I did some search here on the forum and, although I could find a wealth of related information, I couldn’t find a guide for filling out the DA-1.
My questions are:
Is there such a guide (in English) available or am I asking too much?
Is filling out the DA-1 form mandatory? My understanding is that it is not, but if I don’t fill it out I am losing out because of the dividend withholding tax. Is this correct? (I am considering not submitting the DA-1, since it’s already September and I need to submit my taxes before the end of the month).
Stückzahl is the amount of shares u have, say 100 Apple.
Steuerwert is the value of one share on 31.12 CHF 245 x 100.
Bruttoertrag is the dividends paid out by Apple (before the deductions) = CHF 2 x 100
Pauschale Steueranrechnung is the 15% source tax deducted by USA = CHF 0.30 x 100
Pauschale Anrechung USA is the 15% source tax deducted by CH = CHF 0.30 x 100
For European shares percentages a bit different. Check your dividend payment statement for the deductions made.
It’s quite simple unless u have 100 positions.
You have to do the Wertschriftenverzeichnis, but not the DA-1 (but of cos u lose out if u don’t).
I understand I cannot claim back L1TW tax on the dividends I receive from funds. But do I get a tax break?
Let’s say my Kanton charges 20% tax on income and I know L1TW is 10% on my dividend from a fund.
When I declare my taxes, can I put this 10% in DA-1 and then the tax office will only charge 10% tax on this dividend instead of 20%?
Or will I pay the 10% L1TW and on top 20% tax?
You only have to declare income on the parts you can reclaim (DA-1 in case of US) and VST (in case of swiss shares and 15% on US shares). In 2020 my DA-1 amount was below 100.- (minimum in my canton), so I only declare the 15% for my US shares and the full 35% for swiss shares. You won‘t be taxed on the income through dividends you can‘t access.
Does anyone have experience filling in DA-1 in canton Aargau? I don’t understand it at all. I am trying to find examples of hand filled DA-1 forms, but cannot find any. As far as I can see, there is no way to do it via easytax.
In easy tax, at page where you fill out all your assets. Once you specified security name and dividends distributed, you need to make sure you have an empty field in box below
you press nein, and then you can see that your stock now classified as DA-1. Once you marked this in easy tax, you also need to fill out DA-1 form itself and send it all in tax office.
Notes:
Same rules applied no matter where security is domiciled if there is treaty on double taxation you just need to find out what is withholding tax in there.
securities both in easy tax and in DA-1 shall be fill out in alphabetical order of their respective domiciles - both in DA-1 and easy Tax.
that how i undestand it from the tax office.
What I don’t understand yet is how to get back withholding tax from ETFs distributed dividends.
Does anyone know?
I am doing it that way this year (in BS)
Reporting total amount, dividends received, and amount withheld.
Another line for cash position. (in the tax tool, not DA-1)
As far as I understood, there is no way to claim ETF dividends with EasyTax because they are not categorized correctly. You have to fill out the DA-1 form manually.
That’s how I was told by the office.
The thing is that you want all your stocks/etfs to be categorised by three group B, RUS, DA-1
B is stock/etf without dividents, for example it could be Facebook and it’s doesnt matter if you hold it with us or swiss broker.
RUS stands for stock/etf paying distributions but held at swiss broker.
DA-1 is stock/etf paying dividend but held at non swiss broker(ib or degiro)
That’s why it is important to mark it as DA -1 to make sure that we can retrieve correct amount back. I am going to fill out return first time but understand that’s the process.
This probably refers to the form R-US164, in which case it’s applicable only to stocks/etfs paying distributions, held at a swiss broker and domiciled in the USA
@Mik34 @nabalzbhf
Thank you very much for your contributions. I couldn’t apply for DA-1 because I didn’t cross the required amount, but I will do it for sure in 2022.
Here is what they told me: To retrieve part of dividend withheld in US for US based funds, bought via IB for example for funds below, you need to choose in Easy Tax:
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