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FiscalPlace

Country file · IT

Potential · high

Italy: recover the withholding tax on your dividends

Every dividend paid from this country loses 26% to withholding tax at source. The tax treaty caps it at 15% for a French resident. The 11-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€2,600
Treaty withholding€1,500
FR–IT tax treaty · 15%
Over-withholding to recover€1,100

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.

26%

Statutory rate

withheld from non-residents by default

15%

Treaty rate

for a French resident

11 pts

Recoverable gap

4 years

Statute of limitations

from the payment date

Your deadline to act

4 years

48 months (4 years) from the withholding date, as a general rule: each dividend line has its own deadline.

Compute my exact deadline

The procedure in practice

Form
Form A (dividends)
Competent authority
Agenzia delle Entrate — Pescara Operations Centre
Online filing
No
Relief at source
Yes

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 12 July 2026 · Indicative amounts — every claim is verified before filing.

Specifics

What you should know about this country

  • An 11-point gap (26% withheld, 15% owed) on names most portfolios hold (ENI, Enel, Intesa, Generali…).
  • Italian processing is the slowest in the panel: multi-year waits are common — late refunds accrue statutory interest.
  • Relief at source exists in theory via the custodian but is rarely available to an individual using an online broker: the after-the-fact refund is the usual route.
  • The procedure is still paper-based, with the Pescara Operations Centre: initial file quality is decisive.

Claim documents

The documents required

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

  • Italian refund form (Form A) with the embedded residence certification, stamped by your administration
  • Evidence of the dividends and the 26% withholding (statements, tax vouchers)
  • Beneficial-ownership attestation for the dividends
  • A representation mandate

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