Filing a tax return - help on how to file

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Hi all

 

I just received the result of my annual tax declaration from Finanzamt. As my family lives out side Germany in a non EU Country, I've applied for "doppelte Haushaltsführung". Also I've added 90 days as 'Mehraufwendungen' after coming back to Germany from my vacation.The finanzamt has accepted the accommodation costs, but refused to consider "Mehraufwendungen". the justification was:
 
"Mehraufwendungen für Verpflegung bei einer doppelten Haushaltsführung können nur für drei Monate nach Aufnahme der Beschäftigung am neuen Beschäftigungsort berücksichtigt werden."
 
I understood that, the 'Mehraufwendungen' could be considered as job expenses in case of changing the employer.
Is the rejection reason of the Finanzamt correct? If it's not correct how can argue with them?

Thanks,
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12 hours ago, Osama said:

Also I've added 90 days as 'Mehraufwendungen' after coming back to Germany from my vacation.The finanzamt has accepted the accommodation costs, but refused to consider "Mehraufwendungen". the justification was:

 
"Mehraufwendungen für Verpflegung bei einer doppelten Haushaltsführung können nur für drei Monate nach Aufnahme der Beschäftigung am neuen Beschäftigungsort berücksichtigt werden."
 
I understood that, the 'Mehraufwendungen' could be considered as job expenses in case of changing the employer

 

For 3 months after taking up employment at the new place of employment ("für drei Monate nach Aufnahme der Beschäftigung am neuen Beschäftigungsort"). In order to be able to reckon the additional catering costs for another 3 months, the professional activity must be interrupted for at least 4 weeks. How long have you been on holiday? 

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10 hours ago, someonesdaughter said:

 

For 3 months after taking up employment at the new place of employment ("für drei Monate nach Aufnahme der Beschäftigung am neuen Beschäftigungsort"). In order to be able to reckon the additional catering costs for another 3 months, the professional activity must be interrupted for at least 4 weeks. How long have you been on holiday? 

Hi @someonesdaughter,

Thanks for your response. I had 2 vacations one of them was for consecutive 5 weeks, but it was divided between 2 years (i.e. started at end of December preceded to the year of tax declaration). Does this vacation meet the requirements to get the additional catering costs?

 

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3 hours ago, Osama said:

Hi @someonesdaughter,

Thanks for your response. I had 2 vacations one of them was for consecutive 5 weeks, but it was divided between 2 years (i.e. started at end of December preceded to the year of tax declaration). Does this vacation meet the requirements to get the additional catering costs?

 

Yes. :) 

 

"Neue Rechtslage seit 1. Januar 2014
Die Vereinfachung des Reisekostenrechts brachte ein willkommenes Steuergeschenk:
 
Eine mindestens 4-wöchige Abwesenheit vom Beschäftigungsort führt zu einem Neubeginn der 3-Monatsfrist. Nach neuem Recht zählt ausschließlich die Dauer der Unterbrechung. Um welche Form der Unterbrechung es sich handelt, ist irrelevant. Urlaub, Krankheit und Auswärtstätigkeit zählen somit gleichermaßen und können miteinander kombiniert werden."

 

https://www.roedl.de/themen/doppelte-haushaltsfuehrung-sommerurlaub-steuern-sparen

 

"New legal situation since 1 January 2014
The simplification of the travel expense law brought a welcome tax present:
 
An absence of at least 4 weeks from the place of employment leads to a restart of the 3-month period. According to the new law, only the duration of the interruption counts. The form of the interruption is irrelevant. Vacation, illness and external activity thus count equally and can be combined with each other."

 

Translated with www.DeepL.com/Translator

 

 

File a 'Widerspruch gegen den Steuerbescheid' and point to the requirements of the Income Tax Act (EStG) § 9 Abs. 4a Satz 12, 7 which reads:

 

"Eine Unterbrechung der beruflichen Tätigkeit an derselben Tätigkeitsstätte führt zu einem Neubeginn, wenn sie mindestens vier Wochen dauert. "

 

or in English:

 

"An interruption of professional activity at the same place of work shall lead to a new start if it lasts at least four weeks." 

