Field help:
Should the values of the employment tax statement (Lohnsteuerbescheinigung) be checked or corrected?
In certain cases, you can request a review or correction of the information from your tax statement. This is advisable if not all information was correctly considered during the tax deduction by the financial institution.
A review by the tax office is particularly possible if:
- the saver's allowance was not fully utilised during the tax deduction,
- an excessive substitute assessment basis was applied because the bank was unaware of the acquisition costs,
- losses were not or insufficiently considered in the calculation of capital gains, or
- the income may only be partially taxed in Germany under a double taxation agreement (DTA).
What should you do?
In these cases, enter the corrected amounts in the fields below and explain the corrections in a separate statement to the tax office.
Example: You sold shares with a profit of 5.000 Euro. The bank only considered 250 Euro in costs, but you actually had 750 Euro in expenses. Enter the corrected profit and submit the evidence for the additional costs.
