Do you have to file a tax return?

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Not every citizen is obliged to file a tax return. In many cases it can be lucrative even without the need though. Read here what you need to know about the tax return.

Tax returns often result in a refund.
Tax returns often result in a refund. © Thomas_Max_Müller / Pixelio

Not everyone is required to report income

  • When assessing income tax, a distinction is made between the compulsory assessment and the application assessment. There is also a difference in the assessment of taxation between employees and other citizens.
  • If you are an employee, the employer automatically transfers your tax liability to the Tax office away. Citizens who are not employed must file a tax return if their other income is above the basic tax allowance. This is set at EUR 8,004 per year for single persons and EUR 16,008 per year for married persons. Under these conditions, you are obliged to file a tax return.
  • Income that does not result from non-self-employed work includes, among other things, rental income, pensions, maintenance payments or income from securities.
  • Since the tax for employees is already paid during the year, if there are no other types of income, you are basically no longer obliged to file a tax return. As a result, many citizens are giving away a lot of money.

Tax return is worthwhile

  • Even if you are not obliged to file a tax return as an employee, it is worthwhile in most cases. Even if the lump sum for income-related expenses of 1,000 euros is automatically taken into account, the travel allowance alone is often a reason for a tax refund.
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  • With 220 working days and 20 kilometers one way to the workplace, 1,320 euros can be saved ride costs can be claimed - 320 euros above the flat rate.
  • In addition to these expenses, there are often other expenses that make a tax return useful, even if you are not obliged to do so.

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