Questionnaire for Property Purchase from the Tax Office

Hello everyone,
last autumn we notarized the purchase contract for an apartment and also received mail from the tax office regarding the real estate transfer tax quite soon. So far so good.
Now, a quarter of a year later, we receive a "questionnaire on property purchase" from the tax office in Lower Saxony, in which we are asked to state how we financed, what equity was contributed, what capital gains and other income we have. Apart from the fact that the tax office should know much of this from our tax return - what business is it of theirs how I financed it and is this normal?

Regards

This was already discussed here this year. Since I use Tapatalk, I can't link anything, but go to the search at the top right, the topic is called "Post vom Finanzamt".

Regards, Yvonne

Thank you. I searched for the subject of the letter and thus probably searched incorrectly.

Hello,

last year in mid-December we also purchased a plot of land, and now we have received a questionnaire from the tax office asking about the use of the plot. Specifically, it asks how the plot is used, i.e. whether it is rented out or owner-occupied. Additionally, there is a field asking when it was acquired or when it was sold. The letter refers to §88 of the Fiscal Code.

Do I now have to worry that this is an attempt to create a construct for a retroactive increase of the real estate transfer tax? Or is it purely about potential capital gains? In that case, they would first have to wait for the tax return to see if I declare anything.

For context: the letter came from tax office A, which is responsible for us at our current place of residence. The plot is located in B, and from the tax office responsible there we have already received and paid the real estate transfer tax assessment. We acquired the plot directly from the local municipality. However, on the same day we also signed the contract with the construction company, since the place B and the headquarters of the builder are quite far from our current home, and we didn’t want to make the trip multiple times just for the few signatures.

I assume that the questionnaire might be for the calculation of the annual property tax. However, I am happy to be proven wrong. Although we have already paid the real estate transfer tax, we have (not yet) received a questionnaire.

Don't be so suspicious all the time.... The form has nothing to do with the property acquisition or property tax. The question about renting is justified, then it is monitored whether you actually report rental income with the next declaration. In the case of owner-occupancy, if the house is in category B as described, your file can be forwarded to the other tax office or simply the address updated. And whoever claims to have financed a house for 500,000 without a loan but has reported no income in recent years, no inheritance or anything, or whose own business supposedly makes only 2,000 euros profit annually, something is not right there either. So just respond, if you haven't cheated, you won't have any problems.