hTTi

Hi

In case of finding a mistake in reporting the gain/loss (stock, crypto, ...) in a tax declaration after receiving the tax assessment (Steuerbescheid), is there any chance to submit the correction?

If yes, should that be done before the appeal (Einspruch) deadline which is ~one month after the reception of the assessment?
Or should it be considered in the tax declaration of the year after?
Or doesn't it have a specific deadline?

Thanks in advance for your help.

You should correct it immediately.
If the correction is in your favour, it can only be done if it reaches the Finanzamt within 1 month and 3 days of the date written on the Bescheid.
The Finanzamt will then issue a new Bescheid.

It is actually in my favor. Do you know what the process is?
I should write them about the issue and will ask me to submit/fill out the tax declaration form once again?

apfel wrote: ↑Thu May 30, 2024 2:01 pm It is actually in my favor. Do you know what the process is?
I should write them about the issue and will ask me to submit/fill out the tax declaration form once again?

Google the "name of your Finanzamt" and "e-mail" to find out your Finanzamt's e-mail address (this will only work if you do not live in Baden-Wuerttemberg, the Finanzämter there do not publish their e-mail addresses, so there, you have to write a letter).

And then write an e-mail to your Finanzamt an e-mail that has as the subject "Einspruch gegen Einkommensteuer-Bescheid" and your "Steuernummer: xxx/xxx/xxxxx"
and in the text of the e-mail, write what mistake you made and what the correct amounts should have been.

You do not refile the tax return, you just tell them the change you want and they will change the entries in your tax return themselves and will issue a new Bescheid which reflects them.

Attach supporting documentation, e.g. if this is about crypto, a German tax report that obeys the German FIFO rule and which you can generate by importing all your transactions, e.g. at

• Blockpit.io: https://www.blockpit.io/
  This is the one Finanzämter prefer, since it provides a German Tax Report in German - well, Blockpit is Austrian, so they know German - which includes the tax form "Anlage SO" which is the official form, so it's easier for the Finanzamt to see where exactly they have to update the amount.
  Blockpit costs a bit, see here for their prices per year, to generate a tax report, you would need at least "Lite" at 49€ per year (for up to 50 transactions): https://www.blockpit.io/de-de/preise
  Sample German Tax Report: https://blockpit.b-cdn.net/wp-content/u ... ockpit.pdf
• CoinTracking.info, free tax report for up to 100 entries: https://cointracking.info/tax/index.php?language=en
  If you had more than that, see here for the CoinTracking pricing: https://cointracking.info/pro.php
• Koinly.io: https://koinly.io/
  Pricing for Tax Reports starts at 49 USD per year (for up to 100 transactions): https://koinly.io/pricing/