Apps for tax returns have been booming for several years because they often make things easier for users than classic software. However, bringing the complicated control rules onto a small smartphone display is a challenge. Apps therefore often do not cover all tax cases, but rather focus on simpler cases.
In addition, providers tend to see younger users as their target group, so tax returns for pensioners are not at the top of the app providers’ priority list. At Tax fix For example, income from the statutory pension could only be processed, but not other types of pensions or pensions. But that has changed; the following pensions are now also possible:
- Pension from the professional pension fund
- Rürup pension
- Fixed-term and permanent pensions
- Other pensions (e.g. from pension contracts or company pension schemes)
- Private pensions
Also at tax bot Pensioners can complete their tax return; Appendix R for pension income is integrated. You can try out the app without obligation; payment is only made before you submit your tax return. The special feature of Steuerbot is that the declaration is created as part of a question-and-answer game via chat.
But here too, it is advisable to take a closer look at the range of functions, because the apps cannot yet process pensions from civil servants or pensions from abroad.
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