Field help: Should the values ​​of the employment tax statement (Lohnsteuerbescheinigung) be checked or corrected?

In certain cases, you can request a review or correction of the information from your tax statement. This is advisable if not all information was correctly considered during the tax deduction by the financial institution.

A review by the tax office is particularly possible if:

• the saver's allowance was not fully utilised during the tax deduction,
• an excessive substitute assessment basis was applied because the bank was unaware of the acquisition costs,
• losses were not or insufficiently considered in the calculation of capital gains, or
• the income may only be partially taxed in Germany under a double taxation agreement (DTA).

What should you do?

In these cases, enter the corrected amounts in the fields below and explain the corrections in a separate statement to the tax office.