Filing a tax return - help on how to file

3,260 posts in this topic

Hello all,

 

It is that time of year again! Time to start filling in those tax returns. I worked full time for 6 months in Berlin so understand I should be eligible for a tax return of a few hundred euros. I have my electronic Lohnsteuerbescheinigung fur 2010 from my employer that I was given when I finished working.

 

I have googled to look for the 2010 tax return form however can only seem to find ones from previous years. Does anyone know where I can find a link to this form that I can download and print off? I am currently living in the Netherlands so can not just walk to my local Bürgeramt. I understand (from the 2009 form) that it should be called Anlage Vorsorgeaufwand 2010 - Angaben zu Vorsorgeaufwendungen und zu Altersvorsorgebeitragen but perhaps this has changed this year.

 

I also realise that I could download Elster to do this (this is what I was advised to do before I left Berlin by the Bürgeramt) however I have a Mac and it does not seem to work on Mac OS!! So as my return is pretty small and straight forward I think its easier for me to have the paper form.

 

If any one has a link of the form or a paper copy they could scan and email or even post to me it would be super appreciated and in return I am happy to pass it on to any others that need it.

 

Happy New Year.

 

Natalie :)

1

Share this post


Link to post
Share on other sites

This really isn't rocket science - first hit on Google.

 

http://www.meinesteuersoftware.de/steuererklaerung/formulare-herunterladen/#steuererklaerung_2010

1

Share this post


Link to post
Share on other sites

The forms tend to be published in the second part of January. Aside from the above, the best thing if you want to do the maths now is use the 2009 ones and make and additions or changes later.

0

Share this post


Link to post
Share on other sites

Or just look at Lidl, Aldi and Penny adds in the next few weeks.

They often sell the Elster software in January.

Bought mine last week already, €5,99 for 2010

1

Share this post


Link to post
Share on other sites

Try Re-Reading..

 

I am currently living in the Netherlands so can not just walk to my local Bürgeramt.

 

Or just look at Lidl, Aldi and Penny adds in the next few weeks.

Don't think they can do that either. Nor would they need the software for only 6mo of work.

Why pay money for a form that you can get for free.

2

Share this post


Link to post
Share on other sites

Can also download it, Elster software is free.

@darknight so what? 6 months of taxes aint worth to return?

0

Share this post


Link to post
Share on other sites

 

@darknight so what? 6 months of taxes aint worth to return?

No, but it doesn't help to tell the OP to goto a German store (When they don't live in Germany) and buy software to do

something that is actually just a 2-3 page form freely downloadable from many places online. Yes, the OP should file,

however they should not follow your useless advise.

 

@Natalie

See the 2nd post in this thread, or wait 2 weeks and download the forms you need for free from the Berlin (Or any other states)

Financeamt website. You do need to file to get some money back and you have until mid/3rd quarter 2011 to file 2010's taxes.

So no rush..

1

Share this post


Link to post
Share on other sites

Thanks everyone for their advice, the link to the form provided is totally different to the 2009 hard copy one I have (where the lady from the Mitte office was kind enough to mark what questions I need to answer and the numbers they correspond to) so I think I will wait a few weeks and hope the new forms look more familiar. I guess I'm just being impatient, as I finished working months ago so have been hanging out to get my refund!

 

Thanks again all :)

1

Share this post


Link to post
Share on other sites

Great post above - cheers!!

I'v filled in tax returns the last few years without a hitch but now I'm just wondering does anybody know should i get two lohnstuerbescheinigungs for 2010 when I worked with two different companies during 2010.

 

I half expected my current employer to summarise it all together but they only showed the information for the four months I worked with them. I worked four months at the start of the year with another company but have, as of yet , received nothing from them. Should I chase my former employer up on this or am I just being a tad impatient?

0

Share this post


Link to post
Share on other sites

 

I'm just wondering does anybody know should i get two lohnstuerbescheinigungs for 2010 when I worked with two different companies during 2010.

 

The answer is YES. They should have sent you one shortly after you left.

