jonnypp

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About jonnypp

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  • Location Berlin
  • Nationality Canada
  1.   no idea, here is the timeline:   -met him late 2018 in the office (one of many that I emailed but many didnt reply), was a good meeting (he knew about the tax treaty and double taxation issues) -agreed on EUR 400 range for mine, due to low total income for 2018 -signed a vollmacht form and provided list of all my residence addresses in 2018 -deadline for 2018 return was extended to February 2020 or Dec 2019 (both are creeping very close), would otherwise be May 31, 2019. (Luckily the finanzamt should still honor the refund even if late - I do not owe anything). -after a long wait for my own country's tax return to be processed (this statement is needed for the German taxes due to world income taxation), in mid 2019, provided Steuerberater with this document and he responded that he will start work and let me know when its done - 1 month passed by, I emailed to follow up, he replied he was on vacation and that he is doing it - 1 month later I followed up, no reply (today is +1 month from this date)   The income is somewhat complex (EUR 8K before coming to Germany, and about 8K earned in Germany), should be a clean cut determination with the tax treaty to get my EUR 1.5k (taxes paid through my job already) back due to the lowest income bracket.
  2.   Coping with mountains of paperwork in another language, lack of answers, lack of consistency, lack of service (all for no real benefit). Also frustrated with non-responsive Steuerberater (EUR 1,500 tax refund for 2018 is on the table if the steuererklärung can get filed), only reason the bank account is even open.   I called the bank and they didnt know what to do, sent info to my (then) local branch (that is barely open 20 hours a week), who will contact me (don't even have a German phone so email will have to somehow work).
  3.   My guess, nothing, but I am not happy with now inflexible they are and how little time they give me to provide proof in my country of my tax residency (in my country, they dont really need proof, I just changed my address to one here and they told me I am now a tax resident (as of that date)). I will call them (after I call my country's tax authority about what documents are best for this purpose).   They are not obsessed with my status (the letter itself says it is an automated one and not signed), and I have 0 interest/gains/investments (all time) with them or any other German bank/company. 
  4.   No, I am not employed, however we have a permanent number for tax purposes that we have to provide (like the BZST ID), is providing a copy of this number what is required?   Yes I have the AbMeldung, however the praoblem is, the form (form the bank itself) says that it is not a valid document (nor is a statement from my employer that I left).   I am living with a family member so I do not have any bills. I only have monthly bank statements but for me to have one that has a "from date" that is later than the date I moved countries, I would have to wait about 6 weeks (and the bank gave a 4 week deadline, which has less than 3 weeks left).   I am leaning towards sending a printout of my address at the tax authority (a printout of the "your residence address" page on their online login system). Would this be enough?   Also, is it really a major concern overall, since the finanzamt should automatically have received the AbMeldung (just like the radio tax and other services)?
  5.   No, I am not employed, however we have a permanent number for tax purposes that we have to provide (like the BZST ID), is providing a copy of this number what is required?   Yes I have the AbMeldung, however the problem is, the form (form the bank itself) says that it is not a valid document (nor is a statement from my employer that I left).   I am living with a family member so I do not have any bills. I only have monthly bank statements but for me to have one that has a "from date" that is later than the date I moved countries, I would have to wait about 6 weeks (and the bank gave a 4 week deadline, which has less than 3 weeks left).   I am leaning towards sending a printout of my address at the tax authority (a printout of the "your residence address" page on their online login system). Would this be enough?   Also, is it really a major concern overall, since the finanzamt should automatically have received the AbMeldung (just like the radio tax and other services)?
