and I don’t find the Checkbox: ‘kein Antrag auf Anrechnung ausländischer Quellensteuern’.
mentionnes on the help
Nettobesteuerung
Bei der Nettobesteuerung wird die Brutto-Dividende abzüglich die nicht rückforderbare ausländische Quellensteuer (in der Regel nur ein Teil der gesamten ausländischen Steuer) besteuert. Anstatt einen Antrag auf Anrechnung ausländischer Quellensteuern zu erstellen, wird daher durch EasyTax der entsprechende Nettowert in Rubrik B des Wertschriftenverzeichnisses ausgedruckt (bei USA-Positionen ev. im Ergänzungsblatt RUS). Beispiel: Eine Brutto-Dividende von CHF 200.-- mit einer nicht rückforderbaren ausländischen Steuer von 15 % ergibt einen steuerbaren Nettoertrag in Rubrik B von CHF 170.–.
Kein Antrag auf Anrechnung ausländischer Quellensteuern
Anstelle eines Antrages auf Anrechnung ausländischer Quellensteuern (DA-1) kann die Nettobesteuerung beantragt werden. Dies geschieht in EasyTax durch das Markieren des Feldes 'kein Antrag auf Anrechnung ausländischer Quellensteuern". Dadurch wird wie im Beispiel oben automatisch der Nettoertrag in Rubrik B oder allenfalls im Ergänzungsblatt RUS ausgedruckt.
Lyxor SICAV is clearly a fund domiciled in Luxembourg, so no level 2 withholding taxes to reimburse. It should not be in DA-1. Vanguard looks like is an Irish fund, same story. Dividends from them go correctly as B: no (level 2) withholding taxes.
You haven’t declared any wealth, which is most probably wrong.
This is the calculation of your tax at cantonal, communal and federal level. The applied tarif seems to be married without children. Is it correct?
Have you been taxed at source? There must be a field to enter taxes that you have already paid. If you get money back or not depends obviously on how much you owe and how much you have already paid.
Lyxor SICAV is clearly a fund domiciled in Luxembourg, so no level 2 withholding taxes to reimburse. It should not be in DA-1. Vanguard looks like is an Irish fund, same story. Dividends from them go correctly as B: no (level 2) withholding taxes.
The vanguard is VOO a US ETF. I got the valoren nr 983129 and ISIN US9229081081 from ICTAX
You haven’t declared any wealth, which is most probably wrong.
This is the calculation of your tax at cantonal, communal and federal level. The applied tarif seems to be married without children. Is it correct?
Thanks I just add the kids
Have you been taxed at source? There must be a field to enter taxes that you have already paid. If you get money back or not depends obviously on how much you owe and how much you have already paid.
2022 I paid almost 13000 CHF at source. Have not seen a field to add the tax at source
That’s what happens, I think. Your dividends from US ETFs are too low to ask for a refund, so they were transferred to “B” with netto amounts.
I guess it is available only if you may, if you want, skip requesting a refund. In your case, the refund is not available anyway, so that’s why you don’t see it.
That question only comes before you send the application if I remember correctly. To see if you will receive a tax refund you take the taxes you already had to pay and subtract the taxes estimated by easytax. You have to do that calculation by yourself. After you have sent in your tax declaration, you will receive a final calculation. If everything was correct in your tax declaration, the refund will correspond to the one you calculated beforehand.
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