Experience for tax deductions in Aargau?

MUFC_OK · February 13, 2021, 5:01pm

That‘s also the case in Bern.

anon90991199 · February 13, 2021, 5:27pm

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.

s-g · February 13, 2021, 5:33pm

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.

s-g · February 13, 2021, 5:38pm

It’s the same all over Switzerland, as stated in the form from the estv website:

nabalzbhf · February 13, 2021, 5:42pm

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.

anon90991199 · February 13, 2021, 6:17pm

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

Cortana · February 13, 2021, 6:55pm

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.

anon90991199 · February 13, 2021, 7:13pm

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.

the77joker · March 25, 2021, 11:39am

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

s-g · March 25, 2021, 12:09pm

What’s the question?

the77joker · March 25, 2021, 1:41pm

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.

s-g · March 25, 2021, 2:59pm

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

the77joker · March 25, 2021, 3:04pm

Thanks, so i guess everything is fine.

weirded · March 25, 2021, 3:13pm

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.

Cortana · March 25, 2021, 4:07pm

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.

rollerstroller · March 11, 2022, 1:09pm

I thought it’s 3 promille, not 3 %