Should a loan of money between individuals be declared for tax purposes? - You lent
Verified 01 janvier 2023 - Directorate for Legal and Administrative Information (Prime Minister)
The reporting formalities are different depending on the amount of loans made.
You lent more than 5,000 €
If you have made more than one loan for a total of more than €5,000 on the year, you must fill out form no. 2062, if the borrower does not do so.
You have to send it to your tax department.
Who shall I contact
FYI
you have to file the loan agreement return at the same time as your tax return.
If you report online, you must use the "Supporting Declarations" section.
Taxes: access your Special Space
If it is an interest-bearing loan, you have to declare the interest you earn on your annual income tax return.
If you want to better secure your loan, you can establish a debt recognition.
You can write a privately signed document or address a notary.
Who can help me?
Find who can answer your questions in your region
Tax Information Service
By telephone:
0809 401 401
Monday to Friday from 8:30 am to 7 pm, excluding public holidays.
Free service + call price
- Department in charge of taxes (treasury, tax department...)
- Company Tax Service (SIE)
Reportable obligation in case of loan
Loans exempt from reporting
Online service
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Ministry of Finance
Ministry of Finance