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Lohnsteuer kompakt FAQs

 


Field help: Type of pension

Select here the type of pension.

Selection:

  • Retirement pension
  • Disability pension / incapacity benefit
  • Disability pension
  • Large widow's pension or widower's pension
  • Small widow's pension or widower's pension
  • Orphan's pension
  • Child-raising pension

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).

Life annuities and other benefits from the statutory pension insurance schemes, the agricultural pension fund and the occupational pension schemes are only subject to taxation with a certain proportion that depends on the year in which the pension starts.

This includes life annuities and other benefits from foreign (pension) insurance or annuity contracts.

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