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Lohnsteuer kompakt FAQs

 


Field help: Have you received pension payments from private pension insurance based in Germany or abroad?

Select "yes" if you received pension payments from a privately concluded pension insurance in 2024 – regardless of whether the provider is based in Germany or abroad.

This includes mainly:

  • Lifetime pensions from private pension insurance
  • Fixed-term pensions, e.g.:
    • Survivor's pensions (e.g. from private insurance),
    • private occupational disability pensions,
    • private incapacity pensions

These pensions are not part of the statutory pension or basic provision but are considered private pension benefits. They must be declared in the tax return because they are usually partially taxable in Germany (according to the so-called yield share).

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