As of: January 19, 2024, 6:59 a.m
By: Caspar Ibel
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All pensioners will receive their pension receipt certificates from the German pension insurance in these weeks.
That's what lies behind it.
An overview.
Berlin - Between January and the end of February, the German Pension Insurance will send pensioners pension receipt certificates for 2023.
This contains information about the pension paid out as well as health and nursing care insurance contributions for the past year.
The pensioners themselves must apply for the first pension receipt certificate.
This step can be done easily via the German pension insurance website.
After a successful application, the certificate is automatically sent to pensioners every year.
German pension insurance helps pensioners with tax returns
Until recently, the contents of the certificate were necessary for tax returns.
The German pension insurance is now helping pensioners.
The required information from the certificate is forwarded directly to the tax office.
An overview of which data the tax office has received can also be found in the pension receipt certificate.
However, if pensioners want to know the result of the tax return in advance, the notice provides the necessary data at an early stage.
The certificate explains exactly what information must be provided and where in the tax return.
Pensioners must also submit a tax return if their taxable income exceeds the basic tax allowance.
In 2023, this allowance will be 10,908 euros for singles and 21,816 euros for married people.
Completing the tax return is made significantly easier by transmitting data to the tax offices.
Because the appendices “R” and “Precautionary expenses” no longer need to be filled out.
Everyday helper for seniors
It's often the little things that are a big help for pensioners.
Whether at home or on the go - this guide will help you choose the most practical helpers for seniors.
For example, a gripping aid (promotional link)
has proven useful
, with which you can easily get a book out of the cupboard or the remote control from under the sofa.
Employees will also receive pension information at the beginning of the year
It's not just pensioners who receive information about pensions at the beginning of the year.
Employees also receive the so-called annual report from their employer between January and the end of February.
This is a copy of the information that the employer sends to the pension insurance company.
This includes, among other things, information about the length of employment and salary.
Since incorrect information is being accepted and has a negative impact on pension rights, employees should check this information.
The German pension insurance also advises this.
Employees should always compare their name, insurance number, length of employment and gross earnings.
If an error occurs, it should be reported to the employer with a request for correction.