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FiscalPlace

Country file · AT

Potential · high

Austria: recover the withholding tax on your dividends

Every dividend paid from this country loses 27.5% to withholding tax at source. The tax treaty caps it at 15% for a French resident. The 12.5-point gap is not lost money: it can be claimed back — with the right forms, within the deadline.

No win, no fee · Pricing 100% public · FR / EN

Tax withheld€2,750
Treaty withholding€1,500
FR–AT tax treaty · 15%
Over-withholding to recover€1,250

Example for €10,000 of gross dividends, French tax resident, before our success fee. Indicative amounts — every claim is verified before filing.

Technical file

The numbers that matter

Both rates, the gap, the form and the time you have left: everything that decides whether a claim is worth opening.

27.5%

Statutory rate

withheld from non-residents by default

15%

Treaty rate

for a French resident

12.5 pts

Recoverable gap

5 years

Statute of limitations

from the end of the year of payment

Your deadline to act

5 years

5 years from the end of the calendar year of withholding — one of the most comfortable deadlines in Europe.

Compute my exact deadline

The procedure in practice

Form
ZS-RD1 (online pre-filing)
Competent authority
Finanzamt für Großbetriebe (Austrian tax office)
Online filing
Yes
Relief at source
No

Relief at source prevents the over-withholding before it exists: the correct rate is applied at payment time. See the relief-at-source service

Data reviewed on 15 July 2026 · Indicative amounts — every claim is verified before filing.

Specifics

What you should know about this country

  • A 12.5-point gap (27.5% withheld, 15% owed) and 5 years to act: Austria offers a very favourable effort-to-gain ratio.
  • The procedure combines an online pre-filing and a signed paper submission: our pipeline generates both automatically.
  • Since 2018, the refund claim must be preceded by an electronic pre-notification ("DIAG") filed via the Austrian Ministry of Finance website: it cannot be submitted before 1 January of the year following payment, and the refund claim itself must be filed within 5 years after that.

Claim documents

The documents required

What we gather with you. Most of these can be requested online or produced from your brokerage statements.

  • ZS-RD1 form with electronic pre-filing
  • Stamped certificate of tax residence
  • Evidence of dividends and the 27.5% withholding

Frequently asked

Your questions about this country

How long do I have to reclaim the withholding tax on my Austria dividends?

5 years, from the end of the calendar year in which the dividend was paid. Past that point, the over-withholding is permanently lost, with no exception.

Which form do I need for Austria, and who do I file it with?

Form ZS-RD1 (online pre-filing), filed with Finanzamt für Großbetriebe (Austrian tax office). This administration accepts online filing.

Can I avoid this withholding at payment time, rather than reclaiming it afterwards?

No: for an individual, relief at source is not practically achievable on Austria, despite a 12.5-point gap. After-the-fact recovery, form by form, remains the only route, whoever your broker is.

Is it worth filing a claim for Austria?

It depends on the amount: with a 12.5-point gap here, it doesn't take much in gross dividends to clear our €39 floor fee per successful claim. Below a few hundred euros of over-withholding, recovery becomes marginal once that fee is deducted. The simulator tells you in two minutes whether your case clears that bar.

Is Austria one of the countries with the most to recover?

Austria ranks 8th out of the 19 countries covered for a French tax resident, with a 12.5-point gap between the withheld rate and the treaty rate.

How much can you recover?

Two minutes, no sign-up: the simulator applies the rates above to your real amounts and shows our fee before you commit to anything.

No win, no fee · Pricing 100% public · FR / EN