Tax declaration

[hedgehog]

@Bojack

Ausländische Wertschriften mit pauschaler Steueranrechnung oder Rückbehalt

Securities with foreign withholding taxes for which you’d like to get reimbursed out of double taxation treaties

@Bojack

That’s really subjective if the canteen food is more expensive than cooking at home. How are they gonna count this?

If there’s a canteen per the checkbox on Lohnausweis they automatically assume it’s cheaper. If it’s not cheaper than food on the street maybe talk to your employer so that he doesn’t check this box next time

Also, I get back lunch cost from employer as Spesen. Can you declare this thing twice?

Then it seems you don’t have any Mehrkosten and probably can’t deduct anything here. How is it reported on Lohnausweis though? If nothing about food is there and you don’t live next to work, I’d just check 3200 here and see what happens. The deduction is supposed to cover cost of buying food from the street if you can’t have a lunch at home (=live too far).

@Bojack

So I can deduct my healthcare insurance contributions and 2. pillar pension insurance?

Yes
No - it should have been already deducted on Lohnausweis

@Bojack

Kosten für die Verwaltung des beweglichen Privatvermögens

Can you deduct anything here?

0.3%, max 6k of values of all securities - without any proofs. We discussed this exact deduction just recently in some other thread about welath tax

@Bojack

I did not find any place to declare currency on bank account. Bargeld is not that. You don’t need to declare money on current account as wealth?

All bank accounts should be declared in Wertschriftenverzeichnis. Especially foreign ones who will rat you out anyway

@Bojack

I did find the DA-1 form inside the app. However, when I enter the asset (VT), it can never find it in the Verzeichnis. The same asset worked in the share declaration. Any ideas?

I just filled manually all the stocks they didn’t have in the database by ISIN number