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Lohnsteuer kompakt FAQs

 


Field help: (2023) Pension amount 2023 (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.

Request a cost-free statement from the German Pension Insurance (Deutsche Rentenversicherung) called "Notification for submission to the tax office" (Mitteilung zur Vorlage beim Finanzamt) using our sample letter. The statement contains all amounts relevant for tax purposes with instructions on which lines of the tax forms the values are to be entered. Once you have applied for the statement, it will be sent to you automatically in subsequent years.

You can also call the telephone hotline 0800 1000 480 70 of the German Pension Insurance (Deutsche Rentenversicherung).

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