Vorabpauschale check (ETF pre-tax)

Overview

Use this if you hold accumulating ETFs or similar funds. Vorabpauschale may tax imputed gains annually—check your account statements by 31 January.

Timing to be aware of

Annually

Reference only — your timing may differ. Confirm with the relevant office.

Key date to check

Investment / asset status

Common questions

Questions people often look up at this stage. Answers are general — confirm with the relevant office or a qualified professional.

• I need a bank account to sign my rental lease, but I can't get an Anmeldung without a lease—how do I break this loop?
• I've tried the video call verification five times, but the agent keeps hanging up saying my passport is "not supported."
• I want to make sure my rent is paid on the 1st of every month without me doing it manually; what is this called?
• I just arrived; why do I have two different tax numbers and which one do I give my boss?
• What is ELSTER and do I really have to use it for my taxes?

Related events

• Income tax return deadline (self-filing)
  Critical
  7 months after tax year end
• Income tax return deadline (with tax advisor)
  High
  14 months after tax year end
• Apply for filing extension
  High
  1 day before 7 months after tax year end
• Review Freistellungsauftrag allowance
  High
  Annually
• Check foreign accounts and asset reporting (Anlage AUS)
  High
  7 months after tax year end