Which special expenses can I claim in my income tax return?
March 1, 2024 | 40,00 EUR | answered by Tatiana Herrmann
Dear tax advisor,
My name is Maria Zellmann and I have a question regarding my income tax return. I am not sure which special expenses I can claim and would like to ensure that I can take advantage of all possible tax benefits.
Currently, I am employed in a medium-sized company and earn a regular salary. In addition to my main job, I also have a small supplementary income from freelance work. I have heard that I can claim certain expenses, such as health and nursing insurance contributions, provision expenses, or donations, in my income tax return.
My concern is that I may have forgotten some special expenses or not correctly reported them, which could lead to an unnecessary tax burden. I want to make sure that I maximize all possible tax benefits and do not make any mistakes when reporting my special expenses.
Could you please outline exactly which special expenses I can claim in my income tax return and how I can ensure that I consider all relevant expenses? Are there any specific receipts or documents that I may need for this?
Thank you in advance for your help.
Best regards,
Maria Zellmann
Dear Mrs. Zellmann,
Thank you for your question regarding your income tax return and the possible deductions you can claim. It is important to accurately report all relevant expenses in order to not miss out on potential tax benefits and avoid unnecessary tax burdens.
As an employee with additional income from freelance work, you have the opportunity to include various deductions in your income tax return. Typical deductions include health and long-term care insurance contributions, retirement provisions such as contributions to private pension plans, and donations to charitable organizations.
It is important to carefully keep all relevant receipts and documents for your deductions and attach them to your tax return when necessary. For example, you will need the relevant certificates from your health insurance as well as your contribution invoices to report your health and long-term care insurance contributions.
For reporting your retirement provisions, especially contributions to private pension plans, you will need the relevant certificates from your insurance companies or other pension providers. Donation receipts from charitable organizations are also important in order to claim your donations for tax purposes.
To ensure that you consider all relevant deductions in your income tax return, I recommend creating a detailed list of your expenses and collecting all relevant receipts. You may also consult with a tax advisor who can assist you in reviewing your deductions and preparing your tax return.
I hope this information is helpful to you and wish you success in preparing your income tax return. If you have any further questions, please feel free to contact me.
Best regards,
Tatiana Herrmann