 

http://www.gesetze-im-internet.de/estg/__9.html 

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On 3/28/2019, 1:46:26, someonesdaughter said:

 

Yes. :) 

 

"Neue Rechtslage seit 1. Januar 2014
Die Vereinfachung des Reisekostenrechts brachte ein willkommenes Steuergeschenk:
 
Eine mindestens 4-wöchige Abwesenheit vom Beschäftigungsort führt zu einem Neubeginn der 3-Monatsfrist. Nach neuem Recht zählt ausschließlich die Dauer der Unterbrechung. Um welche Form der Unterbrechung es sich handelt, ist irrelevant. Urlaub, Krankheit und Auswärtstätigkeit zählen somit gleichermaßen und können miteinander kombiniert werden."

 

https://www.roedl.de/themen/doppelte-haushaltsfuehrung-sommerurlaub-steuern-sparen

 

"New legal situation since 1 January 2014
The simplification of the travel expense law brought a welcome tax present:
 
An absence of at least 4 weeks from the place of employment leads to a restart of the 3-month period. According to the new law, only the duration of the interruption counts. The form of the interruption is irrelevant. Vacation, illness and external activity thus count equally and can be combined with each other."

 

Translated with www.DeepL.com/Translator

 

 

File a 'Widerspruch gegen den Steuerbescheid' and point to the requirements of the Income Tax Act (EStG) § 9 Abs. 4a Satz 12, 7 which reads:

 

"Eine Unterbrechung der beruflichen Tätigkeit an derselben Tätigkeitsstätte führt zu einem Neubeginn, wenn sie mindestens vier Wochen dauert. "

 

or in English:

 

"An interruption of professional activity at the same place of work shall lead to a new start if it lasts at least four weeks." 

 

http://www.gesetze-im-internet.de/estg/__9.html 

Hi @someonesdaughter, 

 

Thank you again for your support 👍. I'll write to the Finanzamt the below letter,

 

sehr geehrte Damen und Herren,
hiermit lege ich gegen meinen Steuerbescheid Einspruch ein.
In meiner Steuererklärung geltend gemachten Aufwendungen für ein Mehraufwandkosten. Meine Begründungen lauten:
1 - nach Einkommensteuergesetz (EStG), § 9 Werbungskosten, Abs. (4a), Satz 7 "Eine Unterbrechung der beruflichen Tätigkeit an derselben Tätigkeitsstätte führt zu einem Neubeginn, wenn sie mindestens vier Wochen dauert.".
2 - ich hatte schon einen Urlaub für 33 Tage von 19.12 bis 21.01
 
Bitte bestätigen Sie mir den Eingang meines Einspruchs.
 
Mit freundlichen Grüßen
 

Have a nice weekend :)

 

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14 minutes ago, Osama said:

Hi @someonesdaughter, 

 

Thank you again for your support 👍. I'll write to the Finanzamt the below letter,

 

sehr geehrte Damen und Herren,
hiermit lege ich gegen meinen Steuerbescheid Einspruch ein.
In meiner Steuererklärung geltend gemachten Aufwendungen für ein Mehraufwandkosten. Meine Begründungen lauten:
1 - nach Einkommensteuergesetz (EStG), § 9 Werbungskosten, Abs. (4a), Satz 7 "Eine Unterbrechung der beruflichen Tätigkeit an derselben Tätigkeitsstätte führt zu einem Neubeginn, wenn sie mindestens vier Wochen dauert.".
2 - ich hatte schon einen Urlaub für 33 Tage von 19.12 bis 21.01
 
Bitte bestätigen Sie mir den Eingang meines Einspruchs.
 
Mit freundlichen Grüßen
 

Have a nice weekend :)

 

 

It does not work for the double house hold tax expenses. I tried this in 2016 and 2017 and both were rejected (took a month vacation in both years). The 4 week break works only if you change employer. Good luck but doubt you will be successful.

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2 hours ago, RenegadeFurther said:

 

It does not work for the double house hold tax expenses. I tried this in 2016 and 2017 and both were rejected (took a month vacation in both years). The 4 week break works only if you change employer. Good luck but doubt you will be successful.

 

Thanks @RenegadeFurther for the advice. Anyway I'll give it a try, and inform all of you with the Finanzamt decision.

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Hello, what is the deadline for employees for filing the tax declaration in 2019.

I just realized it is April and I will be on holiday until May, and usually I did the tax declaration always before 1st of May.

