$EQNR is a solid dividend payer, you can't expect much from the share price, it always fluctuates around a range. I am also fully invested and let it run. Don't be disappointed if you receive less than half of the dividend. In addition to the German taxes, 25% Norwegian withholding tax will be deducted
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@Dividendenopi but fortunately these can be offset and in the tax-free amount including the Norwegian refund even 100%.
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@SAUgut77 please explain this to me in more detail, I can't quite follow you right now 🤷♀️
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•@Dividendenopi Within the tax-free allowance, you will receive a full 15% refund via the "AUS" annex + 10% from Norway = 100% refund.
Outside the FSA, you will receive 10% from Norway and can probably offset the remaining 15% against the German capital gains tax via the KAP annex.
Outside the FSA, you will receive 10% from Norway and can probably offset the remaining 15% against the German capital gains tax via the KAP annex.
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•The 10% from Norway is clear from the application and the rest via Anlage KAP. I wrote an article about this. There were also indications that an advance exemption is also possible with selected brokers. Which exemption amount do you mean and why Anlage AUS? I am not familiar with this
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•@Dividendenopi know your post and have asked a question regarding the handling within the FSA in your comments, this was then also answered by @DerSteuerberater...
...and within the FSA, line 41 in the KAP annex is not really of much use to you, because nothing is taken into account/refunded.
Had the case for 2024 with a Finnish share, among others.
Was with approx. 650€ dividends for the year within my FSA (1000€), but according to the calculation, only with Anlage KAP, no consideration/refund.
However, when I then also completed the AUS annex (foreign income) with proof of settlement of the withholding tax and the reference to the KAP annex, the amount was then taken into account without hesitation or fully refunded via the tax refund.
...and within the FSA, line 41 in the KAP annex is not really of much use to you, because nothing is taken into account/refunded.
Had the case for 2024 with a Finnish share, among others.
Was with approx. 650€ dividends for the year within my FSA (1000€), but according to the calculation, only with Anlage KAP, no consideration/refund.
However, when I then also completed the AUS annex (foreign income) with proof of settlement of the withholding tax and the reference to the KAP annex, the amount was then taken into account without hesitation or fully refunded via the tax refund.
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So is it difficult to get the money back or what should I do when the time comes?
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@SAUgut77 now, ok, I hadn't remembered that 😇. I'll have to summarize the situation again in the second part. I already eliminate the tax-free amount at the beginning of January with my bond coupons, also because of the US dividends, before any foreign withholding tax is due. Thanks for bringing this up again. 👍
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@Yasin21 No, it's not difficult...
For all dividends within your FSA (1000€ single/2000€ married), you must complete the "AUS" annex in addition to the "KAP" annex. There you then enter each individual foreign dividend (e.g. as here Norway) and upload the respective statement as a PDF and you will receive your 15% refund.
You can then have the remaining 10% reimbursed relatively easily from Norway and the 25% deduction will be fully reimbursed 😉
For all dividends within your FSA (1000€ single/2000€ married), you must complete the "AUS" annex in addition to the "KAP" annex. There you then enter each individual foreign dividend (e.g. as here Norway) and upload the respective statement as a PDF and you will receive your 15% refund.
You can then have the remaining 10% reimbursed relatively easily from Norway and the 25% deduction will be fully reimbursed 😉
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