Estate tax treaty US-Switzerland [2024]

Taxes
191

  1. So the posts from Hans in poorswiss blog is the an experience I could find. The US based broker (not named) blocked and the IRS process is ongoing ~ 4-5 years now. PostFinance released the US shares but the amount of US shares in PostFinance is not mentioned in the comments.

  2. In case of non US people( with no US tax ID) , IBKR won’t lock the funds as per this communication with @Helix here
    Correction: This point is NOT CORRECT. As nabalzbhf mentioned below, there are recent communications from IB that they will want evidence of IRS filing – but not require the full process, no transfer certificate needed)

  3. Swiss broker will not block per @rolandinho posts here and here

  4. NZZ article - implying something to the tune of Swiss Brokers don’t block and people don’t care to do any paperwork with IRS.

Anything else I missed ?