 

 

My previous employer got taken over 7 bought out 7 acquired on the 1st july. Around taht time I received a printout for the first 6 mths of the year from the old empoyer & expect to receive one soon for the second half of the year.

2

Share this post


Link to post
Share on other sites

ok thats good to know,

I found a letter since saying that they would send it to me but... maybe received I gave it to the new job when I started and they forgot to give it back. Shur I'll chase it down snyway - thanks for the help.

0

Share this post


Link to post
Share on other sites

EXCELLENT post! Worth a Wiki entry. Kudos for taking the time...

 

 

 

Disclaimer: I'm not a tax adviser (Steuerberater) and in Germany only tax adviser are allowed to give tax advice

 

You will need following forms:

 

  1. Mantelbogen, ESt 1V = simplified version for employees: general details like name, address, date of birth, bank account number
    Note: if you have had foreign income or income from interest over 801€, you will need the more detailed Mantelbogen ESt 1A.
  2. Anlage N: for income from being an employee
  3. Anlage Vorsorgeaufwand: health insurance, pension, unemployment insurance, other insurances
  4. Anlage AV: if you've contracted for a privately-funded Riester pension or betriebliche Altersversorgung (bAV)
  5. Anlage VL: if you received or want to receive Vermögenswirksame Leistungen

plus other forms, e.g. Anlage Kind if you have a child/children, Anlage AUS if you had income from outside Germany in 2010, Anlage KAP if you had interest income over 801€, ...

 

You can find the 2010 version of all tax forms here, except the Mantelbogen ESt 1 V, which is here.

 

You can either fill them in on your computer within the 45 minutes they give you for each page on each form, or print them out and fill them in by hand.

You cannot save what you fill in, except as an XML file. You can later import that XML file to pick up where you left off, see the icons for these actions below:

post-24869-12940786884364_thumb.png

 

Important: Make a copy of your filled in and signed tax forms and of all documents you will submit, so that you have something if they get lost and to consult later on.

 

******************************************************

How to fill in the Mantelbogen ESt 1V

 

line 1: make an X in the box to the left of "Einkommenssteuererklärung"

line 2: your tax number (if you already have one, if not leave empty)

line 3: your personal identity number (if you already have one, if not leave empty)

line 4: name of your Finanzamt, for Natalie1982: Finanzamt Prenzlauer Berg, Storkower Str. 134, 10407 Berlin

line 6: your phone number (you are not obliged to give it!)

line 7: your surname, your date of birth

line 8: your first name

line 9: your street and street number (for Natalie1982: your Dutch address)

line 10 : your postal code, town=???, Religion=VD (this means no religion, hopefully you did not register for any of the kinds for which you have to pay church tax, e.g. RK= roman catholic or EV = evangelisch=lutheran)

line 11: your job title, e.g. Software engineer

line 12: if you are single put nothing, otherwise: married since / widowed since / divorced since / living apart from wife/husband since

 

line 13-17: same details for wife

 

line 18: your bank account number, Bankleitzahl

line 19: your IBAN (International bank account number, starts with DE for German accounts and NL for Dutch accounts)

line 20: your BIC/SWIFT code = international code of your bank

line 21: name of your bank

line 22: put an X in the box to the left of "Kontoinhaber"

line 23: put an X in the box to the left of "Anlage Vorsorgeaufwand" and an X in the box to the left of "Anlage AV" (if you paid for Riester)

line 24: put in your eTIN number from the Lohnsteuerbescheinigung

line 25: put in the sum of all unemployments benefits, parent allocation, illness payments, etc. you got in that year

line 26: explain times of unemployment and attach certifications to prove them

line 27: tells you to attach certification for Vermögenswirksame Leistungen to the income tax return, put a cross in if you got them and attach the certifications in paper form

 

Now go to the second page, by clicking on the icon for "page 2" at the top of the window. You will get another 45 minutes to fill in that page.

