I’ll recommend this post with lots of screenshot from @Yanikuza
Here is my contribution for people who want to filed their Tax declaration in the Canton of Vaud with VaudTax20 ICTax - Income & Capital Taxes (admin.ch) and filed how many position you have before each period of dividend like in the pictures. The website will calculate how much dividends you earned during 2020.
[VWRL IC Tax]
Then in VaudTax20, go to Etat des titres > Select…
This other discussion is also very useful
After a small simulation of a few VT positions the “lengthy” way and the easy, single entry way, the total amount of taxes did not change. This gave us some confidence that it is more or less ok to declare our stock positions under “releves fiscaux bancaires” under “imputatation forfataire d’impot (DA-1)”. Of course I have no idea if the tax authorities will accept this.
From the activity statement we take the dividends, withholding tax and ending value:
[IB_ActivityStatement]
Then you add i…
This one on DA-1 refundhttps://forum.mustachianpost.com/t/da-1-refund-denied/3369/3
@_MP has also written a Swiss tax guide for investors in ETFs (USA, Europe, Ireland, etc.)
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