Owing self-employment tax to the U.S.

[Jim in Munich 0]

Quick update on my end. Instead of sending me the D/USA 101 A form directly, I was mailed a form to fill out to request this form. It was just one page front and back. I filled it out, sent it back to the Hamburg address listed on it, and about a week later received the D/USA 101 A form stamped and completed.

 

So... not quite as efficient as it seemed from the phone call, but it took me less than two weeks to get the form I needed.

[applepenpineapple 68]

This year I still haven't gotten the certificate after 2 months of my first request by fax.  Normally I would get it in 2 weeks. I sent a letter 4 weeks ago in case the fax didn't work, to the Hamburg office.

 

In the past years, I started sending letters to berlin and the certificate was signed by berlin. But later years they were signed by Hamburg, so I then started faxing the request to Hamburg.

 

I wonder if the process has changed, or if I should now send another letter to berlin.

[applepenpineapple 68]

I received the form now from the Lübeck branch although it says "Nord", after 3 months of sending the fax, or 1.5 months after sending the letter by post, both to the Hamburg branch.

[Cduncanson 0]

Hello everyone,

 

I have been living in Germany since 2020 as a freelancer and I am not currently paying into the german system. I didn't realize that I could get the D/USA 101 A form and be exempt from paying self employment taxes to the US. Does anyone know if its possible to get the form dating back to when i moved here and get a refund on the self employment taxes I've paid for 2020 and 2021? 

 

Thanks!

[applepenpineapple 68]

1 hour ago, Cduncanson said:

Does anyone know if its possible to get the form dating back to when i moved here and get a refund on the self employment taxes I've paid for 2020 and 2021? 

In the past I was able to request the certificate for previous years that somehow went missing, and I wanted a copy just in case. I simply wrote it in my letter. I wonder if it's possible to request multiple years in the same certificate if you wrote for example January 01, 2020 to December 31, 2021.

 

I don't know if it's possible to refund self employment tax, but I would guess that you may try a 1040-x. You should ask a professional for an actual answer.

[Straightpoop 676]

On 1.5.2022, 16:06:14, Cduncanson said:

Does anyone know if its possible to get the form dating back to when i moved here and get a refund on the self employment taxes I've paid for 2020 and 2021? 

 

Yes. They are fully refundable taxes. Use Form 1040X and attach a copy of the DUSA 101. When requesting the D-USA101 simply ask that it cover 2020 and 2021 and then one year at a time at the end of subsequent calendar years.

 

 

[Alioster 0]

Hello, 

Ive read through and followed this topic extensively...but cannot get it right. I am self-employed in Germany, USA citizen. I live in Germany permanently now since last year and only work here (albeit with American clients). I am trying to get the form D/USA 101 from Germany. I asked my accountant to help me - she sent the form mentioned in an earlier post (here) to the Berlin DRV Bund. They replied that they needed the form completed more accurately...which I agree, but I am not sure what to put - as the form is more geared towards someone being posted the USA from originally in Germany - which is entirely not my case. 

 

Question 4 on the above form asks about date of posting, which was left blank...because I am not posted. What should I put here? Do I need to use this form or can I just write a letter? Any help appreciated (especially from Straightpoop)!

 

[PandaMunich 16,562]

33 minutes ago, Alioster said:

I've read through and followed this topic extensively...but cannot get it right. I am self-employed in Germany, USA citizen. I live in Germany permanently now since last year and only work here (albeit with American clients). I am trying to get the form D/USA 101 from Germany. 

That's the wrong form.

Simply write DRV the letter that Straightpoop proposes and in it, ask for form D/USA 101-A.

[Cduncanson 0]

On 5/6/2022, 8:23:13, Straightpoop said:

 

Yes. They are fully refundable taxes. Use Form 1040X and attach a copy of the DUSA 101. When requesting the D-USA101 simply ask that it cover 2020 and 2021 and then one year at a time at the end of subsequent calendar years.

 

 

Thank you for your response!

 

I sent the letter in May 1st but still havent heard anything. Is that normal? Hoping it comes soon so i can amend my tax returns. 

[applepenpineapple 68]

If anyone wants updated mailing addresses for requesting the form, they're probably listed in this PDF.

https://www.deutsche-rentenversicherung.de/DRV/DE/Rente/Ausland/Ansprechpartner-und-Verbindungsstellen/USA/USA.html

 

Oddly, for Deutsche Rentenversicherung Nord, they used to send me the form from Friedrich-Ebert-Damm 245, 22159 Hamburg. But last year's was sent from Zeigelstr. 150, 23556 Lübeck, even though the stamp on the form says Frierich-Ebert-Damm, and the person who signed the form has a 040 telephone number for Hamburg printed on the letter.

