Mostly a note to self. Really need to work out how the tax refund works for dividends on investments on US ETFs and funds in a taxable account that invest in international stocks. I usually just submit the end of year tax adjustment at work - but it looks like if you want to claim the tax refund on investments, you need to do a tax return.
Putting a couple of articles here to read in more detail later.
投資信託の分配金に対する外国税額控除[二重課税調整制度]を解説(2020年改正)。分配金有、無分配、どちらが得?
分配金・配当への外国税額控除(二重課税調整制度)で外国に投資する国内ETFが有利に？
Claiming back foriegn tax on investments
Re: Claiming back foriegn tax on investments
That is very interesting! But I will need some time to analyze and understand it. I hope that the online tax tool guides through the steps to do this correctly.