I have a modest investment in a US stock, purchased recently for purposes other than investment although I hope not to lose money on it. I am likely to sell the shares in a year or two. I think the broker(Revolut) will, I presume, withhold 15% or 30% tax. If the shares show a gain, it will be well below my annual threshold of €1,270. How would I get the withheld tax back or is it lost?
Information about Form W-8 BEN, Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities), including recent updates, related forms and instructions on how to file. Submit Form W-8 BEN when requested by the withholding agent or payer.