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Have you received back payments for multiple years?
If the pension payments for 2024 include back payments for several previous years, the back payments must be specified separately. If this applies to you, please select "Yes".
Back payments for the tax year 2024 should not be entered. Based on this entry, the tax office will check whether a reduced tax rate can be considered for these back payments.
Important
Back payments that only concern one calendar year are not eligible for tax relief and should not be entered here.
Company pension contracts, such as company pensions, pension benefits or pension payments under the German pension scheme
2. Foreign pension plan
Enter benefits here from a company pension plan concluded by a foreign employer.
Note: This income may be taxable in Germany. However, the tax liability depends on the respective double taxation agreement (DTA) between Germany and the employer's country.
3. Closure of a housing subsidy account
Select this option if you have closed a home subsidy account and the amount of the closure is to be taxed. In this case, you will receive a certificate from the Central Allowance Office for Retirement Assets (ZfA). Taxation is required in the following cases:
Single taxation: If you wish to pay tax on the entire balance of the housing subsidy account at once.
Termination of personal use: If the subsidised property is no longer used by the owner and the home subsidy account must therefore be closed.
