Less income in 2022?

Why it can still be worthwhile to bring some issues forward

Created: 12/23/2021 Updated: 12/23/2021, 1:05 PM

By: Anne Hund

Sometimes, for tax reasons, it is worthwhile to bring costs that are already necessary in advance.

© imago images / MiS

At the turn of the year it can be worthwhile for many taxpayers if they bring the costs that are already required into the current year.

Tax experts explain why.

Anyone who has to

expect

a significantly lower

in the coming year

than before - for example due to

*

or because you will

in 2022

- you should also

keep an eye

on the

at

the end of the year

.

Because in such cases it can often be worthwhile to

to 2021, as the Association of Taxpayers of the German Press Agency (dpa) advises.

Because if only little or no

due in

2022

, the expenses could then possibly no longer be used to reduce

, as the dpa report continues.

Costs that are already required could therefore be brought forward accordingly and included in the 2021 tax return - in order to reduce the tax burden.

But depending on your life situation, it can also be worthwhile to bring forward costs for the

or expenses for

to the current year.

Also read:

Saving taxes: You should consider this at the turn of the year 2021/2022

In the meantime, it sometimes makes sense for taxpayers to consciously push tax-reducing expenses into the coming year, for example because they can

bundle

. The wage tax aid (Lohi) Bayern explained it with an example: "Anyone planning a health resort or hospital stay or an outpatient laser eye surgery for the year 2022, for example, should postpone other health costs into the new year", says it in the message of Lohi. Because the exceeding of the individual reasonableness

for the 

 is necessary "so that a tax advantage arises".

If the self-borne costs were to be spread over several years in the meantime, “you would usually deprive yourself of the pleasure of lowering income tax due to the extraordinary burdens,” the experts point out.

You can read more tips on when taxpayers should better invest or postpone them to the coming year here.

The taxpayers' association has a basic tip: "If

sorted before the turn of the year and a

made, it is easier to decide, for example, whether new glasses should be bought this year or whether expenses should be postponed," it says on its website.

Also read

Corona bonus tax-free until the end of March 2022

As a result of the

, there were also special regulations and funding programs that will expire "promptly", according to a further note from the taxpayers' association. For example, the “

”, with which

can receive

. As of April 2022, taxes will be due again for such premiums, as the experts inform on their homepage. There it goes on to say: "If an extra bonus is planned for employees in the company, it should be paid out by March 2022 if possible so that the bonus remains tax and social security-free." More about the Corona bonus for employees and from when for the

Interested parties can find out here.

Also interesting:

Minimum wage from January 2022 for mini-jobs too

At the turn of the year, as the taxpayers' association also announces, “important adjustments are again mandatory”.

The

again

- "here employment contracts have to be adjusted".

Since the minimum wage also applies to

, attention must be paid to adjusting the working hours.

“Otherwise there is a risk of exceeding the 450 euro limit.”