Cannot add VT to DA-1

[dbu]

Have you guys tried this approach? (had to do it for BS)

Tax declaration

OK I think I finally “cracked it” (for Basel, BalTax), so I am sharing my approach here - for validation. How I did it was: Find ISIN of the US ETF (e.g. VTI) Use ICTax to find Valor Nr. (e.g. 1 246 192) In BalTax, add new entry and first use Valor Nr. with search function, to get my values automatically calculated based on No of holdings Screenshot Step [3] and cancel that entry - because it classifies it automatically as “B - Ohne VSt.”, which is wrong, we need “DA-1” Add ne…

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This year I am attempting a one-liner though - where all of the IBKR holdings are listed summarized with only 3 numbers - total worth at 31.12., total dividends, total dividends subject to WHT (DA-1).
I attached the full report from IBKR with it, we will see if they prefer this simplicity.