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Reasonable Burden Calculator 2026 — § 33 EStG Tax Deduction

Calculate your zumutbare Belastung under § 33 EStG: 1–7% of income depending on family status. Above this, medical and care costs become tax-deductible 2026.

Updated 2026 Data stays local

Reasonable Burden

1.346,60 €

Average Rate

2,69%

Tiered Calculation per §33 para. 3 EStG

Tier 1: up to 15,340 EUR

15.340,00 € x 2%

306,80 €
Tier 2: 15,340–51,130 EUR

34.660,00 € x 3%

1.039,80 €
Tier 3: over 51,130 EUR

0,00 € x 4%

0,00 €
Reasonable Burden1.346,60 €

Extraordinary expenses (e.g. medical costs) are only tax-deductible to the extent they exceed the reasonable burden.

Tiered model per BFH ruling of 19.01.2017 (VI R 75/14). Rates vary between 1% and 7% depending on marital status and number of children. Without guarantee.

Note: These calculations are for informational purposes only and do not replace professional tax or financial advice. All information without guarantee.

Frequently Asked Questions

What is the reasonable burden (zumutbare Belastung)?

The reasonable burden is the portion of extraordinary expenses you must bear yourself before they become tax-deductible. It is calculated as a percentage of your total income based on your personal situation.

How can I reduce my reasonable burden?

Having more children reduces the percentage. Also, the Federal Fiscal Court ruled that the tiered calculation must be applied, which typically results in a lower reasonable burden than the flat percentage.

What is the Reasonable Burden Calculator 2026 — § 33 EStG Tax Deduction?

This calculator computes the reasonable own burden under Section 33(3) of the Income Tax Act, which is deducted from extraordinary expenses.

How does the Reasonable Burden Calculator 2026 — § 33 EStG Tax Deduction work?

The burden is calculated in tiers: up to 15,340 euros, up to 51,130 euros and above, different percentages (1-7%) apply. The calculator uses the tiered method per the Federal Fiscal Court ruling rather than a flat percentage.

Key Data and Facts

Tiers: without children 5-7%, with children 1-4% per tier. Tiered calculation since the 2017 Federal Fiscal Court ruling. Based on total income, marital status and number of children.

Step-by-Step Guide

How to calculate die zumutbare Belastung step by step (Stufenmodell nach BFH-Urteil VI R 75/14): 1. Familienstand und Kinderzahl bestimmen: Ledige ohne Kinder zahlen die hoechsten Saetze, Verheiratete mit Kindern die niedrigsten. 2. Gesamtbetrag der Einkuenfte determine: Dies ist die Summe aller Einkuenfte vor Abzug von special expenses (Sonderausgaben). 3. Stufenweise calculate: Stufe 1 (bis 15.340 EUR): Ledige ohne Kinder 5 %, Verheiratete ohne Kinder 4 %, 1-2 Kinder 2 %, ab 3 Kinder 1 %. Stufe 2 (15.341-51.130 EUR): 6 %, 5 %, 3 %, 1 %. Stufe 3 (ueber 51.130 EUR): 7 %, 6 %, 4 %, 2 %. 4. Jede Stufe einzeln calculate und addieren. Beispiel: Lediger ohne Kinder, Einkuenfte 45.000 EUR. Stufe 1: 15.340 x 5 % = 767,00 EUR. Stufe 2: 29.660 x 6 % = 1.779,60 EUR. Zumutbare Belastung total: 2.546,60 EUR. Aussergewoehnliche Belastungen muessen diesen Betrag uebersteigen, damit sie steuerlich wirken. Vergleich alte Methode (Gesamtprozentsatz 6 %): 45.000 x 6 % = 2.700 EUR -- das Stufenmodell ist fuer den Steuerpflichtigen guenstiger.

Calculation Example

Lediger ohne Kinder, Einkuenfte 45.000 EUR. Stufe 1: 15.340 x 5 % = 767,00 EUR. Stufe 2: 29.660 x 6 % = 1.779,60 EUR. Zumutbare Belastung: 2.546,60 EUR (Stufenmodell) vs. 2.700,00 EUR (alte Methode).

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