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Steuerberater Düsseldorf - News

When can I benefit from filing a tax return?

Every year the same exhausting topic arises: the income tax return. Am I obliged to file a tax return? Can I expect a tax refund or do I have to pay additional taxes? These and a lot of more questions are coming up with regard to the German income tax return.

Generally, there is no obligation to file a tax return when working at one employer during the whole year and when only having employment income. On the other hand, many people are obliged to file a tax return for example when having rental income or foreign capital income. In the following we show some general points which can make filing an income tax return reasonable – although you are not obliged to do so – because of a possible a tax refund.

Possible reasons for a tax refund

  • You received a severance payment
  • You got married during the year
  • You are married and you have tax class IV. Your spouse is not employed or earns considerably less than you
  • Child allowance was not taken into account on payroll accounting
  • Tax saving due to child allowance is higher than the received child benefit
  • You are eligible for a relief amount for single parent
  • You paid contributions to Riester or Rürup pensions
  • Your insurance contributions are higher than provisional lump sum
  • A lump sum for disabled person or bereaved was not taken into account on payroll accounting
  • Your expenses are higher than the lump sum for employers in the amount of 1.000 €
  • You had extraordinary expenses e.g due to illness for example high dentist cost (not being refunded by your health insurance company), disability, need for care or because you supported a relative in need
  • You had expenses for help or services in your household
  • You returned unemployment benefit, sickness benefit etc.

Would you like to know whether it is advantageous for you to file a tax return? Please do not hesitate to contact us, we are pleased to advise you!

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Rechts- und Steuerberatung Schmidt

Christian Schmidt
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  • Filing extension21. November 2019 - 15:56

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