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Lohnsteuer kompakt FAQs

 


Field help: (2020) Pension amount 2020 (without benefits and deductions)

Enter the amount of pension (also: annual gross pension amount, annual pension).

The amount (gross pension) is usually not identical to the paid pension. You can find the amount in the pension adjustment notification (also: Rentenbescheid, pension notification). Enter the total pension amount including subsequent pension payments and onetime payments.

When a pension is paid out, any own contributions to health and nursing care insurance retained by the pensioner are not to be deducted from the pension amount. Please indicate them further below.

Contributions from a statutory pension insurance institution to your health insurance expenses are tax-free and therefore not to be added to the pension amount.

Tip: Request a personal "Pension receipt notification for submission to the tax office" (Rentenbezugsmitteilung zur Vorlage beim Finanzamt) online now from the German Pension Insurance. The statement contains all tax-relevant amounts with information on which lines of the tax forms the values are to be entered. Alternatively, you can also use our sample letter for requesting the pension receipt notification.

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