Hello everyone,
I have a question about the saver's allowance. I am married - so together we have €2000.
I have a custody account as well as fixed-term deposits and call money. My exemption order of €1000 is invested and has also been used up for 2024. My wife has power of attorney on the account - it's also our joint money.
My wife has no interest income this year.
My plan: Will her remaining lump sum be offset against "my surplus" in the tax return for joint assessment if I now realize an interest income of $XEON (-0%) realize another €500 in interest income? I would then have around €1800 in interest income in 2024 and my wife would have €0.
Or am I looking at this wrong?
Thank you for your support and a good start to the new year to everyone.
