The entire world of tax knowledge

SteuerGo FAQs

 


Field help: Assessment basis for the pension allowance

Enter here the assessment basis for the pension allowance.

The "assessment amount for the pension allowance" is the amount on the basis of which the pension allowance and the supplement to the pension allowance are calculated. This amount serves to reduce the tax burden on benefits from company pension schemes.

The pension allowance is granted up to a fixed maximum amount and taking into account a supplement. This allowance and the supplement will be reduced each year until 2040. The year in which the pension begins is decisive for the calculation. In 2023, the maximum allowance is 1.050 Euro, plus a supplement of 315 Euro.

Where can I find the amount?
You can find the assessment basis in the benefit statement from your pension provider, for example, from your former employer, the pension fund, direct insurance or pension fund. This statement is often referred to as a "notification of company pension".

If you do not have this statement, please contact your former employer, the pension fund or the company pension insurer directly.