(2020) Did you have to pay aт annuity to someone?

Field help: (2020) Did you have to pay aт annuity to someone?

This text refers to the Steuer 2020. You can find the version for the Steuererklärung 2025 at:
(2025): Did you have to pay aт annuity to someone?

Select Yes if you have to pay an annuity to a third person and the contract on which it is based was concluded before 01.01.2008.

Annuities are paid in constant amounts, i.e. a regular monthly payment of a constant amount.

The main case of an application for an annuity is the transfer of assets as part of the anticipated succession. As a rule, parents transfer assets to their children during their lifetime. In return, the children undertake to pay a monthly annuity to the parents for life.

Important: Deductibility as an annuity depends on the date of the contract. Until 01.01.2008, the distinction was made between long-term financial burdens and annuities. Since 2008, benefits due to asset transfers as part of anticipated succession are always "long-term financial burdens".

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Field help: (2020) Did you have to pay aт annuity to someone?

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Lohnsteuerkompakt

Die Online-Steuererklärung

Lohnsteuer kompakt FAQs

Field help: (2020) Did you have to pay aт annuity to someone?

Sichern Sie sich einfach die volle Steuererstattung, die Ihnen zusteht!

Make your tax return easy with Lohnsteuer kompakt. Ø 1.240 euro refund in under an hour.