Help with the tax-filing issue : eupersonalfinance


need some advice on tax filing, please. I did tax filing for 2018 and 2019 last month. Afterward, I received an assessment letter from finanzamt.

What’s the issue? I am enrolled in the employer stock plan at the place where I work. I did not submit the annual tax document from the employer stock plan while filing tax for 2018 and 2019 because there was no selling of stocks done from my side (no capital gain materialized). The thing is I recently found out that there is capital gains tax on dividend distribution and I have paid tax on it without considering tax exemption of 801 EUR.

I was too stupid and naive to think that there is no tax because there was no sale. I forgot to consider the dividend tax.

what can I do now to get the money back? I am supposed to get back a few hundred EUR but the tax assessment letter has already been sent by finanzamt for 2018 and 2019.

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