Factor A for your tax return

Factor A (for your tax return)

Did you receive more than one Pension Statement? In that case you can add up the amounts 'Factor A' on those Pension Statements. Do you wish to calculate your options to subtract your retirement income arrangements for your tax return? Please contact the tax authorities (Belastingdienst.nl). Or consult a financial advisor.

New in the Pension Statement 2021
As of 2021, you will see the net contribution paid for the calculation of your annual margin on the Pension Statement. We use the data we received from your employer. The annual margin is the amount that the government allows you to use to accrue extra pension in a tax-friendly manner. Are you accruing less pension than is allowed by the government? Then you have annual room. Do you want to calculate your annual margin? Then use the Tool for Annuity Premium ('Hulpmiddel Lijfrentepremie') on Belastingdienst.nl. Or ask a financial advisor to help you.