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Field help: (2023) ... pension adjustment amount included therein

This text refers to the Steuererklärung 2023. You can find the version for the Steuererklärung 2024 at:
(2024): ... pension adjustment amount included therein

Enter the pension adjustment amount by which the annual pension was adjusted compared to the year after the retirement start date.

It is not clear for many pensioners that every pension increase is 100% taxable. The pension adjustment amount is the sum of all pension increases beginning with the third pension year. An Example: If you retired in 2008, the total annual pension was 12.500 Euro and in the current tax year 14.200 Euro. The difference between 14.200 Euro and 12.500 Euro is then the pension adjustment amount of 1.700 Euro, which must be stated in 2023.

Unfortunately, the pension adjustment amount is currently not shown separately in the pension notification. It means that you will receive the information only upon request.

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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