Key Post The taxation of dividends from German companies

[Brendan Burgess]

So I clicked on this link

https://www.elster.de/bportal/aktivierung/JB0

I entered the Activation ID from the Email I received
I entered the Activation Code from the letter

Now I must choose a password

Now I have to complete a personal profile - Name, address, Irish tax number, etc?

 

[Brendan Burgess]

When asked to specify country, you get various German states.

I just left them blank and it accepted it.
I didn't enter a tax number.

 

[Brendan Burgess]

So, now I seem to have registered - I presume it's the equivalent of ROS.

Now I have to figure out how I actually go about reclaiming the tax on my German dividends.

 

[Brendan Burgess]

Completely stuck.

I have tried various forms but none seems in any way relevant.

 

[Brendan Burgess]

So I am not alone in having had previous applications for refunds rejected

https://taxology-global.com/insights/germanys-dividend-withholding-tax-reclaims/

 

[Brendan Burgess]

SClass gave me this information

On the My BOP home page. Click Show all forms.
In Steuer International Section.
Click. Applications according to 50c EStG
Click. Application for reimbursement or exemption of capital gains according to section 50c or section 44a paragraph 9 of the income tax act.

(You are applying for the reimbursement.)

 

[Brendan Burgess]

OK, after you have managed to get a certificate, in future you log on here

BOP - Startseite​

www.elster.de

With your certificate which you have stored on your computer
And the password you chose

 

[Brendan Burgess]

Seems counterintuitive to click on Capital Gains

 

[Brendan Burgess]

Based on your previous information regarding the type of relief, residence and legal form, the following legal basis for the application was determined:

It is filled in automatically
Antrag auf Erstattung von deutscher Abzugsteuer auf Kapitalerträge
- Nach § 50c Abs. 3 EStG in Verbindung mit DBA

which Google translates as

Application for a refund of German withholding tax on capital gains
- According to Section 50c Paragraph 3 EStG in conjunction with DBA

(This mentions Capital Gains again.)

No idea if I have a Relief Tax number, I will proceed without it.


So I need a Certificate of REsidence - which I don't have !

No need to log out. You can get that in ROS instantly.

 

[Brendan Burgess]

Skip Authorized Representative

In filling in the Bank details you get, so I just clicked no.

 

[Brendan Burgess]

 

[Brendan Burgess]

OK, so it looks as if Capital Gain is the right area as it includes dividends. I am glad I had faith in S Class!

 

[Brendan Burgess]

Now we get to the meat of the application. I have to put in all the information relating to the share I am claiming for.

I will have to find all that information first so I will abort the application as I have other stuff to do.

 

[Okokokoknic]

I was in the same boat as you Brendan, sent my application was submitted on 11/24/2024.
I think I did similar with the Danes via the wonderfully named skat.dg - this was a much smoother process, although I can't seem to find any emails relating to it now. If I recall correctly they said it could take 18 months to process.