DA-1 forms: What is the max ammount of dividend tax I can get back?

I’m getting a good match with my calculation after I changed the following:

  • I calculate the tax rate against the net income instead of the final taxable income (i.e. after deductions such as 3a and professional expenses, but not the children or 2’600 CHF federal couple deductions). I haven’t seen any clear statement that this is correct, but its the only one that gives a match?
  • I calculate separately for federal & cantonal level because they have different deductions, and add up at the end again.
  • As @jay pointed out, that tax rate is applied to [dividends - asset management deductions].

If I recall correctly from another threat, church taxes are not an issue for you. But if they were, make sure you exclude it when calculating the tax rate.

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Thanks ChrisL!
Hopefully it won’t happen again as I’ve increased my tax rate last year.