  6. After moving back to my country (lived in Germany for about 12 months, in 2018 and 2019), and doing AbMeldung, I left my bank account open there (to pay a Steuerberater and receive my tax refund). I changed my address on all German services (like bank account) to my home country's address, where I am a citizen.   Today, I received a mail from the bank, requesting a "Erklärung zur Steuerpflicht im In- bzw. Ausland", which is a "Tax Residency Declaration" (in 4 weeks, and if I miss the deadline, I will NOT be allowed to make a tax residency declaration "retroactively" (this is pathetic!)).   They say that they have: -changed my address on file (home country, not Germany) and can mail me at that address -can NOT change my "Meldeaddresse" (official registered address)   Now, I must check 1 of 2 boxes ("I am a Tax Resident in Germany" (Steuerinländer), or "I am NOT a Tax Resident in Germany" (Steuerausländer)).   I am going to check the second box (Steuerausländer), since I became a tax resident in my home country on my arrival date here (same date as my Abmeldung certificate).   The problem however, is that to substantiate my status as a Steuerausländer, they want 1+ (there is a checkbox for whatever I can supply) of these 5 documents (Abmeldung or a note from an employer does not count): 1. Anmeldebescheinigung (registration certificate - my country does not have any such system) 2. sonst. Unterlagen (not sure what I can provide here - maybe a copy of my registered address on my country's tax authority's website?) 3. Legitimationspapier (not sure what I can provide here - maybe a copy of my registered address on my country's tax authority's website?) (inkl. vollständiger Anschrift) 4. Kopie einer Gas-/Strom- oder Wasserrechnung (not sure what I can provide here - it is a family member's house and I do not have my name on any of these) 5. Bestatigung des Finanzamtes über den Steuerstatus, des Wohnsitzes z. B. Certificate of Tax Residence bzw. TIN (my country does not really provide certificates of tax residency (for cases where a citizen returns and simply tells them their new domestic address))   How should I deal with this? Can I attach a passport photocopy? I absolutely do NOT want to be a tax resident here, at all. Luckily the finanzamt should have my Abmeldung, but my bank does not.  
  7.   thanks, I did use their service as a trial yesterday (to see how it works), and do recall the "additional info".   The issue is, how can you really claim employment income (outside DE) in any of the other "tax free" income sections (like Arbeitslosengeld (ALG))? its so awkward and goes against any accounting / legal textbook's basic practices.   Also, since I am moving abroad (have already signed up for a 2 year mail forwarding order), is dealing with finanzamt (while abroad) any harder? I will have an international VoIP phone but don't speak much German (they occasionally have a person who speaks English over the phone, however they do not reply to emails frequently).
  8. Also wondering, regarding Tax residency (now that I am considering a third option: filing it using ELSTER myself):   https://www.toytowngermany.com/wiki/ELSTER   "had income from outside Germany while being resident in Germany you'll need to also fill in Anlage AUS (see here), but Anlage N-AUS (see here) if you had employee income from outside Germany while being resident in Germany."   For me it is the latter (i.e. earned money in home country), but at that time I was a Tax Resident there (mid 2018). The question I also have is: since I became a Tax Resident in Germany in mid 2018, does this count as "employee income from outside Germany while being Resident in Germany" (since I was not really resident in Germany, yet I am "a German Tax Resident in 2018, since I was here for (some say 1+ day with Anmeldung is enough, some say 183, for me it was a bit more than 190)".   Really confusing stuff, but at this point (given my free time too), I am considering just doing it through ELSTER myself - is that a reasonable option for me? (I have a 1000+ EUR refund expectation given my low income, and do not want to waste more time).
  9.   Have been waiting several weeks, no response. (even though I met them and they submitted a declaration to the finanzamt confirming they will file my taxes, for the deadline extension). My guess is that they are busy with higher-fee filings and will get to my case after they are done.    Is it normal for Steuerberaters to take a long (I mean several months) time to process a filing?
  10.   so did you feel good about  "Germantaxes "?   were there any calculation or tax treaty things that it helped with?
