I’m currently trying to file my tax return in Zurich. I invest into VT on InteractiveBrokers, meaning the US withholds a 15% tax on dividend (15% instead of 30% since I filed a W8-BEN).
I was under the impression that I could get these 15% back by filing a DA-1 in addition to the normal tax return.
However, when using the ZHprivateTax application, I cannot add VT in the DA-1 security list.
I was able to list VT in the security list for net worth, which has the same UI as the one for DA-1.
However, I’m only able to find VT when it comes to adding securities for the net worth, not for DA-1.
I reached out to the ZHprivateTax support and they told me that the application should automatically suggest adding securities from the net worth list to DA-1 if it is possible. Because that’s not happening, they suggested that I probably cannot put VT into the DA-1. However, they also added a disclaimer that they only maintain the ZHprivateTax application but are not familiar with what securities belong into DA-1.
I’m pretty confused by all of this, since:
- VT is clearly based in the US
- I had tax withheld
- I read in several places that I should be able to get those back using the DA-1
I also tried adding VOO/VTI (even though I do not hold them) just to see what happens, and I also wasn’t able to find/add them in the application.
Does anyone have an idea what’s going wrong here or what I’m missing?