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Field help: (2018) Pension schemes with the lump-sum option

This text refers to the Steuererklärung 2018. You can find the version for the Steuererklärung 2024 at:
(2024): Pension schemes with the lump-sum option

Tick this box if you have made contributions to a pension insurance policy or to an endowment life insurance with a lump-sum option and which was concluded before 2005.

You have a capital option if you can decide at the beginning of the payout phase whether you want to receive a pension or a one-off payment. Fund-linked life insurance policies are not eligible.

Contributions to life insurance policies with a lump-sum option are only recognised to 88%.

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