With the Taxfix app, you can quickly and easily enter your statutory pension income in your tax return. The easiest way to do this is by using the so-called "Rentenbezugsmitteilung". Here you will learn what it is, how to obtain it, and how to enter it correctly in the app.
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The pension notification contains your pension data for the tax office.
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Once requested, it is automatically sent to you by post every year.
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You need it to report your pension correctly in your tax return.
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In the Taxfix app, enter the data under "Income".
🚀 Your Guide
What is the pension notification?
At the beginning of each year, your pension provider sends all relevant pension data to the tax authorities. You can find this information on your "Rentenbezugsmitteilung": the start of your pension, gross pension amount, adjustment amounts, and more.
The tax office uses this data to determine whether and how much of your pension is taxable. You also enter this data in your tax return.
Important: The pension notification is not the same as your pension award letter. For your tax return via the Taxfix app, you need the official pension notification.
How do I obtain the pension notification?
You can easily request the pension notification online from the German Pension Insurance (Deutsche Rentenversicherung).
How it works:
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Visit the website of the German Pension Insurance (Deutsche Rentenversicherung).
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Select “Information über die Meldung an die Finanzverwaltung".
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Choose the relevant pension type:
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Versichertenrente / Insured person pension (for your own retirement pension)
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Hinterbliebenenrente / Survivor’s pension (e.g. widow’s/widower’s pension, orphan’s pension)
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Enter the relevant calendar year (Kalenderjahr), your insurance number (Versicherungsnummer), and your personal details (Angaben zur Person).
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Click "Absenden" to complete the request.
Once you’ve submitted this form, the pension notification will be sent to you automatically every year by the end of February.
Do I have to report my pension income?
In general, yes. While the tax office already has this data, we strongly recommend that you enter it yourself in the app.
If you skip this step, the provisional tax result in the app may differ from the official result provided by the tax office. To ensure accuracy, always include your pension using the pension notification.
How to enter the pension notification in the Taxfix app
In the Taxfix app, go to the category "Income" to enter your pension.
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Indicate that you received pension income.
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Then enter the data from your pension notification manually.
If you are using the pre-filled tax return feature, the app can automatically import these values using the tax data retrieved from the tax office.
You can also add other pensions if you received them, such as:
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Pension from the German Pension Insurance
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Pension from a professional pension scheme
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Rürup pension (basic pension)
This way, all of your pension income is correctly recorded in your tax return.
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Still have questions?
We're here to help! Contact our support team: support@taxfix.de