Ask a tax advisor on the topic of Income tax return

What is the net family income with 50 percent work and 50 percent EU pension as well as full income from the wife's work?

October 28, 2019 | 80,00 EUR | answered by Steuerberater Knut Christiansen

My annual gross income is 94 thousand euros (previously tax class 3).
My wife's annual gross income is 27 thousand euros (previously tax class 5).

Due to a cancer diagnosis, I will no longer be able to work full-time in the future.
I plan to work 50% under the old conditions and apply for a 50% disability pension.

The future income situation is as follows:
47,000 euros per year - 50% earned income
12,534 euros per year - 50% disability pension (1,045 x 12)
848 euros per year - 50% company pension (70.64 x 12)
4,672 euros per year - 50% company pension (389.40 x 12)
5,400 euros per year - part-time employment 450 euros per month
27,000 euros - wife's income

What will our net income look like?

How should the tax classes be distributed?
I am 48 years old and my wife is 45.

Steuerberater Knut Christiansen

Hello and thank you for using ask-a-pro.com!

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Best regards,

Knut Christiansen
Tax consultant