How much time do you have left for your tax return?
Read here which rules and deadlines you as a taxpayer currently have to observe.
Do you still have to complete the
tax return *
- or would you like to submit one voluntarily?
Depending on whether you are obliged to submit it or not, you can take more or less time.
Here is an overview.
Deadline for filing the 2020 tax return:
The deadline for filing the tax return 2020
was
Postponed
three months as
a result of the
corona crisis
- taxpayers who have to submit a declaration therefore have until the end of October 2021.
Because
October 31 is
also a Sunday, the specific deadline is the following Monday
, i.e. November 1, 2021
.
In federal states where November 1st is a public holiday, the submission deadline does not end until November 2nd, 2021. And: If you don't submit your tax return yourself, but consult a tax advisor, the extension even has until May 31, 2022 .
You can also read:
Money back after working from home: What you can state in your tax return.
Deadline for filing the 2019 tax return:
According to
T-Online.de,
there is also
an exception
for the
2019 tax return
: It can be submitted "another six months later" because the tax advisors would have significantly more work due to the corona pandemic.
“The deadline will not end until August 31, 2021,” the report states specifically.
Everyone who has not yet made the declaration should hurry here.
Also read:
Five legal tricks for your tax return: How to get a lot of money back.
Voluntary submission of the tax return: Time up to four years (after the end of the calendar year)
You are not required to submit
a tax return
, but would like to submit
a tax return voluntarily
?
Then you have even longer to do it.
"You can expect a refund if you settle with the tax office within four years of the end of the calendar year," informs Stiftung Warentest.
The following deadlines apply accordingly:
2017 tax return:
December 31, 2021
2018 tax return:
December 31, 2022
2019 tax return:
December 31, 2023
2020 tax return:
December 31, 2024
Read about it:
Lucrative: That's why you should submit your tax return retrospectively.
Are you unsure whether you
are
required to file a tax return
?
Then you should clarify this question as soon as possible.
Because the tax office usually does not send an extra invitation, emphasize the experts at Stiftung Warentest - and, according to
Test.de, explain
in short form who
is affected
by the
tax obligation
and who is usually not:
Stiftung Warentest: Anyone who has to submit a tax return
1. Employees and retirees:
Those who only receive wages usually do not have to submit a declaration, according to
Test.de.
Because for employees, the employer automatically pays part of the wages to the state as income tax every month.
In other words, the income is already taxed at this point in time.
“Under certain circumstances, non-self-employed such as employees, civil servants and retirees have to file a
tax return
,” said the experts.
This is particularly the case under the following conditions:
"You will receive
wage replacement
of more than 410 euros, for example short-time benefits, parental benefits or unemployment benefits. 1
They work at
several work-encoders
simultaneously and therefore taxable income in income tax bracket VI.
They have
side-income
of more than 410 euros (net of related expenses, flat allowance, relief and allowances).
Mini-jobs and capital income subject to withholding tax are not included.
In the income tax is a
free-amount
entered.
This does not apply to lump sums for the disabled, children and dependents.
This does not apply if the total of all income in 2020 was less than 11,900 euros (22,600 euros for couples).
You receive a
severance payment
or wages for several years of work and the employer deducts the wage tax according to the one-fifth rule. "
2. Civil servants:
In principle, “the same rules” apply to civil servants as to employees,
explains Test.de. "
In addition, the tax return can be compulsory if the pension lump sum is higher than the insurance contributions to be recognized - for example, in the case of premium refunds."
3. Pensioners:
According to Stiftung Warentest, pensioners have to submit a tax return "as soon as they take more than the basic tax allowance (2020: 9,408 euros, 2021: 9,744 euros) after deducting income-related expenses, tax relief, lump sums and tax exemptions." the pension is tax-free and does not count towards income.
“This personal allowance is calculated when you retire and remains the same in the following years.
Due to pension increases, some later slip into the compulsory assessment. "
4. Married couples and registered life partners:
If a married couple does not want to declare their taxes together, each partner must submit their own declaration.
"But that can also be the case with joint assessments," reports Stiftung Warentest.
This is particularly the case in the following situations:
“A partner taxes income in income tax class IV +, V or VI.
A couple get divorced and a partner remarries in the same year.
In this case, everyone involved has to declare their taxes. "
5. Entrepreneurs: The
self-employed, entrepreneurs and farmers should in principle submit a tax return, writes
Test.de.
Only if their income is below the basic tax-free allowance (2020: 9,408 euros, 2021: 9,744 euros) and they do not report a loss, they do not have to submit a tax return. "The experts have another important point to note:" These taxpayers are obliged to Submit your tax return online.
The classic declaration on paper is not permitted. ".
6. Investors
: "As a rule", investment income is subject to the withholding tax and therefore does not count towards income tax, informs Stiftung Warentest.
But: Sometimes, due to investment income, the tax return can become mandatory.
According to the tax experts, this is the case if:
"Due church tax on capital income has not been paid,
there is foreign income for which no final withholding tax has been paid or
Too little withholding tax was paid in the previous year. "
You can also read:
Corona year: What you should not forget this time on your tax return
Submit a tax return voluntarily?
Many employees are meanwhile not obliged to submit.
It might be worthwhile for them to
voluntarily file a tax return.
"Almost nine out of ten employees receive money back with their tax returns - an average of 1,051 euros,"
Test.de
quoted
figures from the Federal Statistical Office.
Particularly good cards would taxpayers, which over the year
tax payroll too much
had been deducted, the Stiftung Warentest.
“For example, because your salary has changed or you were not in the optimal wage tax bracket.
Even high expenses over the year increase the
reimbursement
. ”
(Ahu) * Merkur.de is an offer from IPPEN.MEDIA.
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