Field help:
according to no. 7, 8 and 10 of the benefits statement
Enter the income certified by your provider in no. 7, no. 8 or no. 10 of the statement of benefits.
These payments originate from, among others:
- No. 7: Capital payment from a Riester contract at the start of retirement (section 22 no. 5 sentence 2 letter b EStG).
- No. 8: Lump-sum payment from a direct insurance policy as part of occupational pension schemes (section 22 no. 5 sentence 2 letter c EStG).
- No. 10: Other benefits, e.g. special payments from a pension contract or benefits from professional pension schemes that do not fall under the other numbers (section 22 no. 5 sentence 8 EStG).
All the benefits mentioned are fully taxable in the year of payment.