Get Zs Rd1

The Zs Rd1 form is essential for individuals and organizations seeking to apply for a refund of capital gains tax in relation to dividends. This guide will provide step-by-step instructions to help you fill out the form accurately and efficiently online.

Follow the steps to complete your Zs Rd1 form online.

1. Click the ‘Get Form’ button to access the Zs Rd1 form and open it in your preferred digital editor.
2. Review the general information section (A). Indicate whether the applicant owned a property in Austria at the time the dividends were received by selecting 'yes' or 'no' and providing the address if applicable.
3. Specify if this address is the main residence by answering the corresponding question.
4. Answer whether the dividends mentioned in the previous section are associated with a business establishment or an Austrian partnership where the applicant is involved.
5. Indicate if the applicant was entitled to the shares from which the dividends originated at the time of receipt and confirm if the earnings were collected for their own account.
6. Determine if the refund request concerns dividends from a publicly listed company. If yes, prepare to submit supporting documents that show the custody of shares before the ex-dividend date.
7. Indicate if there were any sales, leases, or retirements of the relevant shares in the dividend payout year.
8. Confirm if the applicant received shares based on any contracts or agreements that require future sale or transfer of these shares.
9. If claiming a refund under specific legal provisions, attach evidence showing that the withheld capital gains tax cannot be credited in the applicant's residence country.
10. For foreign pension funds submitting an initial refund request, include documentation proving regulatory compliance with applicable EU directives.
11. Proceed to fill in the special information regarding legal entities, including whether a business activity beyond asset management is conducted.
12. If applicable, confirm whether the applying entity employs its own workers and owns operational premises.
13. Finalize the specific claims for repayment, including detailed calculations in euros for the refund amount and relevant dividend dates.
14. In the declaration section, affirm the accuracy of your information by signing, dating, and providing your location.

Complete your Zs Rd1 form online to ensure an efficient application process for your capital gains tax refund.