  11. Hi, I have an ongoing situation with my 2018 tax year return that is causing me a fairly large delay.   -non-EU foreigner (DE Tax resident 2018 tax year), 2018 steuererklärung not filed yet.   My income for the year includes: -small amount of salary income at my job (before coming to DE) -small amount of interest (capital income) from my own country's investments (ongoing), which I hear are taxed at 26% -salary income at my DE job (not that much since it was towards later in the year, so a large (low 4 figure) refund is expected)   The issue I have is, it took quite a while for my tax slip from my home country to arrive (this is important because it has a final determination of the taxes payable there, which is a key input to the DE steuererklärung, which looks at global income, and then has methods to deal with double taxation (my country does have a treaty - and yes I have already paid taxes in both countries on all salary income, just not the interest).   Main issue is: -timing (2018 steuererklärung is already overdue given the current date), and my Steuerberater did fill out a form with me (few months ago) to "Extend my deadline with the local finanzamt", however she is not very responsive in actually completing the steuererklärung (I have 2 concerns: I want the refund asap (because even that can take few months to receive from finanzamt), and, already being late for the deadline.   Should I simply cancel with the Steuerberater, and file 2018 steuererklärung myself? Is there a reliable English program to do DE-steuererklärung, that supports people who have interest income, and salaries from 2+ countries? (Technically, I would have to pay small penalties for a "late filing", but these are small compared to the Steuerberater fee (475).   Thanks
  12. Hi, I (non-EU) have made approximately a year's worth of contributions (employee portion is easily EUR 3k+ total), and not 100% sure what the next steps should be.   Do I have to wait 2 years before submitting the standard form? (this is what I have generally heard, including from the German embassy in my own country), however would like advice from people here.   Is there anything else that should or can be done in the 2 year waiting period? Any "tips and tricks" to use the 2 years productively, or take any steps now?   The unfortunate thing about the waiting period is the lack of interest on the funds (I would have otherwise invested the total and earned 2-6%), do they simply return the same amount (not adjusted for inflation)?
  13. Ok, so the situation is fairly basic, I am signing an Aufhebungsvertrag (with full vacation till then) for 31.10. This means 2 more monthly pay cheques.   That being said, my goal is to return to my home country (mid September), to start a job search there (I thought about it deeply and feel my own country is a better future for me than here, mainly due to most jobs here requiring the language). This means 2 more monthly pay cheques (when I am NOT RESIDENT + LIVING in DE).   1. Is this (leaving DE) an issue (for Agentur fur Arbeit, Aufenthaltstitel, taxes (already a tax resident for 2019 given my residency here so far), pension, health insurance, etc) (I know it is going to be "world income" when I receive it as a tax resident in my own country - but this is not a major concern to me)? 2. Can I actually start working in my home country in September or October (even though my Aufhebungsvertrag and "employment" ends on October 31 in DE)? or is this an issue (in DE, or my home country)?
  14. Aufhebungsvertrag, arbeitslosengeld. best choice?

      Well, I am planning to go to my family home in my own country shortly after the contract ends. 3 months is too long to live without income and I might have a better path there, depending on how my job search in both countries goes.   Also, if I don't sign it, I will have a total work period of 11 (not 12) months, which means no ALG anyway. This gives me 2 cases:   1. Sign, 12 month work period, 3 month wait period for ALG -- But will go back home 2. Don't sign (and annoy the employer), 11 month work period, no ALG - But will go back home   In other more simple terms, had I "lasted" 1 more month than I lasted, I would have accumulated a "12 month work period", and be able to get ALG (for only 3 months on a fiktionsbescheinigung, but still reasonable), and be in a position to not sign the Aufhebungsvertrag. However, I only lasted 10 months (till today) and now its (1 - sign aufhebungsvertrag to hit 12 months and ALG after 3 months, or, 2 - get released at 11 months and no ALG).
  15. Aufhebungsvertrag, arbeitslosengeld. best choice?

      Thanks, yes I prioritized the reference by being polite during my time there. They will be providing me a reasonable reference (even if someone in my own country calls them).   Also, do you agree that simply signing the Aufhebungsvertrag is my best option here (even though almost everyone on this website doesn't like them)?