From BZ/dpa
The pension increase is fundamentally gratifying for many retirees. It’s just that some of them suddenly have to pay taxes as a result. But there are expenses that can prevent this.
With the pension increase on July 1, tens of pensioners will be subject to tax. According to the Federal Ministry of Finance, this applies to 109,000 retirees.
With the higher income, you will exceed the so-called basic allowance of currently 10,908 euros for single people or 21,816 euros for married couples who are assessed together and will therefore have to pay taxes on part of their pension.
The decisive factor is the total income – i.e. in addition to the statutory pension, income from private provision, rental income and capital income.
According to the Bavarian wage tax aid (Lohi), the contributions for health and long-term care insurance are then initially deducted from the total gross pension. In addition, the individual pension allowance must be deducted, which can vary from retiree to retiree – depending on the year of retirement.
If you are still above the basic allowance, you should check with your tax return which other items you can claim for tax purposes.
This can be about…
– Expenditure on craftsmen or household-related services
– ancillary rental costs
– medical expenses
– Expenditure on medication
– Dentures
– glasses
– prostheses
– Spa or hospital stays
– Donate
And: Those who can prove a degree of disability also benefit from the disability allowance, which is between 384 and 7400 euros.