hTTi

Hello, folks,

I've lived in Germany for 5 years (currently in Brazil) and have the following issues:

• 1. Late taxes for 2023/24, which I still need to submit;

• 2. Investments in Germany that I don't know what to do with, tax-wise, as a non-resident. It's not a large sum at all, but if possible I would like to keep them there in the decades to come and of course pay my due taxes - I'm just unsure where, when and how.

Do I need a tax advisor (which I hear is expensive) or would another type of professional be able to help me? If so, does anyone have any recommendations? If they are knowledgeable on double taxation affairs between Germany and Brazil, all the better. Thank you all!

eevee_tee wrote: ↑Wed Jan 22, 2025 4:34 pm I've lived in Germany for 5 years (currently in Brazil) and have the following issues:

• 1. Late taxes for 2023/24, which I still need to submit;

• 2. Investments in Germany that I don't know what to do with, tax-wise, as a non-resident. It's not a large sum at all, but if possible I would like to keep them there in the decades to come and of course pay my due taxes - I'm just unsure where, when and how.

Do I need a tax advisor (which I hear is expensive) or would another type of professional be able to help me? If so, does anyone have any recommendations? If they are knowledgeable on double taxation affairs between Germany and Brazil, all the better. Thank you all!

If you did not have self-employed income, then you could join a Lohnsteuerhilfeverein, which is cheaper than a Steuerberater.

There hasn't been a double taxation agreement between Germany and Brazil since 2006: https://www.bundesfinanzministerium.de/ ... n-DBA.html
--> to see what income you have to tax in Germany, you have to look into German national income tax law, into § 49 EStG "Income with limited tax liability": https://www.gesetze-im-internet.de/estg/__49.html

What kind of investments?
If it is German stocks (Aktien) held in a German bank/broker, then the bank deducts income tax at the source from the dividends, in accordance with § 49 (1) Nr. 5 a) EStG.
No other capital income (interest income, investment fund distributions, and so on) is mentioned in § 49 EStG, i.e. you do not have to tax that in Germany after having moved away, you only have to tax the dividends of German stocks.