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Lohnsteuer kompakt FAQs

 


Field help: ... pension adjustment amount included therein

Enter the pension adjustment amount here. This is the sum of all pension increases from the third year of retirement onwards – in other words, the amount by which your annual gross pension has increased compared to the year after the start of your pension.

Note: Every pension increase is 100% taxable and must therefore be declared separately in the tax return.

Where can I find the pension adjustment amount?

All tax-relevant amounts for pensions from Germany can be found in the "Information on the notification to the tax authorities" from the German Pension Insurance (DRV).

For foreign pensions, calculate the pension adjustment amount yourself as the difference between the gross pension in the year after the start of the pension and the gross pension in the year 2025.

Example: A pensioner retired in 2008. In the year after retirement began (2009), his annual gross pension was 12,500 Euro. In the current tax year 2025, the annual gross pension is 14,200 Euro. The difference of 1,700 Euro corresponds to the pension adjustment amount, which must be entered in this field.

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

"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