Field help:
(2023)
Did you have income from pensions or pension contracts
(Forms R, R-AUS, R-AV/bAV)?
Select "yes" if you received a pension in 2023.
In the section "Pension income" you can declare:
- Pensions from the German Pension Insurance (Deutsche Rentenversicherung),
- Pensions from agricultural pension funds,
- Pensions from occupational pension schemes,
- Private pensions (including bereavement pensions, occupational disability pensions) and
- Pension provision contracts (e.g. pension funds (Pensionsfonds, Pensionskasse), direct insurance policies).
If both spouses received a pension, each spouse will need to complete and submit the Form R separately.
Pensions, e.g. company pensions, for which you have received an employment tax statement, are to be entered in the "Income as an employee" section.
