Sandy (@DividendenMieze) on getquin

1Wk·

Hello friends of the stock market,

I need your advice: I've been invested since last year and suddenly I get mail from the tax office for the first time in my life: tax return 2023.

I've never submitted one before and have never received any mail until now. Now I have until 24.10.24

At Trade Republic, the taxes I had to pay were always deducted automatically. Do I still have to include this in my tax return? I'm completely at a loss and the lady on the phone was really unfriendly.

Thank you in advance 💐

89 Comments

Ronald@AlterMann

1Wk

If I get a call before 9:00 a.m., I'm not thrilled either. 😂🙈🤷‍♂️

What does the tax office want, where else have you invested something, how high was your exemption order everywhere...

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DerDanner@Therapeut

1Wk

You've never filed a tax return?
You've missed out on a lot of money...
I've already gotten €1000 back 3 times
Look for someone nearby from Lohnsteuerhilfe, you won't pay much and you can give yourself some work to do

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Trille@Trille85

1Wk

Good morning. What does the tax office want from you? Are you obliged to file a tax return?
If the taxes have already been paid, as far as I know you no longer have to declare them. Unless you have foreign investment income that your broker does not pay or, for example, in the case of a favorable tax assessment...
Have you divided up the saver's lump sum properly? Some people make a mistake here and the tax office runs after them. Lg

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Metis@Metis

1Wk

What does the tax office want from you? A tax return?

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Charmin@Charmin

1Wk

In general, there is no obligation for you to provide information on the portfolio in your tax return. As you correctly assume, the taxes have already been paid.

However, it may make sense to check a few things, for example: if you are a member of the church, you can deduct the church tax paid on the capital gains.

It is also important to check that any losses have been offset correctly and that you have not paid too much tax.

If none of this makes a significant difference to you: all good, you don't have to worry about anything.

I use the online tool from https://www.steuerbot.de for my wife - it's really quick and very easy to use.

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Ben@Bart_S

Advice from a tax official personally: file retrospectively for the last 3 years and get the money back before it expires.

Of course, you declare everything you have received and hand in your TR documents.

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Schumi150@Schumi150

WISO tax from Buhl. Self-explanatory, simple and professional. Costs €30 a year, which you usually get back easily. And many times better than the advertised apps such as taxfix or steuerbot. The program explains everything, gives tips and guides you through the whole process in a very simple way. I finished my tax return with all the bells and whistles within an hour at the beginning of January and knew to the cent what I would get back bekomme🤌🏻🤌🏻🤌🏻

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