Cannot help for the Aargau specific questions, but for the exact values to fill for each fund you can just look in ictax.
Example for VT, I don’t speak a word in German but you find your Brutto-thing there:
And most importantly DON’T PANIC
And most importantly DON’T PANIC
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Thanks. I am familiar with ICTax, but right now I have no idea how I can fill this form out manually because there is no space to write down all the transactions. Not to mention, I don’t have a clue about the yellow highlighted parts either.
I am a bit jealous of all you Zurich people with your fancy online tool. I am thinking of just filling in the valoren-number, total number of stocks on 31.12.2020, their networth on 31.12.2020, the total dividends I got during the year (which will not reflect the total number of stocks at end of the year obviously), and leave it at that. Maybe they will just accept it like that.
It says it is included. Anrechnung ausländischer Quellensteuern / Steuerrückbehalt USA - Kanton Aargau
Maybe it only shows a number of it is more than CHF 100. I have read somewhere you can only claim it if it is more than CHF 100.
Hey Erma, thanks for looking into that. I also found that but I cannot figure out how to add ETFs in the software so that it counts towards DA-1. For Aktiens, it automatically flags them as DA-1, but for Anlagefonds like VT it does not apply the DA-1 rubrik. So, I figured I need to fill it out manually.
I guess I will have to write to the tax office and see what they say.
PS, I am selecting this:
That‘s also the case in Bern.
Also in Aargau. But only reason that it is not more than 100 is because it does not flag ETFs for DA-1. I think that I have to fill it out manually for whatever reason as the software is not set correctly to work with ETFs.
Then you will find an answer to most of your questions in there.
- The description of assets is in ictax
- Bruttoertrag is in ictax
As for DA-1 you don’t need to list all transactions, just the year-end tax value and total dividend by position.
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By the way, that’s somewhat expected, until recently ictax didn’t mark the dividend as eligible for most US funds. It’s possible Aargau is using an older version of the ictax database.
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Perfect! Thanks a lot. You just saved me 700 francs for going with a tax filer because I was thinking of giving up. Beer (or wine) on me if there is ever an opportunity 
So how does the DA-1 thing work in AG? As I was below 100 CHF I didn’t mind. I just entered my IBKR positions with their 31.12.2020 value and entered the shares I had on each dividend payout.
I guess you have to fill out the form manually if you are like me and mainly have invested in ETFs. I will report back how it works out.
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I’m in aargau, filling my taxes, and for the first time adding the small investment i made last year (first time ever). the easytax software made some magic here that i don’t know what it’s about. can someone explain?
Thanks
What’s the question?
first why they are splitted in chunks? then, hoping is everything right, it asks me something in the end like this that i did not get it.
anyway this seems rights, numbers are similar to my degiro document.
but then i’ve tryed with the VANGUARD FTSE AW IE00B3RBWM25 but it does not seems working properly. it seems selecting the US version with different numbers, while I bought the EU version.
It gives you the detail of each individual distribution if you refer to the multiple columns at the bottom of your first screenshot.
Afaik there’s no “US version” of VWRL, it’s just traded in different currencies but for tax purpose it doesn’t matter.
If you have a doubt you can compare the values in your tax software with the ictax official rates here:
https://www.ictax.admin.ch/extern/en.html#/security/IE00B3RBWM25/20201231
Thanks, so i guess everything is fine.
Nice tool, more advanced than the one used in TI.
Only thing you have to check is that you were the owner of those stocks in the stated number for the whole period, otherwise you would be taxed on more dividends than the reality. But this you can verify quickly also by comparing the broker’s statement with the software outcome.
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2nd tab is how much you bought/sold on which date. I don’t enter every month, I just make sure that the amounts are correct before each dividend payout.
I thought it’s 3 promille, not 3 %
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