If it is really 1st of May how can I ask the Finanzamt for an extension of the deadline?

If I changed jobs last year, also changed tax class, received Arbeitslosengeld for 2 months, received 3 Lohnsteuer Bescheinigung forms for last year how easy it is to make the tax return forms myself?

Can you give me some advice here?

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49 minutes ago, bbogdanmircea said:

Hello, what is the deadline for employees for filing the tax declaration in 2019.

I just realized it is April and I will be on holiday until May, and usually I did the tax declaration always before 1st of May.

If it is really 1st of May how can I ask the Finanzamt for an extension of the deadline?

If I changed jobs last year, also changed tax class, received Arbeitslosengeld for 2 months, received 3 Lohnsteuer Bescheinigung forms for last year how easy it is to make the tax return forms myself?

Can you give me some advice here?

 

At least for this year, it seems that the deadline was extended to 31.07.2019 for the 2018 tax return. https://www.finanztip.de/steuererklaerung/steuererklaerung-frist/

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Hi All,

Does anyone know what has happened in 2018 regarding Anlage KAP and now the Anlage-KAP-BET and KAP-INV?  Do these (or one of them) have to be submitted in addition to the Anlage KAP?

 

Also, I opened a local Investment Account which incurred some management fees.  Are these at all deductible either in the Anlage KAP or elsewhere as Kontoführungsgebühren?  Is there such a thing as reducing my gains with these costs or not?

 

Thanks

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I have a very basic tax question for year 2018. I only worked at one employer and have nothing to declare. I received the Lohnsteuerbescheinigung and put all the information down in SteuerGo. They are saying that I am going to receive a 1000 euro refund however this does not seem correct. I was always in the correct tax class and everything was automatically deducted from my pay check. Am I missing something here?

 

I wasn't even planning on filing my taxes since I was told that it would not make sense for someone in my situation.

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i have left Germany and i need to submit 2018 tax report. Someone can advice if i need to use my last address in Germany in the needed places in the reports? Tx, Deb

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Hi,

 

I went quite deep down the rabbit hole finding out how the new Anlage KAP-INV should be filled in. One thing I couldn't just understand/believe is about the fictitious sale (Fiktive Veräußerung) at 31.12.2017 of some ETF's I have sold in 2018. So the Anlage KAP-INV treats it in a way that all shares in funds have fictitiously been sold and re-baught at the start of 2018 and the capital gains are therefore the capital gains are splitted for the period before and after 31.12.2017. Also, according to my Steuer Software, you are not allowed to level out any gains before 31.12.2017 with losses made after 31.12.2017 till the moment of sale.

 

So imagine if I invest in some ETF in 2016 for a worth of 1000 euro. This ETF is doing well till 31.12.2017 and it worth 2000 euro at this point. After this it all goes bad and I decided to sell the ETF at some point in 2018 when it is worth 500. 

 

If I understand correcty, the increase from 1000 till 2000 is taxable as "fiktiver Veräußerunggewin" . However, the decrease from 2000 till 500 counts as a "loss" and is simply considered a zero capital gain.

 

On my Steuererklaerung I then have 1000 euro of taxable capital gains whereas in reality I made a loss? This really kind of blew my mind..

 

 

 

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Dear TTers,

 

In Hessen, when is the last time to declare tax and if you want to extend the period of declaration. what do you do? Thank you.

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25 minutes ago, paxbaby said:

In Hessen, when is the last time to declare tax and if you want to extend the period of declaration. what do you do? Thank you.

 

The regulations apply nationwide and it depends on it: Are you obliged to file a tax return? 

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hello TTers,

 

My wife joined me on 25.04.2018, and I changed my tax class from 1 to 3 on 27.04.2019. But my payslip does not reflect a class change until August 2018. How do I claim the difference in the tax return? Can I claim from April to August or from May to August.

Thank you.

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Tax class 3 will be applicable for the whole year of 2018. File a tax return and claim back extra tax paid if any from January to August. 

I hope the change of tax class was on 27.04.2018 and not in 2019.

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4 hours ago, Sesh said:

Tax class 3 will be applicable for the whole year of 2018. File a tax return and claim back extra tax paid if any from January to August. 

I hope the change of tax class was on 27.04.2018 and not in 2019.

Do you mean Tax 3 applies for the whole year even though my wife only joined me in April?

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