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What does the withholding tax refund cost you?
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@DividendenMax which is free of charge. Simply apply online. Super simple
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@DividendenMax above all, you can collect it nicely for 3 years and then refund it in one so that the "effort" is worthwhile. That's why I always don't understand the talk about withholding tax.
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Cool, thanks!
And I then submit the form to my broker?
@DividendenMax I get a voucher from the bank. It should now also work with the dividend voucher. There is a portal for withholding tax refunds. You register there, enter some information and the complete application is then made available for you to download. Part of it is the certificate of residence. You have this stamped by the tax office. Once this is done, you send it to Bern with the application. They finalize your application and pay out the money. All in all, it takes about 4 weeks.
Comdirect simply charges fees for the voucher...unfortunately I have to live with that. But the refund is only worthwhile from a certain amount/costs/effort. That's why I always collect 3years
@Charlyfirpo I have heard that it now works with dividend accounting. Maybe give it a try.
@Transporter With Comdirect?
@Charlyfirpo No for the withholding tax refund application