How do I request a dividend tax voucher for Austrian, Belgium, Danish, Norwegian, Swedish or Swiss stocks and tax voucher for Great Britain Property Income Distribution?

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.

To request a Dividend Tax Voucher:

1. Login to Client Portal
2. Select Performance & Reports menu
3. Then under Tax Reports find Dividend Tax Vouchers
4. Choose the Year and the Country (Austria, Belgium, Denmark, Great Britain, Norway, Sweden or Switzerland)
5. Click Request Dividend Tax Voucher.
6. A pop up warning message will display and after reviewing either select to Cancel the request or Continue with the request.
7. If you select Continue then the Request Dividend Tax Voucher page will display a list of Dividends with Taxes Withheld that you received with a check box.
8. Check the box for each security you require a tax voucher and click Continue.
9. Finally the Confirmation page requires that you agree to the fee charged for generating the Dividend Tax Voucher. Check the box and click Continue to submit the request.

The request will take up to 14 business days to generate the report and a PDF file will be provided on the Request Dividend Tax Voucher page. You can review the Request Dividend Tax Voucher page for the progress of your request and download the Vouchers once prepared.

Note

• Terms of Service - no fee for request submitted via Client Portal
• Tax Vouchers requests for dividend payments for the current year are not offered. Tax Vouchers can be requested at the earliest after mid February the following year. 
• Only Tax Voucher requests made via the Client Portal will be processed. Any ticket requests  submitted to client services for Tax Vouchers are not accepted.
• If you select a year that you did not receive a dividend with tax withheld then the message "You do not have any dividends with tax withheld for the selected year and country. Please try again." will display with the option to click the back button.
• Your local tax authority may accept an activity statements to verify your tax reclaim. We recommend you try with one of our statements before requesting a tax voucher.