Rental income

Anlage V, made simple.

If you rent out an apartment or house in Germany, your rental income is reported on Anlage V under §21 EStG. From September 2026, there is no longer an upper income limit – Lohnsteuerhilfevereine can advise you regardless of rental volume.

  • No upper limit from 09/2026
  • All property types
  • Loss carry-forward incl.

What we cover

  • Rental income: Monthly rents, ancillary cost reimbursements (Nebenkostenabrechnung).
  • Depreciation (AfA): Linear AfA at 2% (or 3% for newer buildings), correct land-vs-building split.
  • Loan interest: Mortgage interest, fees, prepayment penalties.
  • Operating costs: Property management, insurance, property tax, utilities.
  • Repairs: Distinguishing maintenance (immediately deductible) from improvements (capitalised).
  • Loss carry-forward: Negative rental income offset against other income or carried forward.

Special situations

  • Newly acquired property: which costs are deductible upfront?
  • Rent below market: 50% / 66% rules and partial deduction of costs.
  • Holiday lets and short-term rentals (Ferienwohnung).
  • Refurbishment within 3 years of purchase (anschaffungsnahe Herstellungskosten).
  • Sale within 10 years (Spekulationsfrist, §23 EStG).

Frequently asked questions

Is my rental volume too high for lexo.tax?

From 09/2026 there is no upper limit on rental income for Lohnsteuerhilfevereine. We can advise you regardless of size.

Can I claim a loss from a vacant property?

Yes – as long as you can demonstrate ongoing intent to rent (Vermietungsabsicht).

Do I need separate annexes per property?

Each property has its own Anlage V; we prepare and file all of them together.

Talk to a real advisor.

Free first call, 30 minutes, no obligation. Consultations are primarily in German; English is available on request.

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