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Lohnsteuer kompakt FAQs

 


Field help: (2024) Application for review of capital gains:

This text refers to the Steuererklärung 2024. You can find the version for the Steuererklärung 2025 at:
(2025): Application for review of capital gains:

If you want to check whether your personal tax rate results in a lower tax burden on your capital gains than the withholding tax, please select "Most favourable rate test for all capital gains". In the case of spouses / civil partners assessed together, the application can only be made jointly for both spouses / civil partners. All investment income of both spouses must be declared for the most favourable rate test.

So that Lohnsteuer kompakt can determine the best solution for you, we recommend that you enter all interest and investment income.

If you do not make a selection here, the system automatically applies for the favourable assessment for you.

If, on the other hand, you want only a partial review of withholding tax, please select "Review of withholding tax for certain capital gains". You can choose partial withholding if you do not want to include all capital gains in your tax return and circumstances indicate that the withholding amounts withheld by the bank were too high for individual capital gains.

If you receive capital gains credited by a domestic bank or a credit institution, refer to your tax statement which is usually sent to you once a year.

Finanztip

"Die Programme überzeugten mit einem großen Leistungsumfang, einer exakten Berechnung und allen Zusatzfunktionen. Auch Ehepaare sind hier gut aufgehoben."

Finanztip 04/2026

WirtschaftsWoche

"Der Pionier für Online-Steuererklärungen bietet Nutzern nun zusätzlich einen Import ihres digitalen Steuerbescheids und prüft auch die dort enthaltenen Daten automatisch auf Optimierungspotenzial."

WirtschaftsWoche 16/2026

Chip

"Neben einer KI-gestützten Steuerhilfe sind die Bescheidprüfung und eine effizientere digitale Kommunikation mit dem Finanzamt hinzugekommen. [...] Neben Lohnsteuerbescheinigungen kann der Cloud-Dienst nun auch Rechnungen erkennen und verarbeiten."

Chip 04/2026