Field help:
(2023)
Are subsequent payments for several years included in the pension payments?
If the pension payments contain subsequent payments for previous years, select "yes".
On the basis of this entry, the tax office will check whether these subsequent payments are eligible for reduced taxation as part of the so-called one fifth regulation.
Important: subsequent payments for the current calendar year 2023 should not be entered here.
Tip: Request a free statement from the pension insurance (Deutsche Rente) now: the so-called "Notification for submission to the tax office" contains all tax-relevant amounts with information about the exact lines on the tax forms in which the amounts are to be entered. We have prepared a corresponding sample letter for you. Those who have applied for the certificate once will automatically receive it in subsequent years.