 

So I'm not sure whether to send this year's request to Hamburg or Lübeck.

The PDF only lists Lübeck but not Hamburg.

 

Quote

 

The German pension offices

Deutsche Rentenversicherung 
Baden-Württemberg

Gartenstraße 105 
76135 Karlsruhe 
Telefon 0721 825-0

 

Deutsche Rentenversicherung 
Bayern Süd

Am Alten Viehmarkt 2 
84028 Landshut 
Telefon 0871 81-0

 

Deutsche Rentenversicherung 
Berlin-Brandenburg

Bertha-von-Suttner-Straße 1 
15236 Frankfurt (Oder) 
Telefon 0335 551-0

 

Deutsche Rentenversicherung 
Braunschweig-Hannover

Lange Weihe 6 
30880 Laatzen 
Telefon 0511 829-0

 

Deutsche Rentenversicherung 
Hessen

Städelstraße 28 
60596 Frankfurt am Main 
Telefon 069 6052-0

 

Deutsche Rentenversicherung 
Mitteldeutschland

Georg-Schumann-Straße 146 
04159 Leipzig 
Telefon 0341 550-55

 

Deutsche Rentenversicherung 
Nord

Ziegelstraße 150 
23556 Lübeck 
Telefon 0451 485-0

 

Deutsche Rentenversicherung 
Nordbayern

Wittelsbacherring 11 
95444 Bayreuth 
Telefon 0921 607-0

 

Deutsche Rentenversicherung 
Oldenburg-Bremen

Huntestraße 11 
26135 Oldenburg 
Telefon 0441 927-0

 

Deutsche Rentenversicherung 
Rheinland

Königsallee 71 
40215 Düsseldorf 
Telefon 0211 937-0

 

Deutsche Rentenversicherung 
Rheinland-Pfalz

Eichendorffstraße 4-6 
67346 Speyer 
Telefon 06232 17-0

 

Deutsche Rentenversicherung 
Saarland

Martin-Luther-Straße 2-4 
66111 Saarbrücken 
Telefon 0681 3093-0

 

Deutsche Rentenversicherung 
Schwaben

Dieselstraße 9 
86154 Augsburg 
Telefon 0821 500-0

 

Deutsche Rentenversicherung 
Westfalen

Gartenstraße 194 
48147 Münster 
Telefon 0251 238-0

 

Deutsche Rentenversicherung 
Bund

Ruhrstraße 2 
10709 Berlin 
Telefon 030 865-0

 

Deutsche Rentenversicherung 
Knappschaft-Bahn-See

Pieperstraße 14-28 
44789 Bochum 
Telefon 0234 304-0

 

 

 

 

 

[applepenpineapple 68]

I just noticed that the mailing addresses is different than their street addresses. Each Rentenversicherung office has a unique post code without a street to receive documents, which is listed on each office's website. The letter which came with the exemption form also lists it on the letterhead.

 

For example, the Lübeck office street address is:

Ziegelstr. 150

23556 Lübeck

 

But the mailing address is:

23544 Lübeck

 

https://www.deutsche-rentenversicherung.de/Nord/DE/Ueber-uns/Adressen-Anfahrt/adressen-anfahrt_node.html

[PandaMunich 16,562]

36 minutes ago, applepenpineapple said:

I just noticed that the mailing addresses is different than their street addresses. 

Either of those address types will do.

 

Big institutions/companies have their own postal code, so that letters addressed to them can be weeded out in the sorting centre and then either the recipient has to come and collect them or they are delivered separately, thereby not burdening the postman: https://de-m-wikipedia-org.translate.goog/wiki/Gro%C3%9Fempf%C3%A4nger_(Deutsche_Post)?_x_tr_sl=de&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp

 

To get the population to use these special postal codes instead of the street address, they said that this way, the letters would reach the recipient faster.

However, in my experience, after having tracked some letters, some Finanzämter do not collect their mail sent to their special postal code every day. While the postman (Briefträger) delivers every day to them (well, except Saturday).

--> I got the return slip (formerly on pink paper, now they simply send you a scan of the recipient's signature) later, than if I had sent that registered letter to the special postal code than to the street address.

 

Though taking into account how Deutsche Post has been degrading their mail delivery service by postman these last few months (I've had letters reach me weeks after the posting date and not just letters from Berlin, which had been notorious that way for years), even "once every few days" collection of their letters from the sorting centre by the recipient may end up faster than direct delivery by the postman.

For details, please read (ignore the "Swiss post" in there, that should read "German post", GoogleTranslate makes strange mistakes): https://www-businessinsider-de.translate.goog/politik/deutschland/deutsche-post-startet-neuen-anlauf-bei-briefgesetz-zustellung-kuenftig-mit-verzoegerung-a/?_x_tr_sl=de&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp