Filing Taxes in Geneva - a couple of questions

Taxes
21

The accumulation is always on the funds/ETF fiscal year end.

Here, it’s 30.06. For other, it could be end of September, December etc.

For wealth tax purposes, you always look at the value on 31.12 irrespective of the accumulation date.

22

Yeah, only inquiring about accumulating funds.

Not sure I understand it correctly. So the date to report the holding for calculation of internal dividend distribution depends on the canton or is it always end of year?
What du you mean with “here” and other?

23

Always ETF fiscal year end

Fiscal year end for ishares msci world is 30.06. For other ETF/ETF providers, it can be another date, such as 30.09, 31.12.

You can find the information directly on the website of your favorite ETF provider.

1 Like
24

Thanks!

25

Thanks a lot for all the replies and valuable info.

Indeed, my withheld tax on the US dividends is like 20 CHF so no DA-1 for me.

For EU-domiciled ETFs like IE000716YHJ7 for example, the ICTax system only provides the gross dividend amount (rightmost column named “Gross return without WHT in CHF”). This is the value I should report to “Rendements imposables” in the second cell (“releve fiscal papier” page), right? I cannot know the net dividend amount.

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26

Yes. There is no witholding tax on irish ETF (distribution or accumulation)

2 Likes
27

Merci beaucoup

28

I thought there is (15%), but it’s not reclaimable?

29

Dont mix level 1 (what the funds receives) vs level 2 (what the funds pays to the investors)

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30

Hi all

I have a general question in case someone knows.

Assuming an accountant uses the software getax to fill in my declaration, can I get the file and somehow open and see what exactly he reported?

I have found someone that can do my first Swiss tax declaration for 180 CHF but they use the software.

I want to learn to do it alone from next year and I am asking myself if I can learn from the submitted file how some details are declared.

1 Like
31

Yes, everything is saved to a “.tax” file. You can open it using GeTax and check the numbers in the tax declaration.

2 Likes
32

Great! Then I will pay for the first time to be sure it is done correctly and next year I do it alone.