With CHF 427 in dividends I can’t get a refund on my CHF 64 in lost dividends as it’s below CHF 100. Too bad.
At least those CHF 64 are subtracted from my income, so I save CHF 16 on taxes lol.
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Nearly the opposite in TI 
Can confirm. I submitted my tax return early March and still haven’t received any letter from the ZH tax office
Mileage may vary whether the canton’s tax office or the gemeinde controls your declaration. The easy cases are done by the gemeinde, but as soon as you have more than a job, a house and a couple of bank accounts, it gets moved to the canton
I had the impression the biggest difference was between tax at source vs. not (at least in Zürich).
On tax at source, it took 9 months - 1 year regularly. Now it takes a couple of months.
If anything my taxes are (slightly) more complex now.
You can avoid those automatic fillings by a workaround.
Search for a post of mine with an example and screenshots in the other Tax return topic.
If I find time later I will link it here.
Edit: found it pretty quickly, here for reference:
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Doing exactly that lol. First I add it the wrong way (as Anlagefonds) to get all the values from EasyTax automatically. Then I add it as a share and enter all the values from my screenshot.
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You just have to delete the last row. Maybe also the 1st row. Only put the values inside where you actually had the shares.
What’s also not perfect: You can’t have 0 shares at 31.12.2021 from which you received dividends lol. That’s why I put it at 0.01 and Steuerwert = 0.
The whole tax programm is a mess for investments.
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First time I need to fill it out as last year I was a few bucks below the threshold.
I mainly don‘t understand how I declare how many shares I had at each dividend date. Anyone from Canton of Bern able to help?
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Just put in your shares at the end of the year and put in the dividends yourself.
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Say you had X shares of Nestle on 1.1, and 100 Nestle shares on 31.12, then spread your Nestle position over a few entries/lines:
X shares already owned at 1.1. 21 (no date to enter Kaufdatum)
Y shares bought on dd.mm.21
Z shares bought on dd.mm.21
where X+Y+Z =100
that way it’ll automatically “calculate” the dividends acc. to the number of shares you held on ex-dividend day.
of course a bit tedious solution for lots of trading…
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Anyone from Zurich here filing the DA-1?
Individual stocks, e.g. Nike are automatically moved into the DA-1 section using the online tool. However it appears impossible for any ETFs. Anyone have similar problems and need to do it manually?
Just read literally 10 posts above, please.
I believe the issue is that most ETF are missing the “(Q) With foreign withholding tax” label in the ICTax database at the moment. I see it only for VTI and VXUS among my ETFs, and those work when I try to look them up in the DA-1 form.
I’ve sent a request to fix the data for 9 other ETFs I own via the contact form today. We’ll see if it gets fixed.
In the meantime I was bored and just filled in all the data manually 
We probably should synchronize so as not to spam them 
I also asked them to add Q for VB and VEA today.
Thanks! I will wait for a few days then. Even VT is missing which I need plus VYMI, VTV, VBR and VSS.
VT did work for me in ZH
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