Save taxes after the separation: How to use the splitting advantage!

Save taxes after the separation: How to use the splitting advantage!

When separating spouses, in addition to emotional, economic challenges are also in the room. In particular, the tax -advantageous spouse splitting usually ends with the separation. From this point on, the partners are treated tax -like, which can lead to noticeable financial disadvantages. But there are regulations that enable ex-pairs to benefit from this tax advantage even during the separation year. Weser-Kurier reports that an attempt at reconciliation can even extend the tax advantage.

An important element is that the couple may live together again. A tax -relevant attempt at reconciliation is given if the partners are back together for at least a month. If this attempt is made before the twelve -month separation period runs, the official date of the final separation can be postponed. An advantage that does not play a role for the tax office is that the success of the attempt to reconcile is not financially relevant.

tax benefits and deadlines

like lohi , the tax advantage of spouse splitting is lost at the latest from the following year. It is not expected at twelve months from the separation, but the calendar year ends the advantage. A couple who separates at the beginning of the year can submit a joint income tax return by the end of the calendar year.

This is particularly advantageous for couples with large income differences that can benefit from the joint assessment. Significant tax savings from several hundred to over a thousand euros can be achieved through tax classes III and V. For spouses willing to reconcile, it is advisable to move together before the end of the year in order to secure the splitting advantage for the coming year.

practical tips for tax regulation

In the event of a new separation in the new year, the tax advantage is retained, and no minimum time is required for living together. However, the tax office must be taught the credibility of the attempted reconciliation. It is recommended to submit the form "to resume the marital community" to the tax office before the end of the year. Proof of reconciliation can also be provided by re -registration of the main residence.

like Finanztip , married couples can benefit from the joint assessment, especially with large income differences. The maximum tax advantage can be over 10,000 euros with a high income and a large difference in income. In order to determine the best possible tax Situation, the option of the individual assessment should also be considered, which can also offer advantages in certain cases.