 

post-24869-12940748663133.png

 

top of page: fill in your tax number (leave empty if you haven't been assigned one yet)

line 31: address of your workplace / days of work per week / how many days you took off for illness and vacation

line 32: how many days you worked in that year / simple distance between your flat and your workplace / kilometres travelled in employer's bus shuttle / kilometres travelled with public transport, motor cycle, bike, car pool / fill in a 1 if you are disabled

line 33: total cost of your public transport tickets (no air plane or ferry tickets)

line 34: total costs you had to keep your job or apply for a new job for which you haven't been reimbursed by the employer, e.g. training costs, stationary, postage to mail job applications, bank account costs, travel costs to training or job interviews

lines 35 to 38: same as above for wife

 

line 39: church tax paid / church tax reimbursed to you

line 40: what you gave to charity (attach paper proofs)

line 41: what you gave to charity (if these proofs are in electronic format)

 

line 42: your rate of disability (e.g. 50%)/ an X if you're blind or totally helpless

line 43: special expenditures incurred, e.g. illness costs or divorce costs / total costs incurred / how much of them you expect to be reimbursed for by e.g. health insurance

line 45: put an 1 in the box to certify that you did not have interest income over 801€ that year (1602€ if you're married)

 

line 46: write for example: Hilfe im Haushalt (=cost for cleaning woman) / total cost

line 47: write for example: Pflegehilfe (=cost for person helping with nursing an invalid) / total cost

line 48: write for example: Handwerker (costs for handymens' work, EXCLUDE costs for the spare parts they used) / total cost

 

line 50: put in the date and sign

 

That's it for the Mantelbogen.

 

******************************************************

How to fill in Anlage N

 

line 1: your surname

line 2: your first name

line 3: your tax number / an X in the box to the left of Stpfl. if this is your form N, in the next box if it's your wife's

 

All the following amounts should be copied from your Lohnsteuerbescheinigung:

line 4: you eTIN / any other eTINs you got from other Lohnsteuerbescheinugungen

line 5: fill into box your tax class (e.g. 1 if you're single)

line 6: first column: your gross income / second column: gross income that was taxed according to tax class 6, i.e. before you presented your employer with a Lohnsteuerkarte

line 7: the wage tax you paid

line 8: the solidarity tax you paid

line 9: the solidarity tax you paid

line 10: if your spouse is of another religion that has to pay church tax, how much they paid

 

lines 11 to 16: ignore if you are not a Beamter who is shortly before/of pension age or a Beamter's widow or orphan

 

line 17: amount of compensations you got, e.g. when you were fired

line 18: wage tax you paid on these compensations / solidarity tax you paid on these compensations

line 18: church tax you paid on these compensations / curch tax your spouse paid on these compensations

 

line 21: wages you got that are tax free according to a double tax treaty: country / amount

attach paper proof

line 22: tax free wages if you worked outside Germany in one of the cases stated in the Auslandstätigkeitserlass: country / amount

 

line 23: fill in if you were a Grenzgänger, e.g. lived in Germany but worked in Luxembourg, Switzerland, ...

 

line 24: tax free income from a privileged task, e.g. trainer for a non-profit sports club

 

line 25: fill in what you have in section Nr. 15 of your Lohnsteuerbescheinigung (wages paid for Kurzarbeit, ...)

 

line 26: Insolvenzgeld you got if your employer went broke, in accordance with the certification you got from the "Agentur für Arbeit"

 

line 27: other income you got, e.g. unemployment benefits, parenting allowance, illness payments ...

line 28: explanation for times you did not work, attach paper proof

 

 

click on icon for "page 2":

top of page: your tax number, surname, first name

 

line 31: an X in 1st box if you used your own car to drive to work, in the second box if you used the car the employer gave you / number plate of car, e.g. B-GH-5686

 

lines 32 to 35: workplaces: address / days per week worked / days off for illness or vacation

lines 36 to 39: workplace mentioned in line : ___ (i.e. insert 32, or 33, or 34, or 35) / how many days you went there that year / simple distance between your flat and your workplace / kilometres travelled in employer's bus shuttle / kilomtres travelled with public transport, motor cycle, bike, car pool / fill in a 1 if you are disabled

