Recipients of citizen income do not actually have to file a tax return.
But there are exceptions to this rule.
When the tax return is worthwhile despite citizen income.
Berlin – Since January, the old Hartz IV has been replaced by the new citizens' income.
Even if a lot has remained the same, there have been some innovations.
This also raises questions about the tax return.
Here is an overview of what citizens’ income recipients have to consider.
Tax return despite citizen income: When should you submit it?
In principle, recipients of social benefits such as citizen's income do not have to submit a tax return.
This is especially true if the beneficiaries have received citizenship money for the entire calendar year.
However, you should consider filing a tax return in the following situations:
If you only received citizenship money for a few months in a calendar year
If you receive citizen money as an increase in income
Especially for those who are in tax brackets 1 or 2, the refunds can amount to several hundred euros, which is why the tax return is really worthwhile.
Receive citizenship benefit only a few months a year
Anyone who has not received citizenship money for a whole year has most likely worked before or after.
In this case, you should recover the overpaid taxes just like any other employee.
Single and divorced people benefit the most, as they are usually grouped in tax class 1 and therefore pay the highest tax rates.
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Citizens' income recipients usually do not have to submit a tax return.
© Zoonar.com/stock photos-mg/Imago
Citizen's income as a top-up to the salary: Why the tax return is worthwhile
With the new citizens' allowance, not only the unemployed receive the social benefit, but also those who have an income that is not sufficient to cover the cost of living.
These people are considered top-ups.
Top-ups can deduct the costs they had to spend to carry out their work on their tax return.
So: costs for work clothes, travel and transport costs or other costs for work equipment.
These are all listed in the advertising expenses.
Citizens' income recipients should also be careful.
Because the tax repayments are considered income, so they can be offset against ongoing citizen benefit payments.
So if you are still receiving citizen income, you should think carefully about whether the tax return will bring you more or harm you.
List of rubrics: © Zoonar.com/stock photos-mg/Imago
