Tax class / assessment type / impacts / household income

2017-01-25 13:44:41

As mentioned; it is definitely possible to optimize the parental allowance yourself with a change of tax class (since it is derived from the "net"). Outside of this special case, I can only agree with my predecessors.

2017-01-25 13:47:56

...why do ... different amounts come out then...

I’m afraid you’ll have to provide the example. "As a rule," the final calculation is the same. That’s what my tax advisor recently showed me as well.

Without children, even marriage doesn’t really bring (tax) advantages if both earn about the same.

2017-01-25 13:50:31

If you get about the same amount, that may be true. But if I calculate with 25000 for person A in part-time and 60000 for person B, that already makes a difference. In that example, I think it was over 2000 per year... BTW, I googled for a tax class calculator and I think I used the first one...

2017-01-25 13:54:25

How and what exactly the tax advisor "calculates", no idea. But just a question, if I use an online tax class calculator, for example, and enter the annual salary, why do different configurations show different amounts for how much both have to pay in taxes together per year???

A note on one of the calculators: "At the end of the year, you pay income tax regardless of the choice of tax class. That means the monthly effect of choosing the tax class does not affect the annual income tax liability. In the end, you pay the same amount." You basically pay your taxes in advance. Only at the end of the year, when all income is finalized, can your exact tax burden be calculated. Then it is checked whether enough or too much has been paid. With 3/5, the likelihood of an additional payment is higher; with 4/4, you are more likely to get money back.

2017-01-25 13:56:57

A note regarding one of the calculators:
"At the end of the year, you pay income tax anyway, independent of the choice of tax class. This means that the monthly effect of choosing a tax class does not affect the annual income tax liability. In the end, you pay the same amount."
You basically pay your taxes in advance. Only at the end of the year, when all income is finalized, can your exact tax liability be calculated. Then it is checked whether enough or too much has been paid. With 3/5, the likelihood of a supplementary payment is higher; with 4/4, you are more likely to get money back.

Also here the question, why is the amount different when you state the annual income?
Otherwise, it will also depend on who can deduct what...

2017-01-25 14:01:48

Also here is the question again, why is the amount different when you enter the annual income? Otherwise, it will also depend on who can deduct what from both...

Because the calculator only considers the tax burden before the annual reconciliation. Afterwards, it is the same again. (Among other things, because both can only deduct things together and not one more and the other less.)

Tax class / assessment type / impacts / household income

Caspar2020

Deliverer

Peanuts74

ares83

Peanuts74

Deliverer