I use another broker for trading US stocks individually. Do I have to add every transaction by company or just those that payed dividends? I have bought and sold about 10 different stocks a few times each… should I add it one by one??
You are right but I think you can’t do it with accumulating funds, because you don’t see dividends, but still have to declare them. So, funds entry for IE funds, summary of the trading account for US securities.
It’s your account/portfolio number. Letters are accepted. If you don’t have any, just input a serie of zeros.
Gross income subject to Swiss withholding taxes (including accumulating income from funds)
Gross income not subject to Swiss withholding taxes (including accumulating income from funds)
Value of your portfolio in CHF at Dec 31
Only applicable if US securities are held with a Swiss bank
Check the box if you want to fill in a DA-1.
Input the gross income for which you request the DA1 + valuation in CHF at Dec 31 of the same securities + amount of foreign taxes you claim back (as per the double tax treaties) with a minimum amount of CHF 100.