Peter Church
Joined: 12/27/2024
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Reclaiming US Dividend Withholding tax for US invested Stocks in an ISA
Hi, I have just received a dividend on some USA traded shares in a limited partnership. I am aware that they are treated differently to normal stocks.I have filled out a W8-BEN tax form and my broker has withheld 37% of the dividend as US withholding taxes. They have stated that given I am a UK citizen and have no other income in the USA, Some or all of that money should be reclaimed. From my UK Selfassessment. How does that process work? Also given that the money has been effectively ejected out of the ISA where I wanted to keep it can it be repaid into that in addition to the normal allowances?