How do I make an application to receive income deduction (tax refund) on my individual-type DC (iDeCo) contributions?

The full amount of contributions in an individual-type DC (iDeCo) is subject to income deduction. Those who make contributions to iDeCo by themselves (debit from their bank account) are eligible... Show Detail

I am currently receiving benefits in installments (annuity), when will I receive the Certificate of Income and Withholding Tax to be used for my final tax re...

A “Withholding Tax Certificate for Public Pensions, etc." "公的年金等の源泉徴収票" is sent by Sompo Japan DC Securities every year in January. It shows the benefit amount received during the previous year. Pl... Show Detail

When is a "Certificate of Payment for Small Enterprise Mutual Aid Premiums (iDeCo Deduction Certificate)" for an individual-type DC (iDeCo) sent?

The delivery date of a "Certificate of Payment for Small Enterprise Mutual Aid Premiums (iDeCo Deduction Certificate)" "小規模企業共済等掛金払込証明書（iDeCo控除証明書）" for an individual-type DC (iDeCo) varies dependi... Show Detail

What kind of tax benefits are available to participants?

Tax benefits are available at each stage of contribution, investing and benefits. ■When making contributions 　 ・Companies of a corporate-type DC: The full amount of contributions are deductible... Show Detail

Is there any tax when I transfer my pension assets in the defined contribution pension plan?

No tax is imposed. When a participant retires and transfers assets to another defined contribution pension plan, the accumulated pension assets can be transferred tax-free. Show Detail

Are there any taxes on investment gains in an individual-type DC (iDeCo)?

Investment gains are tax-free in an individual-type DC (iDeCo). Investment gains are also tax-free in a corporate-type DC. Show Detail