Steuererklärung – bis zu 1000 Euro Nachzahlung, normal?

unsere Familie hat 2 Einkommen, und wir haben einmal Lohnsteuerklasse 3 und einmal Lohnsteuerklasse 5.

Außerdem befindet sich unser Sohn in Ausbildung.

Wir haben keine weiteren Einkommen und auch keine besonderen Ausgaben.

Ich habe erwartet, dass ich in dieser Situation, am Ende des Jahres keine weiteren Steuern zahlen müsste,

Aber die Steuererklärung ergibt in jedem Jahr eine Nachzahlung von ca. 1000 Euro.

Ist eine Nachzahlung in dieser Höhe bei Normalverdienern normal?

Würde ich mit einem Steuerberater mehr Steuern zurückerstattet bekommen, als der Steuerberater kosten würde?

(1 votes)
Loading...

Similar Posts

Subscribe
Notify of
12 Answers
Oldest
Newest Most Voted
Inline Feedbacks
View all comments
anTTraXX
1 year ago

Our family has 2 incomes, and we have one wage tax class 3 and one wage tax class 5.

And so since her in the duty obligation

I expected that I would not have to pay any further taxes in this situation at the end of the year,

This may well happen, but is not the rule.

But the tax return gives a repayment of approx. 1000 EUR

Is a repayment at this level normal for normal earners?

Normal is ralative, it can quite happen. Especially if you don’t know what effect the combination has 3/5.

Would I get more taxes back with a tax advisor than the tax advisor would cost?

A tax adviser can’t complain if you don’t have advertising costs, because he can’t invent.

JamesBaxter
1 year ago

Is a repayment at this level normal for normal earners?

In the case of control class 3 + 5, it is quite possible.

Would I get more taxes back with a tax advisor than the tax advisor would cost?

Unfortunately, you can’t answer this on a flat-rate basis… the StB can also only set off what is possible. He doesn’t swing a magic wand or invents numbers 🙂

Greeting, JB

Helefant
1 year ago
Reply to  privet56

That’s it!

zetra
1 year ago
Reply to  JamesBaxter

The “Kalte Progression” comes into play, from inflation compensation?

Kwalliteht
1 year ago

It’s normal for tax class 3 and 5. 4 and 4 are less common.

Mungukun
1 year ago
Reply to  privet56

because at the end of the year I pay as much tax as at 4/4?

Right.

I don’t understand the meaning of 3/5…

He has no sense from a tax perspective

The advantage of the tax class 3 is only if the main earner becomes sick or unemployed or when the parent is in social benefits. These earnings are calculated according to the net wage. This is the only place where the higher net wage will bring you more.

Kwalliteht
1 year ago
Reply to  privet56

By sharing, you only get an advantage on the monthly net, but you always have to pay for it.

JayCeD
1 year ago

The wage tax aid association costs approx. 250€ a year, and then a tax advisor summarizes the statement. It depends on how good you are yourself.

About 1000€ are quite a lot. We’re glad to get the 250€ for the tax club out.

Kwalliteht
1 year ago
Reply to  JayCeD

Well, we chose 4 and 4. For 2022 there are more than € 1000 back.

You are in advantage, you have had over the year 1000 more than correct after tax, but now you have to pay without interest. With a good investment, this may bring 100 € for you.

We had more than EUR 1000 less the year than after tax correct, now we get it right without interest. Money we couldn’t make, so no investment gains could get for it.

Mungukun
1 year ago

Is a repayment at this level normal for normal earners?

With tax class 3/5 yes.

I expected that I would not have to pay any further taxes in this situation at the end of the year,

Then you shouldn’t have chosen tax class 3/5. As a rule of thumb, the greater the difference in wages, the higher the repayment is.

In the end, the tax class has no effect on the tax to be fixed. After the tax decision, tax class 4/4 and tax class 3/5 paid the same taxes.

The tax class only determines the deduction of wages in the form of advance payment to income tax.

Simple example: After the tax decision, a fixed tax of € 4,000 is payable.

If, for tax class 3/5, only € 2,500 is retained, you will pay € 1,500.

Would I get more taxes back with a tax advisor than the tax advisor would cost?

No. He can’t change the fact that your tax-class selection simply dismantled too little wage tax.

If a total of € 5,000 was retained for tax class 4/4, you will get a refund of € 1,000.

On the bottom, however, after the tax decision, both € 4,000 paid.