Hello fellow stock pickers,
Last year i had like 600+ transactions (buy/sell). So I guess I will be taxed as professional investor.
I need to list every single transaction? This seems a massive work…
Anyone recommends a tax advisor in Geneva?
Hello fellow stock pickers,
Last year i had like 600+ transactions (buy/sell). So I guess I will be taxed as professional investor.
I need to list every single transaction? This seems a massive work…
Anyone recommends a tax advisor in Geneva?
Can’t your broker report? Swissquote offers this (at a cost)
Yes, but it’s not a Swiss broker (Interactive Brokers) so from what I understand, it’s not in the “swiss format” and I can’t use it.
Am I wrong? Wonder if a fiduciare can issue a report based on IB report… I will probably book a meeting with one.
I would be happy to know the price
You mean with Swissquote you don’t need to type/write things into the regular DA-1/Wertschriftsverzeichnis form, but just a doc from them is sufficient for submission?
I included the activity summary from IBKR in my Geneva tax return. If they request more details I will provide them. Similar approach was accepted by them for other non Swiss brokers in the past
For da-1 I believe used the official USA 1042 form available in IBKR which shows total US dividends and tax withheld across all shares. I just entered the total in DA-1 without breakdown by share
I hope so. Otherwise CHF 100.- were a bit of a rip-off