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Yearly Tax Filing – Pensioners

This page lists the requirements for pensioners filing yearly taxes.

Common Data & Documents

FieldTypeRequiredDescription
Tax YearNumberYesThe year for which taxes are filed
Applicant NameTextYesName of the individual/company
AddressTextYesCurrent residential or business address
Date of BirthDateYesDate of birth of applicant
Tax Identification NumberTextYesNational tax ID or Steuernummer
Marital StatusTextYesMarital status (single, married, etc.)
Bank Account DetailsTextYesIBAN/BIC for refunds or payments
Children InformationTextNoNames and birthdays of children
Health Insurance DetailsTextYesProvider and policy number
Supporting DocumentsFileNoAdditional supporting documents
Contact EmailTextYesEmail for correspondence

Pensioner-Specific Documents & Data

FieldTypeRequiredDescription
Pension StatementFileYesAnnual pension statement
Receipts for Medical ExpensesFileNoProof of medical expenses
Supporting DocumentsFileNoAdditional supporting documents

Notes

  • All required fields must be completed for submission.
  • Supporting documents can include receipts, investment proofs, etc.