U.S.A.: Deadline for 2022 U.S. withholding tax reclaims
Clearstream Banking1 informs customers that it will accept customer applications for refund of tax withheld on U.S. source dividends and interests paid in 2022 until
2 January 2023 (included)
Clearstream Banking will reject any refund application received after this deadline and will direct the customer to apply for the refund directly to the U.S. Internal Revenue Service (IRS).
Customers should take note that:
- Tax refunds will be processed in the order received and only when there are sufficient funds in the Clearstream Banking internal tax account.
- Tax refund requests on U.S. taxable dividends and interests paid from 1 January to 30 September 2022 and received after 31 October 2022 are subject to an extra fee. For more information, see Announcement A18178.
How to instruct
Withholding tax reclaim applications should be sent to Clearstream Banking via Xact Web Portal or free-format message instruction in accordance with the guidelines published in Announcement A20027.
Further information
For further information, customers may contact the Clearstream Banking Tax Help Desk, Clearstream Banking Client Services or their Relationship Officer.
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1. This Announcement is published by Clearstream Banking AG (CBF), registered office at Mergenthalerallee 61, 65760 Eschborn, Germany, registered with the Commercial Register of the District Court in Frankfurt am Main, Germany, under number HRB 7500.