Last updated 2026-06-27

🇦🇹

Beilage E 1kv — Foreign Capital Income / Tax Credit (Austria)

Tax Credit
Worksheet / transcription aid

Beilage E 1kv — Foreign Capital Income / Tax Credit (Austria) is the Austria route for claiming a foreign tax credit above your treaty rate. It is filed via FinanzOnline — Beilage E 1kv (foreign capital income KZ 863, creditable foreign tax KZ 998), issued by the Bundesministerium für Finanzen (BMF) / FinanzOnline. The deadline is Antragsveranlagung within the assessment window (commonly up to 5 years). You will need a certificate of tax residence and your dividend vouchers.

Issuing authority
Bundesministerium für Finanzen (BMF) / FinanzOnline
Deadline
Antragsveranlagung within the assessment window (commonly up to 5 years)
Where to file
FinanzOnline — Beilage E 1kv (foreign capital income KZ 863, creditable foreign tax KZ 998)
Type
Credit (on your home return)

What is Beilage E 1kv — Foreign Capital Income / Tax Credit (Austria)?

Beilage E 1kv — Foreign Capital Income / Tax Credit (Austria) is used to claim a Austria foreign tax credit. Austria caps the creditable foreign dividend WHT at 15% of the dividend; reclaim any excess from the source country. Austria withholds 27.5% on dividends paid to non-residents; treaty-country investors can recover the excess above their treaty rate. See the full Austria withholding tax guide.

How to file Beilage E 1kv — Foreign Capital Income / Tax Credit (Austria)

  1. 1

    Confirm your eligibility

    Use Beilage E 1kv — Foreign Capital Income / Tax Credit (Austria) if you received Austria income that was withheld above the rate due under your tax treaty.

  2. 2

    Gather your documents

    Obtain a certificate of tax residence from your home country and your dividend vouchers showing the gross amount and tax withheld.

  3. 3

    Complete Beilage E 1kv — Foreign Capital Income / Tax Credit (Austria)

    Fill in the form with your income and tax-withheld figures. Tax Reclaim can pre-fill it from your dividend data.

  4. 4

    Submit before the deadline

    File via FinanzOnline — Beilage E 1kv (foreign capital income KZ 863, creditable foreign tax KZ 998). Deadline: Antragsveranlagung within the assessment window (commonly up to 5 years).

Frequently asked questions

Is Beilage E 1kv — Foreign Capital Income / Tax Credit (Austria) an official form I can file directly?

It reconstructs the official statutory form. The Bundesministerium für Finanzen (BMF) / FinanzOnline accepts e-filing or its own form, so use this as a transcription aid: file via FinanzOnline — Beilage E 1kv (foreign capital income KZ 863, creditable foreign tax KZ 998).

What is the deadline for Beilage E 1kv — Foreign Capital Income / Tax Credit (Austria)?

Antragsveranlagung within the assessment window (commonly up to 5 years). Missing the deadline means the over-withheld tax is permanently lost.

Do I need a certificate of tax residence?

Yes. The Bundesministerium für Finanzen (BMF) / FinanzOnline requires a certificate of tax residence from your home country to grant the reduced treaty rate.

Anything important to watch out for with Beilage E 1kv — Foreign Capital Income / Tax Credit (Austria)?

Austria caps the creditable foreign dividend WHT at 15% of the dividend; reclaim any excess from the source country.

Generate Beilage E 1kv — Foreign Capital Income / Tax Credit (Austria) pre-filled

Tax Reclaim fills Beilage E 1kv — Foreign Capital Income / Tax Credit (Austria) with your dividend data so you can file it in minutes.

Start your claim — it's free
All supported forms