Interesting. I never had my 3% (correction: ‰) deduction being refused.
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Yeah now it’s pauschal in Zürich, it’s even auto filled in the software.
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Custody (Verwahrung) fees are also deductible, not just management. Also never had the 3‰ refused in ZH and, as mentioned, it’s now auto-filled. It’s definitely not the same in all cantons, though.
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Which are 0.- with Ibkr.
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I did not realized it doing my declaration for 25. which position Nr is it?
16.3 Kosten für die Verwaltung des beweglichen Privatvermögens
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Just checked my declaration for 2025 Kt ZH, done online with the official ZhPrivateTax:
Nr 16.3 (Abzug Kosten Verwaltung beweglich Vermögen) is empty…
Nr 30.1 (Bewegliches Vermögen, Wertschriften) is correct (6 digits)
@nabalzbhf sure about your thing?
PS: sadly Chapter C, last 2 lines: „Wenn Steuerpflichtige die Verwaltung ihres Vermögens selbst besorgen, kann kein Abzug beansprucht werden.“
I can confirm the statement of @nabalzbhf
Which software did you use for your tax declaration 25?
Iirc was with the online form.
The web version.
So you physically hold the stocks in paper? Having a broker or bank do buy, hold etc. should be enough. “drittverwalteten Wertschriften” would be the quote I’d pick.
Never had any issues, either.
I got curious, myself. I think when you enter stocks item by item, it is filled indeed. If you pack everything in a one-liner like “broker statement”, it isn’t and you have to add it under manual deductions.
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Thank you very much! I will try to get it corrected.
Come on, people, focus! The deduction is 3 permille (0.003) or similar, not 3% (0.03)! Swiss banking services are expensive, but not that much!
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You have a point.
Thanks. I have corrected my post.