Software Hosted in Germany Hosted in Germany
Secure. Fast. Reliable.  
Digital data transmission - in accordance with sect. 87c of the German Fiscal Code
Digital data transmission

 

The entire world of tax knowledge

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."

Finanztip 10/2025

Macwelt

"Künstliche Intelligenz hat nun auch Einzug in das Programm erhalten. […] Mit IntelliScan werden Daten aus hochgeladenen Belegen analysiert und an der passenden Stelle in der Steuererklärung eingefügt."

Macwelt 03/2025

WirtschaftsWoche

"Lohnsteuer Kompakt bietet eine aufgeräumte Oberfläche und strukturierte Abfrage. [...] Pluspunkt sind abschließende Tipps zum Steuersparen, die auf den konkreten Fall angepasst sind."

WirtschaftsWoche 04/2024

Focus
Computer Bild
Börse online
Focus Money
€uro am Sonntag
€uro
c't Magazin
Chip
Die Welt am Sonntag
Stern
Handelsblatt
netzwelt