 

line 40: what you have in line 17 of your Lohnsteuerbescheinigung / what you have in line 18 of your Lohnsteuerbescheinigung

 

line 41: professional asscoiation for which you pay membership fees / total amount

 

Expenditures you had to keep your job (don't put in those your employer reimbursed you for!)

line 42 and 43: stationary, copies, .. used for your work / total amounts

 

line 44: room you use only to work in in your private flat / costs

line 45: training costs: say which courses / total cost

line 46: air plane and ferry costs to get from your flat to your workplace

lines 47 to 49: other costs, e.g. for applying for a new job, bank account fees, ... / field 53: total of lines 46 to 49

 

line 50: total travel costs incurred because of job

line 51: of these travel costs above, reimbursed by employer

 

line 52: days when you were on a job trip inside Germany of more than 8 hours

line 53: days when you were on a job trip inside Germany of more than 14 hours

line 54: days when you were on a job trip inside Germany of more than 24 hours

 

line 55: if you travelled outside Germany for your job: attach a separate page and list all those trips; calculate the total extra subsistence costs according to this list and fill in this total amount.

in field 54: total of lines 52 to 55

 

line 56: amount your employer reimbursed your for these additional subsistence costs from lines 52 to 55

 

click on icon for "page 3":

top of page: your tax number, surname, first name

 

 

costs for having 2 households (Doppelte Haushaltsführung):

You have to go "home" at least every 2 months if it's in Germany, but it can be at longer intervals if it's outside Germany.

 

line 61: city of your workplace, e.g. if your job is in Munich: Munich

line 62: reason for keeping up 2 households / from date / to date

line 63: if you do keep up two households, put an X next to "Ja" / in which city,

e.g. if you work in Munich but keep a furnished flat in Nuremberg (or Rome or Bangalore) where for example:

- you keep your family, or

- live by yourself whenever you are there (just a room in your parent's house does not count)

this is called your "home", put in: Nuremberg or Rome or Bangal / since date

line 64: costs with public transport for first and last time you travel "home"

line 65: costs with own car (0.03€/km) or motor cycle/scooter (0.13€/km) for first and last time you travel "home"

line 66: costs calculation for the distance: costs for all the trips "home" in between the last and first time you went "home" (not with company car or air plane or ferry): kilometres of simple distance (i.e. half of kilometres to go there and back again) x 0.30€/km = ...

line 67: costs for all the trips "home" in between the last and first time you went "home", what you spent if you took public transport (without air plane or ferry costs)

line 68: fill in the either the amount from line 66 or 67, whatever is higher

lines 69 to 71: only fill in if you are disabled

line 72: air plane and ferry costs to get "home" (attach paper proofs e.g. tickets, boarding passes, ...)

 

line 73: costs of flat at workplace city, e.g. rent + utilities. Attach rental contract and proofs of payment

lines 74 to 78: costs for additional subsistence for the time (but only within the first 3 months of taking up the job!) in the workplace city you stay in your workplace city (they are done just like lines 52 to 56)

 

line 80: if you got Vermögenswirksame Leistungen, put in the number of certifications you have for that (i.e. how many Anlage VL you will attach).

 

******************************************************

 

How to fill in Anlage Vorsorgeaufwand

top of page: your tax number, surname, first name

 

first column is for you/husband if you're married, second column is for the wife:

 

- in line 4: pension contribution you paid (from section 23 of Lohnsteuerbescheinigung = certificate of wage tax deduction which you get from employer every year)

 

- in line 8: employer's part of pension contribution (from section 22 of Lohnsteuerbescheinigung )

 

- in line 12: contribution to the public health insurance (if you have one) (from section 25 of Lohnsteuerbescheinigung)

 

- in line 15: contribution to public nursing insurance (if you have one) (Pflegeversicherung) (from section 26 of Lohnsteuerbescheinigung)

