is married to you and that they are not living in Japan but overseas are required.
You are required to submit one of the following types of documents: ① or ②.
A Japanese translation is also required.Original documents are required for submission.
① Documents issued by Japan or a local government, such as a copy of the family register, and a copy of the passport of the spouse who does not live in Japan.
②Documents issued by a foreign government or foreign local government (limited to those containing the name, date of birth, address, or residence of a spouse who does not live in Japan)
If the name, date of birth, and address of your overseas spouse are not listed, or if you cannot prove that your spouse is married to you, submit both a marriage certificate and a copy of your family register. is required.
▶Specific examples of required documents
Marriage certificate or family register copy of the person
[Marriage certificate] A document that proves that two people have become husband and wife.
[Certified family register] A document that proves when and where you were born.
Remittance documents are documents that reveal that you sent money to your spouse overseas.
You are required to submit one of the following types of documents: ① or ②.
A Japanese translation is also required.It is OK to submit a copy.
① Documents that prove that you made a payment to your spouse living overseas through a foreign exchange transaction using a bank or online banking (such as an "Overseas Remittance Certificate" issued by a financial institution such as a bank)
② Documents that clarify that you have paid or are planning to pay for purchases of products or services received by your spouse living overseas using a credit card such as a family card (a family card issued by the credit card) (card usage statement, etc.)
You will need to submit or present all documents related to remittances, etc. in the year in which the spousal deduction is applied, so be sure not to throw away your remittance statements or credit card statements.
© GLOBAL BUSINESS NETWORK INC. All Rights Reserved.
