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Filing expenses later in tax return

Posted: Thu Jun 05, 2025 7:47 pm
by 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?

Re: Filing expenses later in tax return

Posted: Thu Jun 05, 2025 8:10 pm
by 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.

Re: Filing expenses later in tax return

Posted: Sat Jun 07, 2025 3:45 pm
by 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?

Re: Filing expenses later in tax return

Posted: Sat Jun 07, 2025 3:52 pm
by PandaMunich
zeeshan wrote: Sat Jun 07, 2025 3:45 pm 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.

Re: Filing expenses later in tax return

Posted: Sat Jun 07, 2025 9:39 pm
by 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.
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Re: Filing expenses later in tax return

Posted: Sun Jun 08, 2025 8:45 pm
by 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

Re: Filing expenses later in tax return

Posted: Sun Jun 08, 2025 8:56 pm
by zeeshan
Vielen vielen Dank!