Box 3 Refund Claim Helper
Check, year by year from 2017, whether your actual return on savings and investments was lower than the notional Box 3 return, and how much you could get back by filing an Opgaaf werkelijk rendement.
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Inputs 2022
Result
Refund per year
| Tax year | Box 3 tax on the notional return | Your actual return | Box 3 tax on your actual return | Possible refund |
|---|---|---|---|---|
| 2022 | € 508estimate | € -7.080 | € 0 | € 508 |
The actual return has no tax-free allowance, so a refund only appears when your actual return is clearly below the notional one.
- 2021–2024: with the Opgaaf werkelijk rendement form in Mijn Belastingdienst, if you filed a return or received a final assessment for that year. Your deadline is in the Belastingdienst's letter.
Your claim pack
Everything you need to file, per year with a possible refund.
2022 · € 508
How to claim
Opgaaf werkelijk rendement form in Mijn Belastingdienst, one per year. Possible if you filed a return for that year or received a final assessment. Your deadline is in the Belastingdienst's letter.
Your figures
Keep these documents
- Year-end statements from every bank and savings account (1 January and 31 December)
- Annual statements from your broker or pension app: values, dividends, buys and sells
- Crypto: exchange statements with values on 1 January and 31 December
- Property: WOZ decisions or a valuation, rental contract and income
- Loans: statements with the balance and interest paid
Objection letter (in Dutch)
For a year where the assessment, or the decision on your form, did not use your actual return. Send it within 6 weeks of the date on that letter, via Mijn Belastingdienst or by post to the address on the assessment.
In short: I object to the assessment / decision for 2022. Box 3 was taxed on the notional return; my actual return was € -7.080. Please set Box 3 income at the actual return under the Wet tegenbewijsregeling box 3 and reduce the tax by about € 508. The figures and statements are attached.
2022: deemed versus actual return€ 508
Total refund€ 508
Estimate only. Notional percentages, allowances and rates per year are the Belastingdienst's published figures; enter the Box 3 tax from your own assessment for the most exact result. The Belastingdienst decides the final amount and may ask for proof of every figure.