Yes, retirees can also claim certain income-related (advertising) expenses for tax purposes. These include costs directly related to receiving statutory pension income.
📌 Quick & Easy
- Even in retirement, income-related expenses can occur.
- You can enter these in the app under "Income" after selecting "Pension" in the "About you" section.
- If no higher expenses are entered, a flat-rate amount of €102 is automatically applied.
- The flat rate only applies once per year, regardless of the number of pensions received.
- Expenses must be directly related to statutory pensions. Other income like capital gains or rental income is excluded.
🚀 Your Guide
- What income-related expenses can I claim as a retiree?
- What is the flat-rate allowance for retirees?
- Note on other income types
- How to enter income-related expenses in the Taxfix app as a retiree
What income-related expenses can I claim as a retiree?
Typical eligible expenses for retirees include:
- Travel or postage costs related to pension applications
- Legal advice or litigation expenses related to pension entitlements
- Books or guides on retirement planning
- Tax consultancy fees or the cost of using Taxfix
-
Membership fees for professional associations or unions
What is the flat-rate allowance for retirees?
If you do not claim higher actual costs, the tax office automatically applies a flat-rate amount of €102 per year. This amount applies only once per year, even if you receive multiple pensions.
Note on other income types
You can also declare income from capital gains—whether domestic or foreign—as well as income from rental and leasing in the app. Just select the appropriate options in the "About you" section. Relevant entry fields will then appear automatically.
How to enter income-related expenses in the Taxfix app as a retiree
In the first category, "About you," indicate that you received pension income. This will trigger relevant follow-up questions. Under the "Income" section, click on "Pension" and follow the guided flow to enter your pension details.
👉 Enter the information from your pension statement. This is automatically sent to you by the pension provider and contains all relevant tax data.
💡 If you use the prefilled tax return, your pension data can be automatically imported.
ℹ️ If your pension was approved retroactively, here you can find relevant guidance.
👉 You will then be asked if you want to apply the flat-rate allowance of €102 for retirees.
Afterwards, you will be asked about additional income. For example, if you sold property or had a side job, occasional commissions, or rental of movable goods, you can declare that in this section.
🚀 Fill out the simple question-answer flow - we'll take care of the rest!
Still have questions?
We're here to help! Contact our support team: support@taxfix.de