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Lohnsteuer kompakt FAQs

 


Field help: Beiträge zu einer kapitalgedeckten Rentenversicherung

Enter the contributions that you have made to a Rürup pension insurance policy. You will receive a statement confirming these contributions from your insurance company.

The basic pension, colloquially known as the Rürup pension, named after the economist Bert Rürup, is a form of state-subsidised pension provision that has been introduced in 2005.

The contributions to build up a Rürup pension are deductible as special expenses within the statutory maximum amounts and under the following conditions:

  • The insurance contract may only provide for the payment of a monthly lifelong annuity.
  • The pension may not begin before the age of 60 if the contract is concluded before 1 January 2012, and not before the age of 62 if the contract is concluded after 31 December 2011.
  • The claims arising from the insurance contract cannot be inherited, lent, sold or capitalised (sect. 10 para. 1 no. 2b of the Income Tax Act (EStG)).

Important: Please enter any contributions to a Riester pension in the "Riester pension insurance" section.

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

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