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Taxing a severance payment: the one-fifth rule eases the tax

You get a severance payment, but how much is left after tax? The good news: no social contributions are due on severance payments, and a special tax rule (the one-fifth rule) can significantly reduce the tax burden.

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Clarify the question

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A severance payment is indeed subject to wage tax, but as a rule free of social insurance; so no health, pension and unemployment insurance contributions are due.
As compensation for the loss of the job, the severance payment can be taxed at a reduced rate via the so-called one-fifth rule (§ 34 EStG). The tax is calculated as if the severance payment were spread over five years, which eases the progression jump. You generally assert this benefit via the tax return.

What you should do now

  1. 1

    1. Classify the tax liability

    The severance payment is taxable but free of social contributions; that increases the net amount.

  2. 2

    2. Check the one-fifth rule

    If there is compensation for the loss of the job, reduced-rate taxation comes into consideration.

  3. 3

    3. In the tax return

    Assert the one-fifth rule in the income tax return (Schedule N).

  4. 4

    4. Time the payout

    The timing of the payout can play a role for tax purposes; get advice if applicable.

Frequently asked questions

Do I have to pay social contributions on my severance payment?

As a rule not. A severance payment for the loss of the job is free of social insurance; so no contributions to health, pension, long-term care and unemployment insurance are due. Wage tax, by contrast, does apply; but here the one-fifth rule can ease the burden.

What does the one-fifth rule achieve?

It eases the tax on the severance payment: the income tax is calculated as if the severance payment were spread over five years. This makes the jump into a higher tax rate (progression) smaller. You generally assert the one-fifth rule via your income tax return; it is worth keeping this in view.

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General information for self-help, not legal advice (RDG). In case of a high loss or uncertainty: contact a consumer advice center or a lawyer.