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Enter pension expenses correctly in your tax return
Find out which insurances you shouldn't forget on your tax return and how to declare them correctly. Important information about pension expenses and pension contributions.
Enter pension expenses correctly in your tax return
Insurance plays an important role in tax returns, especially with regard to pension expenses. These fall into the investment pension expenses and include, among other things, contributions to the first pillar of retirement provision. These include statutory pensions, agricultural pension funds, professional pension schemes and basic pension contracts, also known as Rürup pensions. It is important to note that Annex AV is aimed exclusively at state-funded Riester contracts, while a separate Annex RAV/bAV exists for company pension contributions.
Insurance such as health insurance contributions should also be taken into account when filing your tax return. These are included in the pension expense investment and can be claimed for tax purposes. In addition, accident insurance, liability insurance and other insurance that serve to secure your own standard of living also play a role in your tax return. It is advisable to carefully check all relevant insurance policies and declare them accordingly in your tax return.
Additional insurance is important for the self-employed and freelancers, such as professional liability insurance or business liability insurance. Here too, it is important to take the relevant contributions into account when filing your tax return in order to be able to take advantage of tax advantages. It is advisable to precisely document all insurance and pension expenses and specifically list them in the tax return so as not to miss out on possible tax benefits.
Overall, it is important to take all relevant insurance and pension expenses into account when filing your tax return in order to make optimal use of tax advantages. Careful documentation of all contributions and insurance is essential so that no potential tax benefits are overlooked. Therefore, care should be taken to record the relevant information correctly and completely in the relevant appendices to the tax return. By properly taking insurance and pension expenses into account, you can save money on your tax return.