The 60-second version
Austrian brokerage wind-down needs Erste / Flatex AT / Bank Austria Markets liquidation, KESt statement, broker closure letter, and EUR remittance to NRE.
KESt withheld at source — still export Jahressteuerausweis for India
Austria KESt at 27.5% on capital gains from securities — broker withholds but I retain Jahressteuerausweis for Form 67 and Schedule FA.
Erste / Flatex AT closes after zero depot balance and Meldezettel move-out registered.
Wire EUR to NRE; retain depot closure PDF for AD bank.
Austrian bank: Austrian bank guide.
Austrian depot wind-down
| Account | AT tax | India reporting |
|---|---|---|
| Aktien depot | KESt 27.5% | Schedule FA + India CG check |
| AT ETFs | KESt on gain | Schedule FA |
| US via AT broker | KESt + US | Schedule FA both |
| EUR cash | No CG | Wire to NRE |
| Pension Pensionskasse | Separate | Not brokerage |
Austrian brokerage close sequence
Residency update
Notify broker of India address.
Sell holdings
Liquidate all depot positions.
Tax statement
Jahressteuerausweis download.
Wire EUR
To NRE; SWIFT trail.
Close depot
Written PDF confirmation.
Wind-down flow
Austrian broker export kit
- Jahressteuerausweis.
- Trade CSV.
- Closure email.
- SWIFT receipt.
- Meldezettel dereg proof.
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Keep depot as India resident?
Schedule FA annually — most close.
Form 67?
Yes if same gain taxed India same FY.
German Flatex?
Separate entity — not this guide.
US person FBAR?
Austrian accounts in USD 10k aggregate.
Switzerland overlap?
See Swiss brokerage guide if held CH assets via AT.
Pension buyout?
Not depot — separate Austria pension lane.
Your tax year is already running.
RNOR status, exit timing, and DTAA benefits all depend on decisions you make before you land. Don't guess.