Field help: Type of statement

Select the type of tax certificate you wish to include in your tax return. Depending on your selection, the appropriate input fields for your capital income will be displayed.

Tax certificate for private accounts/securities accounts

You usually receive this certificate from your bank or broker. It contains information on interest, dividends, profits from the sale of securities, as well as withheld capital gains tax, solidarity surcharge, and possibly church tax. These are usually domestic capital income on which tax has already been withheld.

Tax certificate for a life insurance policy

Applies to income from life insurance policies, such as payouts or bonuses. These may be taxable if certain conditions (e.g. minimum term or age at payout) are not met.

Interest from the tax office on tax refunds

Interest under § 233a AO is considered taxable capital income. It is not automatically transferred and must be entered manually by you.

Other tax certificate (without German tax deduction)

Select this option for certificates that do not fit into the above categories – for example, for foreign capital income or income without German tax deduction.

Show all input fields

Select this option if you wish to enter all capital income manually – regardless of whether you have a tax certificate or not.

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