Social security contributions (CSG, CRDS...) on wealth and investment income

Verified 27 May 2026 - Public Service / Directorate of Legal and Administrative Information (Prime Minister)

Are you wondering about the social levies that apply to your income from assets (land, rentals, etc.) and investments? The main ones are CSG: titleContent, the CRDS: titleContent and the solidarity levy. However, some income is exempt. If you are a tax non-resident, you benefit from specific exemptions. We tell you what you need to know.

What applies to you ?

You are

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      Your situation varies depending on whether you are or not french tax resident.

      French tax resident

      If you are domiciled in France for tax purposes, you must pay social contributions on your income from assets and capital, even if they are exempt from income tax.

      The situation depends on the income concerned.

      Income from wealth

      Tableau - Main income subject to social security or tax exemptions

      Income concerned

      Subject to social security contributions

      Land income (empty rental)

      Yes

      Income from a furnished rental (non-professional)

      Yes

      Real estate capital gains and on personal property

      Yes

      Life annuities for consideration

      Yes

      Certain financial income (for which the CSG: titleContent is not precounted)

      Yes

      Capital gains on the sale of securities

      Yes

      You are considered a non-professional landlord if at least one of the 2 conditions the following is completed:

      • The annual revenue from this activity by all members of your tax home are less than €23,000
      • The income (rent for furnished apartments) is less than the total amount of other income from your tax household (salaries, other BIC: titleContentetc.).

      Investment income

      Tableau - Main income subject to social security or tax exemptions

      Income concerned

      Subject to social security contributions

      Main savings and investment income (fixed-income investment income, dividends, voucher products or capitalization contracts and life insurance, etc.)

      Yes

      Employee savings income

      Yes

      Income from home savings (CEL and ELP)

      Yes

      Realized gain or life annuity paid in case of withdrawal or closure of a PEA

      Yes

      Interest on a company savings account

      Yes

      Interests of booklet A

      Exempt

      Interests of youth booklet

      Exempt

      Interests of People's savings account (LEP)

      Exempt

      Interests of sustainable development booklet

      Exempt

      Earnings of one Climate Futures Savings Plan (PEAC)

      Exempt

      The rate of social security contributions depends on the income concerned.

      Income from wealth

      The rate of social security contributions depends on the income concerned:

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      General case

      Tableau - Rates of social contributions applicable

      Social levies

      Rate

      Generalized social contribution (CSG)

      10.6%

      Social Debt Repayment Contribution (SDRC)

      0.5%

      Solidarity levy

      7.5%

      TOTAL

      18.6%

      Special rules may apply to the rate of CSG: titleContent for certain investments.

      Ask your financial institution.

      Land income

      Tableau - Rates of social contributions applicable

      Social levies

      Rate

      Generalized social contribution (CSG)

      9.2%

      Social Debt Repayment Contribution (SDRC)

      0.5%

      Solidarity levy

      7.5%

      TOTAL

      17.2%

      Real estate capital gains

      Tableau - Rates of social contributions applicable

      Social levies

      Rate

      Generalized social contribution (CSG)

      9.2%

      Social Debt Repayment Contribution (SDRC)

      0.5%

      Solidarity levy

      7.5%

      TOTAL

      17.2%

      FYI  

      If you live in France, work in an EU countryEEA: titleContent (European Union, Iceland, Norway, Liechtenstein) or in Switzerland and are affiliated to the compulsory social security of that country, you are not subject to the CSG and the CRDS. Only the solidarity levy of 7.5% is due.

      Investment income

      The rate of social security contributions depends on the year of receipt of the income concerned:

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      2025 Revenues

      Tableau - Rates of social contributions applicable

      Social levies

      Rate

      Generalized social contribution (CSG)

      9.2%

      Social Debt Repayment Contribution (SDRC)

      0.5%

      Solidarity levy

      7.5%

      TOTAL

      17.2%

      2026 Revenues

      The rate of social security contributions depends on the income concerned:

      General case
      Tableau - Rates of social contributions applicable

      Social levies

      Rate

      Generalized social contribution (CSG)

      10.6%

      Social Debt Repayment Contribution (SDRC)

      0.5%

      Solidarity levy

      7.5%

      TOTAL

      18.6%

      Special rules may apply to the rate of CSG: titleContent for certain investments (e.g. PEA: titleContent, PEE: titleContent or IEP: titleContent), in particular for situations (earnings or payments) prior to 2018.

      Ask your financial institution.

      Life insurance
      Tableau - Rates of social contributions applicable

      Social levies

      Rate

      Generalized social contribution (CSG)

      9.2%

      Social Debt Repayment Contribution (SDRC)

      0.5%

      Solidarity levy

      7.5%

      TOTAL

      17.2%

      Special rules may apply to the rate of CSG: titleContent in certain situations.

      Ask your financial institution.

      Home savings plan
      Tableau - Rates of social contributions applicable

      Social levies

      Rate

      Generalized social contribution (CSG)

      9.2%

      Social Debt Repayment Contribution (SDRC)

      0.5%

      Solidarity levy

      7.5%

      TOTAL

      17.2%

      Home savings account
      Tableau - Rates of social contributions applicable

      Social levies

      Rate

      Generalized social contribution (CSG)

      9.2%

      Social Debt Repayment Contribution (SDRC)

      0.5%

      Solidarity levy

      7.5%

      TOTAL

      17.2%

      Popular savings plan
      Tableau - Rates of social contributions applicable

      Social levies

      Rate

      Generalized social contribution (CSG)

      9.2%

      Social Debt Repayment Contribution (SDRC)

      0.5%

      Solidarity levy

      7.5%

      TOTAL

      17.2%

      FYI  

      If you live in France, work in an EU countryEEA: titleContent (European Union, Iceland, Norway, Liechtenstein) or in Switzerland and are affiliated to the compulsory social security of that country, you are not subject to the CSG and the CRDS. Only the solidarity levy of 7.5% is due.

