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First tip: Next time do your taxes with Buhl - Wiso Steuer.
Second tip: Start building up a solid ETF position and run a savings plan on it.
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@Dr27589 Taxfix is great, I've been using it for years 😉

PS: for foreigners like me, makes everything easier
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I've been using Taxfix for a few years now and have been very satisfied so far. But this year I had to pay €49.99 instead of €35.99. Maybe next year I'll look at/try doing my taxes with WiSo 🤔

I have two ETFs in my portfolio that are to be expanded as a basis. That's part of my new strategy - about 37.50% of total holdings. I may use this inflow of capital to increase the weighting.

I have currently paused savings plans, partly due to the high tuition fees, and am currently only investing with the surplus or 13th/14th salary. I should start again from May 2025!

Thanks for your feedback! Mega. 😄
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@BurhanAbi take a look at it. You'll get good recommendations on every single point. It's great, even if you don't know your way around.

Keep expanding. It probably won't do any harm :)

Gladly!
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@Dr27589 or to a tax advisor, the tax apps only have general tax deductions and do not know every tax guideline
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@Scrooge1 That's right. For 0815 tax returns, however, this is enough for many people.
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@Scrooge1 Then you can get rid of a few hundred euros more quickly 😂 😂 😂
The software is perfectly adequate for most people.
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@Dr27589 1 I can only agree with you. I've already done my 2024 tax return with Buhl WISO Steuer, I just have to send it off. Expected refund of €5,700. But that's also because around €20,000 was invested in a property. But still nice.
2 I would keep one portfolio for retirement provision and a second portfolio for a dividend strategy.
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@Leonard0499 ehm question. Is invested money for owner-occupied property also possible? I spent just under €110K last year and still have a small loan outstanding
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@Iwant_money_423 For an owner-occupied property, you can claim household-related services or energy-related renovations in your income tax return, provided that all legal requirements are met.
If you don't want to deal with German tax law, an alternative would be to go to a tax advisor or an income tax assistance association.
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