How many years back can I get a tax voucher?

Your tax form has either expired or the information was not correct and as a result there was back up withholding tax.  Once you update or correct your tax form and if it is done in the same calendar year then IBKR can refund the tax directly to your account…

A client who has received dividends from Austrian, Belgium, Danish, Norwegian, Swedish, Swiss or on Great Britain Property Income Distribution stocks may require a Dividend Tax Voucher when filing their annual tax forms to verify their tax reclaim. IBKR will provide the Dividend Tax Voucher and the tax voucher can be used as proof that taxes were withheld at the source…

A client who has received dividends from German stocks may require a German Dividend Tax Voucher when filing their annual tax forms to verify their tax reclaim. IBKR will provide the Dividend Tax Voucher (ESB - Einzelsteuerbescheinigung) at a per dividend cost and the Dividend Tax Voucher can be used as proof that taxes were withheld at the source…

For US residents the French Withholding Tax is 30%.

Additional Information…