Netherlands · Tax & Finance

Three boxes.
No hiding places.

Become a Dutch tax resident and the Netherlands taxes your worldwide income across three "boxes" — including a wealth tax on savings and investments that surprises most North Americans. Here are the 2026 numbers, and what the US and Canadian treaties actually protect.

Figures verified 8 July 2026
The key numbers · 2026
  • Box 1 (work, pensions, main home): 35.75% / 37.56% / 49.50% across three brackets
  • Box 3 (savings & investments): deemed returns taxed at 36% — tax-free base €59,357 per person
  • 30% ruling: tax-free allowance stands at 30% in 2026, drops to 27% from 1 January 2027
  • Zvw health contribution: 4.85% on self-employment and pension income, up to €79,409
  • US Social Security: taxable only by the US under the 1992 treaty — the Netherlands doesn't touch it
  • AOW (Dutch state pension) age: 67

The three-box system, in one table

Dutch income tax sorts everything you have into three boxes, each with its own rules. If you live in the Netherlands 183+ days a year — or it's simply where your life is — you're a tax resident and all three apply to your worldwide assets and income.

BoxWhat goes in2026 rates
Box 1 Employment, self-employment (incl. DAFT businesses), pensions, and your main home 35.75% up to €38,883 · 37.56% to €78,426 · 49.50% above. Past AOW age (67), the first bracket falls to roughly 17.85% because you stop paying most national-insurance premiums.
Box 2 Substantial shareholdings (5%+ of a company — including your own BV) 24.5% on the first slice of dividend/gain, 31% above it
Box 3 Savings, investments, second homes — worldwide, including US and Canadian brokerage accounts A deemed return (1.28% on bank savings, 6.00% on investments, 2.70% on debts) taxed at 36%, above a tax-free base of €59,357 per person (€118,714 for fiscal partners)

Box 3: the tax that surprises North Americans

The Netherlands taxes your portfolio for existing, not for selling. There is no capital-gains tax on ordinary investments. Instead, box 3 assumes your investments earned 6.00% (2026) whether they did or not, and taxes that fictional return at 36%. On a $500,000 (≈€439,000) brokerage account, that's roughly €8,200/year in Dutch tax even in a down year — before any US or Canadian tax. If your actual return was lower, a counter-evidence route now exists after Supreme Court rulings; a full actual-return system is planned for 2028 but is not yet law.

This single rule reshapes retirement planning for wealthy movers. Money inside recognised pension wrappers (401(k)s, IRAs, RRSPs) generally sits outside box 3 while it stays in the wrapper — but taxable brokerage accounts, cash above the threshold, and second homes are all in. Model this before you move, not after.

What Americans and Canadians still owe back home

United StatesCanada
Keep filing?Yes — the US taxes citizens on worldwide income wherever they live. Foreign tax credits offset most Dutch-taxed income; box 3 credits are messier — get advice.Generally no, once you cease Canadian tax residency — but the departure tax (deemed disposition of most assets on exit) can be the biggest single bill of the move.
Social security / pensionsUS Social Security paid to a Netherlands resident is taxable only by the US (Art. 19(2) of the 1992 treaty). Private pensions and IRA distributions are generally taxed where you live — i.e., by the Netherlands, in box 1.Under the Canada–NL treaty, pensions and social security paid across the border may be taxed in your country of residence — CPP/OAS received in the Netherlands lands in box 1.
Banking frictionFATCA — Dutch banks will ask for a W-9 and SSN, and some limit investment products for US persons. FBAR filing at $10,000 aggregate abroad.Standard CRA exit forms (T1161/T1243 territory) on departure; little ongoing friction after non-residency.
ContributionsUS–NL totalization agreement prevents double social-security contributions and helps combine credits.Canada–NL social security agreement does the same for CPP/OAS.

The 30% ruling — shrinking, and not for everyone

Employees recruited from abroad by a Dutch employer can receive 30% of salary tax-free for up to five years — one of Europe's best expat tax breaks. The 2026 conditions: minimum taxable salary €48,013, capped at €262,000 of salary. From 1 January 2027 the allowance drops to 27% with a higher salary floor (€52,521 in 2026 money); people granted the ruling before 2024 are grandfathered at 30%.

DAFT holders, read the fine print: the 30% ruling is an employee facility. Self-employed Americans on DAFT generally can't use it. Employing yourself through your own BV can qualify in narrow circumstances — this is a take-professional-advice point, not a plan-around-it point. Side benefit if you do qualify: 30%-ruling holders can swap any foreign driving licence without retesting (see Living).

The other bills

The one unambiguous instruction on this page: pay a cross-border tax adviser before you become Dutch tax resident — specifically one who has handled box 3 for Americans or the Canadian departure tax. The timing of your move date, asset sales, and Roth conversions can be worth five figures.
In this section

Guides

Coming soon

Box 3 for American investors

How the deemed-return tax hits brokerage accounts, what stays exempt, and the counter-evidence route.

Coming soon

US retirement income in the Netherlands

Social Security, IRAs, 401(k)s, and Roths under the 1992 treaty — what's settled and what's grey.

Coming soon

The Canadian departure tax, explained

Deemed disposition, what's exempt, and how to time your exit year.

Sources

  1. Box 1 brackets 2026: Belastingdienst; business.gov.nl — "Tax brackets change 2026": business.gov.nl; corroborated by Deloitte Tax Plan 2026 analysis
  2. Box 3 deemed returns, 36% rate, and €59,357 tax-free base (2026): Belastingdienst — box 3 provisional assessment 2026: belastingdienst.nl
  3. 30% ruling 2026/2027 (30%→27%, salary floors, cap): business.gov.nl; Belastingdienst; corroborated by Baker Tilly and Forvis Mazars summaries
  4. Transfer tax 2%/8% from 1 Jan 2026 and €555,000 starter exemption: business.gov.nl
  5. Zvw contribution 4.85% / 6.10%, cap €79,409 (2026): Belastingdienst — percentages inkomensafhankelijke bijdrage Zvw: belastingdienst.nl
  6. US–NL treaty (1992), Art. 19(2) social security: IRS treaty text and technical explanation: irs.gov; SSA totalization: ssa.gov
  7. Canada–NL treaty (pensions residence-taxed since 1993 protocol): canada.ca; Canada–NL social security agreement: canada.ca
  8. AOW age 67 (2026): SVB — svb.nl
This page is general information, not tax advice. Cross-border taxation is personal — engage a professional licensed on both sides before acting.
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Brackets, box 3 percentages, the 30%-ruling shrink, the 2028 wealth-tax reform — we track the Belastingdienst so you don't have to.