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Have you received back payments for multiple years?

If the pension payments for 2025 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 2025 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.

Have you received back payments for multiple years?

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Taxable payments from ...

Select the type of taxable benefit you want to declare:

1. Domestic pension plan

Specify here the annual benefits from German pension contracts. These include:

  • Subsidised pension contracts (e.g. Riester contracts)
  • 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.
Description

Enter a name for the pension plan or the company pension plan to distinguish your contracts.

This information is only for your overview and is not transmitted to the tax office.

Examples:

  • Riester pension
  • Rürup pension (basic pension)
  • Occupational pension fund (Pensionskasse)
  • Pension fund (Pensionsfonds)
  • Direct insurance
  • Company pension plan (BAV) through the employer
  • MetallRente
  • VBL pension (pension institution of the federal and state governments)
  • Support fund
  • Church supplementary pension fund (KZVK)
  • Additional public service pension (ZVK)
  • Caritas pension
  • Pension for doctors
  • Tax-free pension expenses by the employer (e.g. direct commitments)
  • Agricultural pension fund