Vishvesh

Members
  • Content count

    2
  • Joined

  • Last visited

Community Reputation

0 Neutral

About Vishvesh

  • Rank
    Newbie

Profile Information

  • Location Berlin
  • Nationality Indian
  1. Filing a tax return - help on how to file

    Hello, Posting it here as I found this thread to be more active. I have a couple of queries which I would like to get clarified. I came to Germany on student visa which I finished in mid 2018 and since 1st Nov 2019 I am working full time. I have already filed my ITR for 2020 (unfortunately) and now in the process of filing for 2021.   Topic 1:  Doppelte Haushaltsfuehrung So here's the rub. I did not claim DH in 2020. and now while I was entering the DH for 2021, there was a point 1 (see the attachment)   The double household was established for professional reasons on : 01.01.2020 (since the 2 months of 2019 wouldnt matter) I have a few questions now. 1. Can I claim DH for 2020 retrospectively with 2021, when I have already filed the ITR for 2020? (my rent+utilities+furnitures for 2020 and 2021 combined comes to 10,000 EUR which is anyways under the annual limit of 12,000 EUR) (I had transfered money to dads account in 2020 as part of their expenses, but I didnt know abt it then to claim under Unterhalt. So I will be submitting this as proof for the DH annual maintenance payment for 2020) 2. For DH, is it important that the maintenance + utility amount be transferred at the beginning of the year itself (similar to Unterhalt) ? or just any time during the year but definitely more than 10% of the yearly maintenance cost (To be safe I transferred 50% itself) of the apartment in India. I have already acquired all the proofs necessary for me to be able to claim this. Topic 2: Unterhaltserklarung (sent money from 1st Jan 2021 itself) My dad is retired and is receiving pension although not much. My dad is <65 but he has a medical condition since 3 years and the expenses are too high with the hospitalization costs and medicines. I already got a medical certificate from the doctor stating that he is not able to do any work and have asked an official translator to get the document translated in German. I have the U-form notorised and signed and have all the bank statements. So from my dads side everything is fine. 3. On the other hand, my mom has been a homemaker. She never had any income and she is also <65. She isnt exactly fit either but she is taking care of dad 24/7.  Since I had transferred the amount to both my mom and dad accounts, does she also need a certificate from a doctor, Even though she has no illness?? How can I go about claiming this? Do I need to submit any additional proof? Your valuable inputs are much aappreaciated. Thank you Vish  
  2. Doppelte Haushaltsfuehrung, main residence abroad

    I dont know if I should re-kindle this old post or create a new one. But since it has to do with DH, I am posting it here. I came to Germany on student visa which I finished in mid 2018 and since 1st Jan 2020 I am working full time. I have already filed my ITR for 2020 and now in the process of filing for 2021. So here's the rub. I did not claim DH in 2020. and now while I was entering the DH for 2021, there was a point 1 (see the attachment)  The double household was established for professional reasons on : 01.01.2020 I have a few questions now. 1. Can I claim for 2020 DH retrospectively with 2021, when I have already filed the ITR for 2020 last year itself. 2. If yes, I could claim upto 12,000 EUR in deductions as part of DH, although for 2021 only? (my rent+utilities for 2020 and 2021 combined comes to 11500 EUR) I know that I cannot claim 24k. that would be ridiculous Kindly let me know, if I could do this.