How much money can I get from Lohnsteuerbescheinigung (yearly tax report)?

3 posts in this topic

Hello,

 

I've been working in Germany fulltime for 3 years (I don't speak German - sorry to say), I'm single without children and I also had no idea about tax calculations.

 

Each year, I got a paper from employee with title "Ausdruck der elektronischen Lohnsteuerbescheinigung", example (not mine of course) https://wundertax.zendesk.com/hc/article_attachments/115004095005/lohnsteuerbescheinigung.png. Until last week, I got informed from a roommate who

said If I check this paper, row number 5 "Einbehaltener Solidaritätszuschlag von 3."  and if it is not 0 then I can claim tax return from it.

 

I've collected these papers from the last 3 years (2016, 2017, 2018) and would like to claim some hundred Euros from Finanzamt (the roommate also said, I could visit this office

and they would help to fill the tax claim papers).  

 

Could you confirm that I could collect the money from my last 3 working years? I have fulltime job and the Brutto salary is ~3000 Euro/month and I summed the total money from the row number 5 from these tax papers which would give me ~800 Euro.

 

Thanks a lot.

 

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1 hour ago, xxria said:

Until last week, I got informed from a roommate who

said If I check this paper, row number 5 "Einbehaltener Solidaritätszuschlag von 3."  and if it is not 0 then I can claim tax return from it.

 

Your roommate is misleading you – if you have paid too much tax, you will get back the overpaid portion of the income tax and the solidarity surcharge, but not the entire solidarity surcharge.  

 

Only if someone earns very little and the total yearly worldwide income is below the basic tax allowance of €9,000 (in 2018, €8,820 in 2017 and a little less in 2016) any taxes paid will be refunded in full. 

 

1 hour ago, xxria said:

 

I've collected these papers from the last 3 years (2016, 2017, 2018) and would like to claim some hundred Euros from Finanzamt

 

Yeah, who wouldn't like that? :) You'd have to do 3 separate tax returns, for 2016, 2017 and 2018. To get an impression of how this works, please read https://www.toytowngermany.com/wiki/German_taxes and https://www.toytowngermany.com/wiki/Elster 

 

1 hour ago, xxria said:

 

 

(the roommate also said, I could visit this office and they would help to fill the tax claim papers).  

 

The tax office only has to answer simple tax questions, for more complex questions they may charge fees. What the tax office certainly doesn't do is your tax returns. And not in English anyway. 

 

You may be lucky and meet someone who speaks English to you out of friendliness, but German is the official language, legally binding information may only be given in German. 

 

If you can't or don't want to do the tax return yourself (possibly with the help of a tax program), you either have to hire a tax advisor or join a wage tax aid association (Google 'Lohnsteuerhilfe' and 'Berlin' and find for example this http://english.dlg-lohnsteuer.de/ which also advises in English) - but that's only possible if you only have income from an employee's job. The association will then do your tax return, you only have to pay the membership fee.  

 

1 hour ago, xxria said:

Could you confirm that I could collect the money from my last 3 working years?

 

Not the way you seem to think it is: 

 

1 hour ago, xxria said:

I have fulltime job and the Brutto salary is ~3000 Euro/month and I summed the total money from the row number 5 from these tax papers which would give me ~800 Euro.

 

That's not the way it works, sorry.

 

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@someonesdaughter

 

Wow, thank you very much for your kindness. I also checked some other information on the Internet before reading your comment and I understood that this solidarity surcharge is a mandatory tax (not as my roommate said).

 

May I ask you another question about your statement " if you have paid too much tax, you will get back the overpaid portion of the income tax and the solidarity ". Since the beginning of 2018, I have 2 jobs (50% time per job), job 1 is tax class 1, job 2 is tax class 6. Do you think I've paid too much tax (e.g: for job with tax class 6)?

 

As I read about the tax return, one can claim the cost to travel from house to first working place and return (0.3 Euro / km / 1 way). I've been living nearby my office for 3 years (I walk daily to the office: 2 kms / 1 way so 4 kms / round trip). That is the only thing I think could add to the tax return claim. Do you think I should do it (so 220 working days * 4 kms * 0.3 Euros = 264 Euros) ? 

 

My last question, in next months, if I take German courses (e.g: go to a high school and learn German to get B1 certificate, even though my job does not require German skill but let's say it helps me in professional work), I think it can be added to the tax return claim as well?

 

Danke schoen!

 

12 hours ago, someonesdaughter said:

 

Your roommate is misleading you – if you have paid too much tax, you will get back the overpaid portion of the income tax and the solidarity surcharge, but not the entire solidarity surcharge.  

 

Only if someone earns very little and the total yearly worldwide income is below the basic tax allowance of €9,000 (in 2018, €8,820 in 2017 and a little less in 2016) any taxes paid will be refunded in full. 

 

 

Yeah, who wouldn't like that? :) You'd have to do 3 separate tax returns, for 2016, 2017 and 2018. To get an impression of how this works, please read https://www.toytowngermany.com/wiki/German_taxes and https://www.toytowngermany.com/wiki/Elster 

 

 

The tax office only has to answer simple tax questions, for more complex questions they may charge fees. What the tax office certainly doesn't do is your tax returns. And not in English anyway. 

 

You may be lucky and meet someone who speaks English to you out of friendliness, but German is the official language, legally binding information may only be given in German. 

 

If you can't or don't want to do the tax return yourself (possibly with the help of a tax program), you either have to hire a tax advisor or join a wage tax aid association (Google 'Lohnsteuerhilfe' and 'Berlin' and find for example this http://english.dlg-lohnsteuer.de/ which also advises in English) - but that's only possible if you only have income from an employee's job. The association will then do your tax return, you only have to pay the membership fee.  

 

 

Not the way you seem to think it is: 

 

 

That's not the way it works, sorry.

 

 

 

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