Filing expenses later in tax return

[zeeshan]

Hi,

I filed my income tax return as I do every year using ELSTER and it was fine. I received the assessment asking me to pay the remaining amount and when I wanted to transfer the amount, I realized that I failed to claim my legal insurance for work related purposes. Is it possible to do it now or the ship has sailed already? If I can still claim it how do I do it?

[PandaMunich]

You write an Einspruch that has to reach your Finanzamt within 1 month and 3 days of the date written on the Bescheid (= assessment) and in it, you also mention that you forgot your work-related legal insurance and how much it was and ask them to consider ot additionally:

• Betrifft: Einspruch gegen ESt-Bescheid 2024 vom <fill in the date written on the Bescheid>
  Steuernummer: fill in your Steuernummer, it's written on the Bescheid
  
  Sehr geehrte Damen und Herren,
  
  hiermit erhebe ich Einspruch gegen den Einkommensteuer-Bescheid 2024 vom <fill in the date written on the Bescheid> and beantrage die zusätzliche Berücksichtigung der Rechtsschutzversicherung für meine Beschäftigung in Höhe von <fill in amount in € that you paid for the insurance>, die ich in der Steuererklärung vergessen hatte anzugeben.
  
  Mit freundlichen Grüßen

You can send the Einspruch by ELSTER, e-mail (google the nane of your local Finanzamt and the word e-mail, that will work for everywhere but in Baden-Württemberg where theydo not accept Einsprüche from normal e-mail, or by letter.

[zeeshan]

Thank you PandaMunich. You are and have been a life saver.

One more question, what will happen after that? Do I still have to refile the taxes or something or that will be the end of it and I'll receive the follow up assessment?

[PandaMunich]

One more question, what will happen after that? Do I still have to refile the taxes or something or that will be the end of it and I'll receive the follow up assessment?

The latter, you will just get a new Bescheid.

[zeeshan]

One more question. I'm in ELSTER to file the Einspruch and after adding my details, the next screen is asking for the following details and I have no idea what to fill in.

[PandaMunich]

Name: Einkommensteuer-Festsetzung
Jahr: 2024 (if this is about the 2024 tax return)
Datum des Verwaltungsaktes: date written on the Bescheid that you received
Aussetzung der Vollziehung: keine Beantragung der Aussetzung der Vollziehung

[zeeshan]

Vielen vielen Dank!