OK, thanks.
I see that I was also deducted 30% instead of 15%.
Thanks! So first “problem” solved, second one we’ll have to contact IBKR…
I just wrote them via web ticket. Let’s see what they say.
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Same here. Will come back when they replied.
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I got a first response:
Your query has been forwarded to the relevant team who take care of the next steps.
Taxes on dividends collected for the year 2024 will be reviewed in the next 3-5 days.
Please contact us again in case there are no changes within the indicated time period.
I got a reply from IBKR. The problem was solved, I will get back the 15% in the next few days, and the next dividend payment should correctly apply only 15% WHT.
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Was it simply the W8BEN status not captured properly?
They didn’t explain what the issue was. In three months I’ll know if they really fixed it 
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Just got the 15% back. That was quick.
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Update: I also got the 15% back on Thursday. 
They didn’t tell me the problem either. Could it be that they always deduct 30% and then a few days later refund 15%?
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No, when it’s properly setup, they immediately deduct only 15%.
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I hold some VTI at a qualified foreign broker. Got my DA-1 back this week, and I only get a refund for approx. 90% of the withheld taxes. There’s a complicated calculation provided along with it, which I really don’t understand.
Why is there a cap on the refund? What does it depend on?
If it matters, the dividend income from this VTI is approx. 20% of my total dividend income.
It depends on what other deductions you’re claiming (mortgage, etc.)
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As above - depends on what else you deducted - but at the very least, the “investment management fees” will carve away from that full amount, AFAIK.
Ah yes, now I understand their calculation. They deduct (my deductions for investment management costs x VTI dividends) / (total dividends), i.e. the proportion of investment management costs that could be attributed to the VTI dividends.
I guess that makes sense. Thanks!
It’s not actually a refund (the US keeps the money). It’s a Swiss tax credit to eliminate double taxation by US and Switzerland (based on the DTA). Due to this, it’s limited to (approximately) the amount of taxes you pay in Switzerland on these dividends. Wealth income tax deductions effectively reduce the taxes you pay in Switzerland and thus, such deductions may reduce the tax credit you get via DA-1.
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Please don’t ask the same question twice and search the forum before asking questions that have been answered many times already
Just to follow up on this topic:
is there a way to declare the dividends while having only B-type residence permit? I mean, if I could avoid filling the taxes but only declare dividends.
No, if you earn earn above your cantonal threshold for non taxed at source income (or your wealth is above the threshold), filing taxes is mandatory.
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what if I am not actually above the threshold, and the actual dividends from IBKR are also not high enough to go above the threshold?