 

click on icon for "page 2":- in lines 31 and 32 fill in the values the private health insurance (if you have one) will send you in a letter for health & Pflegeversicherung, which will be considerably less than you actually paid, because you are only allowed to claim in the tax return what a "basic" insurance, which is comparable to public insurance cover, would have cost

 

- line 44, field 370: unemployment insurance contribution (from line 27 of Lohnsteuerbescheinigung)

 

- lines 46 to 50: any other insurances you have, e.g. personal liability insurance in line 48

 

Basically, the rule for filling in this form is to look in it for the mention of "lt. Nr. ?? der Lohnsteuerbescheinigung" and then to look for that section in your Lohnsteuerbescheinigung and see if you have an amount there. If yes, transfer it to the tax form.

 

******************************************************

 

How to fill in Anlage AV

lines 1, 2, 3: your surname, first name, tax number

 

first column is for you/husband, second column for wife:

line 4: German social security number

line 6: put a 1 into the box

line 9: how many paper certifications you attach, certifying all your private pension plans

line 10: fill in 1

line 11: fill in the gross salary you had in the year 2009. No, this is not a mistake, it really says 2009.

line 19: fill in all foreign gross salaries for which you had to pay public pension payments in the year 2009.

 

lines 21 to 24: only fill if you have children

 

click on icon for "page 2":

For you/husband: lines 31 to 42:

line 31: registration number (Anbieternummer) of insurance company with which you have the pension plan / their certification number (=Zertifizierungsnummer)

line 32: your pension plan contract number

line 33: take from the certification your insurance company sent you: amount for Beiträge / amount for Tilgungsleistungen

repeat for 2nd, 3rd, 4th contract.

 

For wife: lines 43 to 54:

line 43: registration number (Anbieternummer) of insurance company with which the wife has the pension plan / their certification number (=Zertifizierungsnummer)

line 44: wife's pension plan contract number

line 45: take from the certification wife's insurance company sent her: amount for Beiträge / amount for Tilgungsleistungen

repeat for 2nd, 3rd, 4th contract.

 

******************************************************

 

How to fill in Anlage VL

at top: you fill in your surname, first name, tax number and identification number

for the rest let the institution with which you have a contract for which you want to receive or already receive Vermögenswirksame Leistungen fill it in to certify to that contract and attach the whole filled in and signed paper form to your tax forms.

 

 

******************************************************

 

0

Share this post


Link to post
Share on other sites

I've got a question ... Can someone tell me if, as a freelancer, I am required to fill out taxes via a professional Steuerberater?

 

I've been paying upwards of 300 euro per year for this service, and though it's been valuable, as someone mentioned above it's not exactly rocket science - at least in my case. Might want to save that money next year and spend a few more hours doing it myself...

0

Share this post


Link to post
Share on other sites

There is no requirement to use a Steuerberater, but as tax law and benefits are constantly changing it's advisable, plus you get longer to file and someone to fight your corner if there is a problem. €300 is cheap to get it right, at least.

1

Share this post


Link to post
Share on other sites

Jesus, Panda! What do you do for a living? Serious question and kudos!

I am a professional independent insurance broker and authorised advertiser. Contact me.
0

Share this post


Link to post
Share on other sites

I've only been in Germany since the start of November, I'm not a high earner and I'm an employee but I've been told I should get a steuerberate.

It seems like the €114 fee would probably be most of what I would get back, assuming my langauge course and flights are deductable. Is this good advice or should I try to plough through and save my money?

 

Also I'm paying for storage in the UK until I move things over, is this deductable like a 2nd rent?

0

Share this post


Link to post
Share on other sites

First you need to check how much (if any) tax you paid in 2010. It's quite likely that without any additional deductions you'll get it all back if you earned a total of less than €8004 in Germany during the year - double that if you are married and your partner is not working.

0

Share this post


Link to post
Share on other sites

I did earn less than €8004 but as I earned money in England I thought I didn't get a tax free allowance here.

I do earn more here though so I thought I'd get some back due to the difference...

0

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!


Register a new account

Sign in

Already have an account? Sign in here.


Sign In Now