As of: April 5, 2024, 12:30 p.m
By: Carina Blumenroth
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If your income exceeds the basic allowance, you have to file a tax return. Pensioners are not exempt from this. What that means.
Whether pensioners have to submit a tax return for 2023 or not depends on the respective basic tax allowance. If your income is above this, you have to pay taxes. Which applies to 2023.
Basic allowance 2023: What pensioners need to know
When pensioners have to file a tax return depends, among other things, on the basic tax allowance. (Symbolic image) © Elnur/Pond5 Images/Imago
The basic tax allowance for 2023 is currently 10,908 euros for single people, says
Lohnsteuer Kompakt.
For married couples the amount is 21,816 euros. If you are above this, you must provide a declaration. This can be the case if you have other taxable income in addition to the statutory pension, such as rental income, capital income or other pensions, reports the
Finanztip
portal . Important to know: Just because you have to file a tax return doesn't mean that you will pay taxes. You can reduce the tax burden as a pensioner or as an employee. In addition to the basic allowance, there will be a flat rate of 102 euros for business expenses and a flat rate of 36 euros for special expenses in the 2023 tax year, according to
Finanztip
. This puts singles at 11,046 euros, which is tax-free in 2023. There is also a pension allowance, as the pension is partially taxed. Thanks to the Growth Opportunities Act, which was passed at the end of March, the entire pension will not be taxed until 2058. Complete taxation was previously planned for 2040.
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Request for a tax return from the tax office
If you have not filed a tax return, the tax office may ask you to do so retroactively for up to seven years. If you do not meet the deadline set by the tax office, you may be charged a late payment penalty.
When does the 2023 tax return have to be submitted?
In principle, the deadline is July 31, but the deadline for the 2023 tax return has been extended. The tax return must be submitted to the tax office on September 2nd, 2024, informs
Steuertipps.de
. If you get help from the income tax assistance association or a tax advisor, the deadline is June 2, 2025.