Change electronic income tax deduction features after the death of a spouse or partner

Your tax class will automatically be changed to tax class III from the first month following the date of death of your spouse or civil partner (hereinafter referred to as "partner"). In the following year, you will also remain in tax class III.
However, you will not be transferred to tax class III if you were permanently separated at the time of death. From the beginning of the second calendar year after the death of your partner, you will be placed in tax class I.

Instead of tax class I, you may be eligible for the more favorable tax class II if you are entitled to the relief amount for single parents. You can apply for classification in tax class II at your local tax office.

Requirements

You and your deceased partner were not living apart permanently at the time of death.

What documents do I need?

• You do not need to submit any documents.