Germany · Tax & Finance

The tax math,
before you move.

Keep a home in Germany or stay more than six months and Germany taxes your worldwide income — pensions included. The good news: the US treaty is unusually clean on Social Security, and there's no wealth tax. Here's what applies in 2026.

Last verified: 8 July 2026
The key numbers · 2026
  • Tax residency trigger: a home (Wohnsitz) in Germany, or habitual abode — in practice more than 6 months
  • Tax-free allowance (Grundfreibetrag): €12,348 single / €24,696 married
  • Rates: 14% to 42% progressive; 42% from €69,879; 45% above €277,826
  • US Social Security paid to a German resident: taxable only in Germany (treaty Art. 18(5))
  • Pensions first drawn in 2026: 84% is the taxable portion — 16% stays permanently tax-free
  • Investment income: 25% flat (Abgeltungsteuer) · No wealth tax

2026 income tax: zones, not brackets

Germany uses a continuous formula rather than stepped brackets — your marginal rate climbs smoothly from 14% to 42%. These are the 2026 zones for a single filer (double every figure for a jointly assessed married couple):

Taxable income (single)Marginal rate
Up to €12,3480% (Grundfreibetrag)
€12,349 – €69,87814% rising progressively to 42%
€69,879 – €277,82542%
Above €277,82645% ("Reichensteuer")

The solidarity surcharge (5.5% of the tax bill) now only bites above a high exemption threshold — roughly €20,350 of assessed tax for a single filer in 2026, which corresponds to well over €100,000 of income. Most retirees pay none.

Church tax is optional — and the choice happens at registration. Declare a religious affiliation when you register your address (Anmeldung) and Germany adds 8% (Bavaria, Baden-Württemberg) or 9% (everywhere else) of your income tax bill, collected for the church. Declare none and you pay none. Answer that Anmeldung form question deliberately.

How pensions and Social Security are taxed

Germany taxes pension income on a cohort system: for pensions first drawn in 2026, 84% of the pension is taxable and 16% is fixed as a permanent tax-free amount (the taxable share rises 0.5 points per start-year cohort, reaching 100% in 2058). Combined with the €12,348 allowance, a modest pension can owe little or nothing.

For Americans, the treaty answer is unusually clean: US Social Security paid to a German resident is taxable only in Germany (US–Germany treaty, Art. 18(5)) — Germany treats it like a German statutory pension, taxable-portion rules included. Everything else — IRAs, 401(k)s, Roths — is genuinely unsettled in German practice. Nobody can honestly tell you the settled answer, because there isn't one.

IRAs, Roths and 401(k)s: get advice, not blog posts. German tax treatment of US retirement accounts is unresolved — outcomes differ by Finanzamt and adviser position. A cross-border tax professional, engaged before you trigger German residency, is the only defensible move. We will not pretend otherwise.

What Americans and Canadians still owe back home

United StatesCanada
Keep filing?Yes — the US taxes citizens on worldwide income wherever they live. Foreign tax credits (German rates usually exceed US rates) or the FEIE eliminate most double tax.Generally no, once you cease Canadian tax residency — but watch departure tax on deemed disposition of assets when you leave.
TreatyUS–Germany treaty in force. Social Security: taxable only in Germany (Art. 18(5)). Private pensions and accounts: complex — get advice.Canada–Germany treaty in force. CPP/OAS have source-country rules; the precise treatment is case-specific — get cross-border advice before you move.
Social security creditsTotalization agreement since 1 December 1979 — no double contributions; US and German credits combine for benefit eligibility.Canada–Germany social security agreement in force — CPP/OAS coordinate and export.

Investments, filing, and the practical bits

In this section

Guides

Coming soon

How Germany taxes your US retirement income

Social Security (settled), IRAs and Roths (not settled) — what to ask a cross-border adviser, and when.

Coming soon

Your first German tax return

ELSTER, the Steuerberater question, deadlines, and what a retiree return actually contains.

Coming soon

The Canadian departure checklist

Departure tax, deemed disposition, and what happens to CPP, OAS and RRSPs when you become German-resident.

Sources

  1. 2026 tax parameters (Grundfreibetrag €12,348; 42% from €69,879; 45% from €277,826) — Bundesfinanzministerium, "Das ändert sich 2026": bundesfinanzministerium.de
  2. Pension taxable portion (84% for 2026 cohort) — Deutsche Rentenversicherung, press note 16 Feb 2026: deutsche-rentenversicherung.de
  3. US–Germany tax treaty, Art. 18(5) (Social Security): IRS.gov (treaty text)
  4. US–Germany totalization agreement (in force 1 Dec 1979): ssa.gov
  5. Canada–Germany social security agreement: canada.ca
  6. Income tax law (EStG) and filing — ELSTER: elster.de; law text: gesetze-im-internet.de
This page is general information, not tax advice. Cross-border taxation is personal — engage a professional licensed on both sides before acting. The 2026 solidarity-surcharge exemption threshold is stated approximately and is being re-verified.
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