Bought my first ever shares of VOO S&P 500 ETF through Interactive Brokers this year. I declared it in my “Wertschriftenverzeichnis” by typing in the ISIN and the number of shares I own and then it pretty much filled out everything by itself:
- Category: “Anlagefonds”
- Share price at 31.12.2019
- Total Portfolio Value
- Dividends (Had to adjust as I held it only for 5 months)
- Category: “Ohne Verrechnungssteuer” (No withholding tax)
Is this correct so far? I’m confused that it sets the category to “No withholding tax” as there is a certain amount of withheld dividends:
I was paid out CHF 125 dividends (I think it’s distributing and not automatically reinvesting) and have a total of CHF 18 withheld by US tax authorities. What’s the procedure for reclaiming these dividends?
I’m aware that CHF 18 isn’t relevant but since I’m gonna add more money soon this will stack up by time.
Thanks a lot for your help!