u/LongjumpingAd4283

Hi all,

I’m a Dutch tax resident using an Interactive Brokers account based in Ireland, and I’ve run into an issue with Irish withholding tax (DIRT) on interest.

From what I understand:

  • I need to use Form IC5 to reclaim DIRT already paid
  • I need to submit Form 8-3-6 to prevent future withholding (treaty relief)
  • Both forms seem to require certification/signature from the Dutch tax authorities (Belastingdienst)

However, I’m reading mixed things online and hitting a wall:

  • Belastingdienst seems to not want to sign foreign tax forms
  • Some sources say you need a “woonplaatsverklaring” (certificate of tax residence) instead
  • It’s unclear whether Irish Revenue accepts that in place of signatures on these forms

Questions:

  1. Has anyone here (NL resident) successfully:
    • reclaimed Irish DIRT using IC5?
    • submitted Form 8-3-6 for treaty relief?
  2. Did Belastingdienst actually sign/stamp the forms for you, or did you:
    • attach a separate woonplaatsverklaring?
  3. If you used a residence certificate instead:
    • was it accepted by Irish Revenue without issues?
    • did you need to resubmit or clarify anything?
  4. Any tips on the exact process with Belastingdienst? (email, wording, specific department, etc.)
  5. Bonus: did anyone manage to fix this at IBKR level so DIRT isn’t withheld going forward?

Would really appreciate hearing from someone who’s actually gone through this

reddit.com
u/LongjumpingAd4283 — 11 days ago

Hi all,

I’m a Dutch tax resident using an Interactive Brokers account based in Ireland, and I’ve run into an issue with Irish withholding tax (DIRT) on interest.

From what I understand:

  • I need to use Form IC5 to reclaim DIRT already paid
  • I need to submit Form 8-3-6 to prevent future withholding (treaty relief)
  • Both forms seem to require signature from the Dutch tax authorities (Belastingdienst)

Questions:

  1. Has anyone here (NL resident) successfully:
    • reclaimed Irish DIRT using IC5?
    • submitted Form 8-3-6 for treaty relief?
  2. Did Belastingdienst actually sign/stamp the forms for you, or did you:
    • attach a separate woonplaatsverklaring?
  3. If you used a residence certificate instead:
    • was it accepted by Irish Revenue without issues?
    • did you need to resubmit or clarify anything?
  4. Any tips on the exact process with Belastingdienst? (email, wording, specific department, etc.)
  5. Bonus: did anyone manage to fix this at IBKR level so DIRT isn’t withheld going forward?

Would really appreciate hearing from someone who’s actually gone through this

reddit.com
u/LongjumpingAd4283 — 11 days ago