Review Freistellungsauftrag allowance

Overview

Use this at the start of the year if you have interest or investment income. Set your Freistellungsauftrag (EUR 1,000 single / EUR 2,000 married) at each bank.

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
• Vorabpauschale check (ETF pre-tax)
  High
  Annually
• Check foreign accounts and asset reporting (Anlage AUS)
  High
  7 months after tax year end