Filling in the DA-1

[dbu]

@CHRad

my situation is a bit trickier… No dividends in the first two quarters, but apparently you can’t have rows with zeros in “Anzahl per Termin” which doesn’t make any sense at all, since it is perfectly fine if you get the data from the tax software itself

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:

Tax declaration

OK I think I finally “cracked it” (for Basel, BalTax), so I am sharing my approach here - for validation. How I did it was: Find ISIN of the US ETF (e.g. VTI) Use ICTax to find Valor Nr. (e.g. 1 246 192) In BalTax, add new entry and first use Valor Nr. with search function, to get my values automatically calculated based on No of holdings Screenshot Step [3] and cancel that entry - because it classifies it automatically as “B - Ohne VSt.”, which is wrong, we need “DA-1” Add ne…