Can I apply for tax class II as a single parent?
July 6, 2024 | 30,00 EUR | answered by Dirk Voigt
Dear tax advisor,
my name is Renate Hahn and I am a single parent. My children live with me and I take care of their maintenance alone. Up to now, I have been classified in tax class I, but I am wondering if it would be more beneficial for me as a single parent to apply for tax class II.
Currently, I am classified as a single parent with one child in tax class I. I have heard that tax class II can be more advantageous for single parents, as it offers a higher relief amount and therefore a lower tax burden.
My concern is that I may be losing money by continuing to stay in tax class I, when as a single parent I could actually benefit from the advantages of tax class II.
Therefore, my question to you is: Can I apply for tax class II as a single parent, and would it be financially beneficial for me? Are there specific requirements that I need to meet in order to switch to tax class II, and how can I submit the application?
Thank you in advance for your help and support.
Kind regards,
Renate Hahn
Dear Mrs. Hahn,
Thank you for your question regarding tax classes as a single parent. It is understandable that you are considering whether it would be advantageous for you to switch from tax class I to tax class II. I would be happy to explain the differences between the two tax classes and provide you with a recommendation on whether a switch could be beneficial for you.
First and foremost, I would like to point out that as a single parent, you are entitled to tax class II. In tax class II, single parents receive a higher relief amount than in tax class I. This relief amount reduces your tax burden and may result in you having to pay less taxes.
To switch to tax class II, you must meet certain requirements. You must be raising your child alone and they must be registered with you. Additionally, no other person can claim the relief amount for single parents. If these requirements are met, you can submit an application to change your tax class at your local tax office.
It is important to note that switching to tax class II may be financially advantageous for you. Due to the higher relief amount, you may have a lower tax burden and therefore have more net income available. It is definitely worth checking your tax class and considering a switch to tax class II if necessary.
I recommend contacting your local tax advisor to discuss your individual situation and decide together whether switching to tax class II would be beneficial for you. Your tax advisor can also assist you with the application process and any further steps.
I hope that I was able to help you with this information. If you have any further questions, please feel free to contact me.
Best regards,
Dirk Voigt, Tax Advisor
