Complete Guide to Filing Anexo E for IRS in Portugal

Table of Contents

Description

What is it?

Anexo E is a supplementary form required when filing IRS in Portugal. This form is used to declare income from certain types of investment or other passive income sources that are not included in the primary IRS declaration forms.

Who needs it?

This form is typically required for individuals who have passive income, such as rental income, interest, dividends, and other similar types of income that are not directly related to employment or self-employment.

Procedure

  1. Login to the IRS Portal: Access the IRS online platform through Portal das Finanças .

  2. Navigate to the IRS section: Look for the section to declare IRS and click on it. Usually, you might see a prompt to begin the filling process for your annual tax return.

  3. Select the appropriate year: Choose the fiscal year for which you are filing the declaration.

  4. Download Anexo E Form: Locate and download the Anexo E form from the list of available forms on the IRS platform. Ensure that you download the form for the correct year.

  5. Fill in personal information: Fill out your personal details on the form, such as your NIF (Número de Identificação Fiscal), name, and other relevant identification details.

  6. Declare Income: In the specified sections of Anexo E, declare all types of passive income. This can include:

    • Interest income: Interest earned from bank accounts or bonds.
    • Dividends: Income from shares or stocks.
    • Rental income: Earnings from renting out properties.
    • Other passive income: Any other specified type of passive income not covered by the other categories.

  7. Double-check the Information: After completely filling out the form, review all the details for accuracy. Make sure you haven’t missed any essential information.

  8. Submit the Form: Submit the completed Anexo E form through the IRS portal. You may need to upload it along with your other IRS declaration documents.

  9. Confirm Submission: After submission, confirm that the form has been received and processed by checking the status on the IRS portal.

Required Documents

  • NIF (Número de Identificação Fiscal): Obtainable from your local tax office if you don’t already have it.
  • Bank Statements: Statements showing interest earned during the fiscal year.
  • Dividend Statements: Reports from your brokerage or financial institution detailing dividend income.
  • Rental Agreements: Contracts or lease agreements showing rental income and terms.
  • Previous IRS Declarations: Having a copy of last year’s IRS declaration may help for reference.

Providers that can do it for you

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Additional details

  • Ensure that all the amounts are entered in Euros.
  • It’s crucial to verify if there are any updates or changes to the form or procedures on the Portal das Finanças , as the regulations and forms may be updated periodically.

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