You will receive a letter from the Tax Authority
From July 2025, the Tax Authority can send you a letter. They do so if you had box 3 income in (at least one of the) years 2020 up until 2024. You could also receive a letter if you had box 3 income in the years 2017 up until 2019 and you filed for an appeal or applied for an ex officio reassessment. You will then be asked to complete the ‘Actual Return Statement’ form (OWR form). This allows you to request a refund of your personal income tax if your actual return was lower than the fixed return used by the Tax Authorities. In the form, the Tax Authority will also ask what return you have actually received. Want to know more about this? Then go to the site of the Tax Authority.

You cannot see how much income tax you will receive back in the OWR form. You will only be informed about this later by the Tax Authorities.

A lot of information you need is easy to find after logging in
• Gross dividend; is included in your annual statement
• Value 1 January and 31 December; is included in your annual statement
• Total value of purchases and sales; can be found at your transactions
• Name of investment fund(s); is included in your annual statement
• Account number; please see account overview or annual statement

You will find your annual statement after logging in. Go to My Data > My Documents > Correspondence. Here you will find your annual statement(s).

You can find your purchases and sales in Transactions > Transaction Summary. In the selection bar, you can select the desired period. You can also save your transactions using the special export button located at the bottom right of the table.

Any questions?
FitVermogen cannot help or advise you when completing the OWR form. You should consult a tax specialist if you have any questions about the OWR form.

Do you have any substantive questions or need help? Then visit the website of the Tax Authority via the box 3 page (in English) and/or at the page of the OWR form.

In the Netherlands, call 0800-0543 (toll-free) and immediately dial 7456 after the welcome message. You can also call 0800 - 023 01 07. If you are calling from abroad, use +31 555 385 385.

Did you close your account, no longer have access the online environment and did you not save the data from the past? Please contact us.

Disclaimer:
FitVermogen does not provide legal, tax or accounting advice and therefore expresses no view as to the legal, tax or accounting treatment of the information described herein or any related transaction, nor are we providing any assurance as to the adequacy or appropriateness of this information or our procedures for your purposes. This material is not a substitute for the professional advice or services of your own financial, tax, accounting and legal advisors.