Pension: With these tips, retirees can save money on taxes

Created: 05/25/2022, 08:07

By: Patricia Huber

More and more pensioners have to file an income tax return.

© Sascha Steinach/Imago Images

More and more pensioners have to file a tax return.

If you follow a few simple tips, you can save a lot of money.

Munich – Pensioners* also have to take care of their taxes.

Because if your taxable income exceeds the annual basic allowance, you have to submit an income tax return*.

In 2021, the basic allowance for single people was 9744 euros.

For married couples, the amount doubles to 19,968 euros.

The deadline for submitting the 2021 declaration is July 31, 2022. But there are a few things to consider.

Pension: Lump sums for people with disabilities have increased significantly

In an interview with the consumer advice center, the business economist and accountant Gabriele Waldau-Cheema gave some tips on what pensioners should consider when filing their tax returns in order to save.

On the one hand, there is the innovation in the lump sums for people with disabilities.

These were significantly increased in 2021 and can range from 384 to 7,400 euros depending on the degree of disability.

In addition, an allowance is granted from a degree of disability of 20.

In addition, medical expenses such as bills from non-medical practitioners, massages, physiotherapy, dental crowns or costs for new glasses can be stated as extraordinary expenses.

And expenses for household help or craftsmen can also be claimed for tax purposes.

Pension: Commitment to the Corona Vaccination Center can be claimed for tax purposes

In addition, a judgment was made in 2021 that could be of importance for taxable pensioners.

Because in June, the Baden-Württemberg Finance Court ruled that so-called home emergency call systems are recognized as household-related services.

This means that they can also be deducted from taxes.

Anyone who has volunteered in a vaccination or test center despite retirement during the Corona pandemic* can also claim some money in their tax return.

Then you will receive the volunteer fee of 840 euros.

Anyone who has had informational talks in the vaccination center or who has vaccinated themselves can even claim the trainer flat rate of 3,000 euros.