Vom Steuervorteil profitieren: Aktivrente: Neuen Steuervorauszahlungsbescheid beantragen

The Activated Pension (Aktivrente) allows individuals to earn up to 2,000 euros per month tax-free after reaching the retirement age and continuing to work. However, the federal association of payroll tax assistance, BVL, advises that taxpayers should apply for a new income tax advance payment order if they have already been working while receiving pension payments.

This is because the tax authorities do not automatically update the advance payment order when someone falls into the Activated Pension system. Instead, the order remains unchanged until a new one is issued, typically with the next tax return. Additionally, if the activated pension has not been considered in the advance payments made since the beginning of the year, taxpayers may pay too much to the tax authorities.

While these amounts are not lost and will be refunded during the final processing of the 2026 income tax return in 2027, applying for a new income tax advance payment order allows taxpayers to receive the money sooner through quarterly payments.