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Lohnsteuer kompakt FAQs

 


Field help: 8. Pension payments

Enter the amount from line 8 of your employment tax statement:

"Pension payments included in 3."

Pension payments

Enter the amount from line 8 of your income tax statement: “Pension payments included in 3.”

Pension payments are received by, for example, pensioners or company retirees. An entry is only required if your employer has shown these payments in line 8.

Tax specifics

For pension payments, the following are automatically taken into account:

  • a pension allowance with supplement
  • a lump sum for income-related expenses of 102 Euro, unless higher income-related expenses are claimed
Further required information

For pension payments, you must also complete:

  • No. 29 Basis for pension allowance
  • No. 30 Calendar year of pension start

Note: If you receive several pension payments from one employer, they may be combined in the income tax statement. You can recognise this by the use of additional codes such as 8.1 or 8.a in line 8.

The basis in line 29 may also be given as a total amount in this case. You do not need to split the amounts but should enter the information exactly as certified.

Finanztip

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

Finanztip 04/2026

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"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

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Chip 04/2026