Simulating tax declarations

Wibble2024 Member

Member since 23 September 2024

Wibble2024Member19 April 2026 13:45:06

Hello, all. At the moment, I do a joint tax declaration for my husband and for me. My husband's NHR runs out two years before mine does (I worked in my home country for two years before joining him in Portugal). It has been suggested that I run a simulation on doing a joint tax declaration and doing single tax declarations for when my husband's NHR expires. However, I notice that the tax "simulation" option on the Finanças website can't seem to handle foreign income - and it bombs out. Does anybody have any solutions to offer?

Thanks in advance.

See also

JohnnyPT Portugal Expert

Member since 23 May 2020

JohnnyPTPortugal Expert19 April 2026 17:27:49

5235

Are you using the standalone IRS simulator or the one integrated into the IRS filing process on the Portal das Finanças (usually used just before submitting the declaration? This latter internal simulator is more reliable and doesn't tend to bomb out.

If the internal simulator keeps having issues, the error is usually in Annex J, specifically in the way foreign income is mapped to the NHR codes (*). If you choose the wrong method for the type of agreement Portugal has with the other country, the simulator will return an error.

_____

(*) Anexo J:

No Quadro 4 (Rendimentos do Trabalho Dependente - Categoria A), preste atenção a estes campos:

1. Código do País: Use o código ISO (ex: 826 para Reino Unido, 840 para EUA, 250 para França).

2. Código dos Rendimentos: 401: Rendimentos de trabalho dependente,...

3. Técnica de Eliminação da Dupla Tributação: Este é o campo onde o simulador costuma "rebentar".

3.1 Método da Isenção (Código E): Geralmente usado para RNH. Significa que o rendimento não é tributado em Portugal porque já pode ser tributado na origem (conforme o acordo de dupla tributação).