Tax return, student and married, 1 child?
Hello dear people,
Since I haven't yet gotten to grips with the issue of tax returns, I need your help. As I wrote above, I'm currently studying, or rather, I'm working on my bachelor's degree. I'm married and have a two-year-old child. In addition to my full-time studies, I'm working as a student employee at a company. It's likely that I'll exceed the tax-free allowance by €2,000-3,000 that year. I've never filed a tax return before, as I was told at the beginning of my studies that it wasn't possible with a bachelor's degree.
Now I met a colleague who was surprised that I hadn't filed a tax return.
Therefore, my questions are:
1. Is it feasible to file a tax return in my case? If so, do I have to file it with my wife, or can I file it separately?
2. What's the difference between Elster and an app I've seen people use several times? What would you recommend, especially for my case?
3. What else do I need to consider if I were to file a tax return now?
4. Is it now possible to file a tax return retroactively for the last four years? For example, the app Taxfix says it's possible, but is that even true?
5. What can I deduct on my tax return besides college expenses? In other words, in connection with the fact that I have a child and am married.
Thanks in advance for the detailed answers.
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If you pay income tax, the surprise is justified
In principle, an explanation is always possible. Whether it always makes sense is another question.
If you pay income tax: yes
If you do not pay this: possibly due to a possible loss carryforward
This is generally not required; if you file an individual tax return and your wife has income, she will most likely be asked to do so as well.
In general, it would probably be quite smart to make a joint statement.
Elster.de is the official interface of the tax authorities and costs you nothing.
The apps are chargeable, but if you really have no idea what to do, these apps are usually the better choice (or better yet, go straight to LoHi or StB).
Without knowing your entire shaving situation, it's difficult to give advice.
If you are not required to submit your returns, you can still submit them for 2018 until the end of this year.
The basic obligation to submit a tax return in accordance with Section 46 of the Income Tax Act is as follows
If one of these points applies, you have 7 years until a decision has to be made, but this usually also has other unpleasant consequences (late payment surcharges).
Yes, it is.
Advertising expenses :
Business expenses are expenses you incur to maintain, earn, or secure your income. Typical business expenses include work equipment (typical work clothing, writing materials, etc.) and training costs, as well as commuting (which is calculated using the so-called travel allowance), or work away from home (over 8 hours away from your primary place of work AND your home).
In general, you can say that all expenses you incur for your job are considered business expenses. However, if in doubt, you must credibly demonstrate that they are deductible.
Special editions :
extraordinary burdens:
This is where things get a bit tricky, because the Income Tax Act defines extraordinary burdens as follows:
"Expenses inevitably arise for the taxpayer if he cannot avoid them for legal, factual or moral reasons."
Anyone who is forced to pay for special circumstances for legal, factual, or moral reasons can deduct the costs from their taxes as extraordinary expenses. There is no universally applicable list for all extraordinary expenses; it essentially always depends on the individual case.
Here are a few "classic" examples
Tax reductions according to §35a EStG:
There are ways to claim 20% of your wage costs as a tax deduction. It's important that you perform the household chores yourself.
1. Everyone can make a tax return. Even people without income (as is often the case with students). But if you don't pay taxes, you can't get a refund.
However, it is still possible to deduct various taxes. And so, from a tax point of view, it reaches a negative income. In the next statement, the so-called loss proposal can be put down again, which can save us sometime when you have income. So in any case interesting for students.
You can give everyone a separate or a common one if you have both tax class 4. If you have chosen 4 with a factor or 3/5, you are bound to surrender anyway. At 3/5, however, this applies only if the person in SK 5 has received arbrit pay.
Two. I've always been using ELSTER so far and can't say anything about other software. I know, however, that there are comparative reports on the net. Just research. Some software, however, gives tips on where to get a bit more out, don't do ELSTER. Then I did research myself.
3. Nothing special. Best don't forget what you could drop 😉. In the case of voluntary levies, this goes back to 4 years. As a student even 7 years, I don't know how this is when you work by the way.
4. Jopp, see 3. Can all finish and then send directly.
Five. In terms of marriage and child, I don't remember. Essentially, there are always advertising costs (even as a student, this could also be specialist books or a work notebook) and precautions such as retirement provision, accident insurance, liability insurance. Then wage costs for household services (including, for example, house master costs from the supplementary cost accounting for rent). It is also taxed on capital income, although it has not yet been exhausted.
Then there are different things. You can just research "Tipp's tax return". The rest of you fall in when you click through the forms.