obsidian-vault/1 - Projects/Income Tax Return 2024.md

1.1 KiB

aliases language created summary tags areas status
English 2025-07-20 Income tax return 2024
project
Finance active

Tasks

  • find out what i needed last year
  • list what i need for this year
  • try to find the material
  • do the report
  • document in the resources area how you did it
    • link it in finance with the remark that 2025 will be different as i can maybe get some money back with my apartment

Notes

Maybe look for notes i made previously on this topic. I think it is very probable that i already made a checklist for the income tax report.

I was able to automatically import the following documents for the 2023 income tax return using Elster:

  • Riester - DekaBank Deutsche Girozentrale

  • Certificate of wages - employer

  • Capital gains with tax exemption - DekaBank Deutsche Girozentrale

  • Capital gains with tax exemption - Landesbausparkasse Hessen-Thüringen

  • Religious affiliation and master data - tax authority

Timeline

The report must bet out until 31.7.25 . Maybe take into account that you need to get some paperwork first by some company.