Newbie here - where to find (correct) VT or VWRL on IB?

[FunnyDjo]

I’ll recommend this post with lots of screenshot from @Yanikuza

Tax declaration

Here is my contribution for people who want to filed their Tax declaration in the Canton of Vaud with VaudTax20 (I used a fake investment, though I will love to have that yet). If you have VWRL: First step: go to 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

How to disclose stocks positions to tax authorities

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 refund
https://forum.mustachianpost.com/t/da-1-refund-denied/3369/3

IB UK withholds 30% on US ETF Dividends

This thread is nice on the topics https://forum.mustachianpost.com/t/how-to-disclose-stocks-positions-to-tax-authorities/5522 And this one https://forum.mustachianpost.com/t/da-1-refund-denied/3369

@_MP has also written a Swiss tax guide for investors in ETFs (USA, Europe, Ireland, etc.)

Chapter 3 — Swiss taxes on dividends received

Chapter 4 — Part 2: Withholding taxes on dividends received, concrete examples