Disability lump-sum allowance: save tax without itemized proof
A disability often brings additional costs. So that you do not have to prove all of them individually, there is the disability lump-sum allowance: a fixed tax allowance based on your degree of disability.
Reach your next steps and the matching ready-made texts in just a few minutes, free of charge:
Clarify the question →Your chances of getting your money back
What you should do now
- 1
1. Establish the GdB
What matters is the degree of disability established in your severe disability pass or notice.
- 2
2. Assign the lump-sum allowance
The amount of the lump-sum allowance is staggered by the GdB; the marks H/Bl/TBl increase it.
- 3
3. Enter it in the tax return
Enter the lump-sum allowance in the extraordinary burdens schedule (proof: pass/notice).
- 4
4. Check the travel-cost lump sum
With certain marks, a disability travel-cost lump sum comes into consideration in addition.
Frequently asked questions
How high is the disability lump-sum allowance?
It is staggered by the degree of disability (GdB): the higher the GdB, the higher the lump-sum allowance (§ 33b EStG). With the marks 'H', 'Bl' or 'TBl', as well as with care level 4 or 5, there is a considerably increased lump-sum allowance. You should check the current amount for your GdB for the relevant tax year.
Do I have to prove my disability-related costs individually?
No, that is the advantage of the lump-sum allowance: you receive it without itemized proof of the ongoing disability-related costs, solely on the basis of your established GdB. The severe disability pass or the assessment notice serves as proof. In addition, a disability travel-cost lump sum can be claimed.
Take action now
We put together the ready-made texts and the right places to contact for you.
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.