Re: How to free up over-payment in 3rd pillar pension
You should get a end of the year certificates where it is stated how much you invested in each 3a account.
Submit a copy of every statement to the tax authority, to get the tax relief.
Once they got aware you paid more than allowed they will then send you back the relevant statement to get your money back.
In your case:
There pop up some questions.
- Did you get all of the end of year statements?
- Does the summ of end of year statements show a too high ammount paid in the relevant year?
- Did you send a copies of the end of year statements to the tax authority?
If all above are true. Resubmit a copies of the end of the year statements to the tax authority to get the statement from the tax people that you indeed paid too much and are eligble for reimbursement from the bank.
PS: I assume earnings, intrests and dividends to not count toward the max ammount to be paid into a 3a account. At least this is the case with interest and a normal 3a account.
Dunkel war’s, der Mond schien helle, schneebedeckt die grüne Flur, als ein Wagen blitzesschnelle, langsam um die Ecke fuhr.
Drinnen saßen stehend Leute, schweigend ins Gespräch vertieft, als ein totgeschoss’ner Hase auf der Sandbank Schlittschuh lief.