Tip: Request a free statement of pension insurance now: The so-called "Notification for submission to the tax office". The statement contains all tax-relevant amounts with information on which lines of the tax forms the values are to be entered. We have prepared a corresponding sample letter for you. Once you have applied for the statement, it will be automatically sent to you in the following years.
Life annuities and other benefits from the statutory pension insurance schemes, the agricultural pension fund and the occupational pension schemes are only subject to taxation with a certain proportion that depends on the year in which the pension starts.
This includes life annuities and other benefits from foreign (pension) insurance or annuity contracts.
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