03.05.2022 | answered by Bernd Thomas
Hello Mr. Thomas,
since 1.2.2019 I have been receiving a company pension of EUR 213.18. (Total for 2019: EUR 2,346.00)
Additionally, from Feb 2019 to July 2019, I received a transitional allowance TA of 6 times EUR 2,097.38.
In my 2019 tax return, I ...
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15.12.2019 | answered by Knut Christiansen
Hello,
In 2016, after the termination of my unit-linked pension insurance, the accumulated fund shares were transferred to my private securities account. The pension insurance was taken out before 1.1.2005, with a minimum term of 12 years, a minimum ...
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14.12.2019 | answered by Knut Christiansen
Hello,
I am the managing partner (30% share) of a GmbH, 62 years old.
The GmbH has 3 other shareholders with shares of 30%, 20%, and 20% respectively.
The company has promised me a pension, which will be due in 2022.
The pension has been secured ...
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28.10.2019 | answered by 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...
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06.09.2019 | answered by Knut Christiansen
Hello, I am in tax class 3 and my wife (civil servant) is in tax class 5. Our annual gross income is distributed approximately 70% (me)/30% (my wife). We are planning to have a second child and would like to increase my wife's later parental leave be...
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01.08.2019 | answered by Knut Christiansen
Question regarding limited tax liability: Residence in an EU country, registered business in Germany. My taxable income in Germany was €13,495 in 2018. The tax office increased this amount by the German basic tax allowance of €9,000. Is this permissi...
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25.07.2019 | answered by Bernd Thomas
Hello, I am a German citizen but currently living in South Africa. I have received an offer to work from home in Germany while being based in South Africa and sending invoices to the company employing me. I still have a bank account in Germany, but I...
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01.07.2019 | answered by Bernd Thomas
Good day,
How to deduct self-financed training costs for adult child from taxes?
Our adult child obtained the Fachholschulreife in August 2018 through the gymnasial leaving certificate after Class 11 and an immediately following "one-year guided in...
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28.06.2019 | answered by Knut Christiansen
Child benefit for unmarried couple
Hello, I have the following situation: I live together with my partner and we have a common child. However, we are not married. My partner is on maternity leave but does not receive any income. I pay her maintenanc...
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22.05.2019 | answered by Knut Christiansen
Dear Sir or Madam,
I have the following question: I am divorced and jointly own 11 condominiums in Germany with my former wife, which we rent out as an investment. We have a joint bank account through which all income and expenses related to the apa...
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11.03.2019 | answered by Knut Christiansen
Is there a chance of filing a lawsuit against the rejection ("gross negligence") of the amendment of an income tax estimate (without reservation for review) based on my rental documents submitted only 9 days after the deadline for objections? For exa...
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11.02.2019 | answered by Knut Christiansen
Hello,
I am currently living abroad with my partner. In a few months, we will be moving to Germany and living together in a shared household. We have a child together who also lives in the household. We are not married. My partner does not work, she...
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19.01.2019 | answered by Knut Christiansen
We are a retired couple. I, the husband, receive income from various pensions, while my wife currently has no income of her own. Due to tax advantages, we both have our residence in Portugal and no residence or habitual abode in Germany. My wife want...
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14.01.2019 | answered by Knut Christiansen
I am Dutch, 66 years old, and have been registered as a commercial real estate dealer with the tax office in Korbach for more than 10 years. I buy, renovate, and sell old houses from foreclosure auctions as a hobby, but my earnings have been very lim...
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03.10.2018 | answered by Bernd Thomas
I have worked as an employee for many years and have a Riester pension contract.
Now I have been self-employed for a short time, there is no legal obligation to contribute to the statutory pension insurance. I also do not want to voluntarily insure ...
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22.07.2018 | answered by Tobias Heinrich
My wife brought a 12-year-old son into our marriage. His biological father has passed away, so the 12-year-old child now receives a monthly orphan's pension of approximately 196 EUR. The deceased father did not pay any alimony before.
It is now quest...
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29.03.2018 | answered by Bernd Thomas
As a freelancer, I run a martial arts school. Now two long-time students want to take over training sessions, which of course should not be done for free. This involves amounts of approximately 600 euros per person per year.
How should this be repor...
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14.03.2018 | answered by Bernd Thomas
Dear Sir or Madam,
I am seeking an answer to the following question regarding the income tax return, attachment EÜR:
I am a self-employed architect and cash basis accountant. In 2017, I made two mistakes in the payroll for an employed architect, whi...
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27.07.2017 | answered by Steffen Becker
Tax treatment of payments from the Employment Agency for pension insurance contributions to the German Pension Insurance (GRV)
Do these payments have to be entered as retirement provisions made by me in the "Total retirement provisions" section?
Or...
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12.06.2017 | answered by Oliver Burchardt
Good day, since last year I have been receiving a disability pension due to childcare, divorce, and self-employment, which amounts to approximately €800 per month. I currently receive €800 in alimony from my ex-husband (which will be reduced to aroun...
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18.03.2017 | answered by Oliver Burchardt
Hello,
I am currently going through a divorce and separated from my wife in 2012. I own a single-family house, from which I moved out in July 2012. In 2016, I filed for divorce, which also involved a change in tax class to class 1 starting in Januar...
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07.02.2017 | answered by Patrick Färber
I have been living in Switzerland for 7 years and will be relocating back to Germany this year, where I will also work again. I have taken advantage of the opportunity to make voluntary payments into a pension account. In Switzerland, this is the 3rd...
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16.10.2016 | answered by Patrick Färber
I am a cross-border commuter, living in Germany and working in Switzerland. This year, I would like to "buy into" my Swiss pension fund by depositing 20,000 CHF into the mandatory part. Will this 20,000 CHF be completely deducted from my taxable inco...
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21.09.2016 | answered by Ginster Frank
What is the taxation of my pensions, namely 17,850 euros statutory pension and 7,614 euros company pension without consideration of personal data on advertising costs?
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07.09.2016 | answered by Patrick Färber
Hello
I am self-employed and planning to have two apartments, one in Germany (currently) and one in Austria (Vienna additionally).
Economically, my main center of life is expected to be in Austria in 2017 (70-80% of income). However, my personal ce...
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