      The payment varies depending on whether it is income from assets (e.g. land income) or investment income (for example, bond income).

      Income from wealth

      If you have filed your tax return on time, you receive between august and september a tax notice common for your social levies and your income tax.

      This single opinion shall contain the following information:

      • Detail and calculation of the 2 taxes
      • Total amount payable
      • Payment methods you can use
      • Deadline for payment.

      Investment income

      You don't have to take any steps to pay social contributions on this income.

      If the income comes from financial investments, the paying institution (bank or organization with which you have invested) directly collects the contributions.

      If the income is from real estate capital gains or certain movable property (such as precious metals or objects), you must report them to the tax authorities that calculate the contributions.

      Condition

      To benefit from a deductible CSG, you must have chosen progressive scale taxation for your wealth and investment income.

      You therefore do not benefit from a deductible CSG if you have chosen the Single flat-rate levy (PFU), also known as flat tax at the rate of 31.4% (or 30%).

      Deductible CSG share

      If you have paid social levies on certain income from assets (property income for example) and investments, part of the CSG paid at the 10.6% (or 9.2%) is deductible of your income.

      This deductible portion is 6.8%.

      Other social security contributions are not deductible from your income:

      • 3.8% (or 2.4%) of the remaining part of CSG
      • 0.5% of CRDS
      • 7.5% solidarity levy.

      Deduction

      The deduction is made on income from assets in the year of payment of the CSG.

      This amount is pre-filled on your tax return.

      For example, you can deduct from your 2025 income (reported in 2026) the deductible portion of the CSG paid in 2025 (calculated on 2024 income).

      Please note

      Certain income from movable capital subject to social security contributions when they are paid in 2025 may also allow a deductible CSG share to be received. This amount will be calculated automatically and added to the pre-filled amount when calculating the 2025 income tax.

      Non-resident French tax

      If you are domiciled outside France for tax purposes, some of your income from French sources is subject to social levies, including property income (rents) and real estate capital gains. Others are exempt.

      For know your tax residence, check your situation with your tax office.

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      You are still in France

      Consult your personal income tax service :

      Who shall I contact

      You can contact him directly from your online space:

      Taxes: access your Public Finance area

      You are abroad

      If you receive income from a French source, ask the non-resident tax service.

      Who shall I contact

      The situation depends on the type of income concerned.

      Income from wealth

      Tableau - Main income subject to social security or tax exemptions

      Income concerned

      Subject to social security contributions

      Land income (empty rental)

      Yes

      Income from a furnished rental (non-professional)

      Yes

      Real estate capital gains and on personal property

      Yes

      Life annuities for consideration

      No

      Certain financial income (for which the CSG: titleContent is not pre-counted, for example)

      No

      Capital gains on the sale of securities

      No

      Investment income

      Tableau - Main income subject to social security or tax exemptions

      Income concerned

      Subject to social security contributions

      Main savings and investment income (fixed-income investment income, dividends, voucher products or capitalization contracts and life insurance, etc.)

      No

      Employee savings income

      No

      Income from home savings (CEL and ELP)

      No

      Realized gain or life annuity paid in case of withdrawal or closure of a PEA

      No

      Interests of booklet A

      No

      Interest on a company savings account

      No

      If your tax domicile is outside of France, you cannot hold the following products:

      FYI  

      If you plan to moving to live abroad, check with your bank.

      Social levies depend on your situation:

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      Membership of a European social security scheme

      If you are affiliated to a compulsory social security scheme of a country of the EEA (other than France) or Switzerland, the levy shall be 7.5%.

      Please note

      To benefit from this plan, you must attest to the honor of your situation and provide your supporting documents in case of request from tax services.

      Other

      The situation depends on the income concerned:

      Land income
      Tableau - Rates of social contributions applicable

      Social levies

      Rate

      Generalized social contribution (CSG)

      9.2%

      Social Debt Repayment Contribution (SDRC)

      0.5%

      Solidarity levy

      7.5%

      TOTAL

      17.2%

      Furnished rental income (non-professional)
      Tableau - Rates of social contributions applicable

      Social levies

      Rate

      Generalized social contribution (CSG)

      10.6%

      Social Debt Repayment Contribution (SDRC)

      0.5%

      Solidarity levy

      7.5%

      TOTAL

      18.6%

      Real estate capital gains
      Tableau - Rates of social contributions applicable

      Social levies

      Rate

      Generalized social contribution (CSG)

      9.2%

      Social Debt Repayment Contribution (SDRC)

      0.5%

      Solidarity levy

      7.5%

      TOTAL

      17.2%

      If you filed your tax return on time, the non-resident personal income tax department will send you between August and September a tax notice for your social security contributions.

      This opinion contains the following information:

      • Detail and calculation of taxation
      • Total amount payable
      • Payment methods you can use
      • Deadline for payment.

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