Tax declaration in Canton Zug with DA-1 form

Taxes
1

I have a question regarding putting VT on the tax declaration.

The software for the tax declaration doesn’t allow me to set DA-1, if I set the Valoren-Nummer and pull the info from their database. Here’s an example how it looks:

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So I figured out that I’ll remove the Valoren-Nummer and fill everything myself and I ended up with putting these numbers:

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The main difference is the Rubrik, which gets blocked with value:

Rubrik: B - Ohne Verrechnungssteuer

and I’m trying to set it to:

Rubrik: C - DA-1/R-US

I’m also not sure about the difference between Bruttoertrag and Dividende - so I put the same number in both.

My question is - does it make sense and are tax authorities going to accept this? Thanks in advance for any help with this headache.

Tax considerations and 'Quellensteuer'
2

the support guys of the ZG tax authorities told me exactly this - do not enter a Valoren-Nummer, otherwise you can’t select the DA-1 rubrik (even if there might be a valid Valoren-Nummer available). I think you can enter it, let the software fill all the fields, and then remove it again, so you can select DA-1.

I think Bruttoertrag and Dividende should be the same thing, but can’t quite remember.

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3

Thanks a lot! I’ll write an email to Kantonale Steuerverwaltung to confirm with them.

4

I had a similar “problem” with BS tax tool.
Described my workaround approach (that went through OK) in the Tax return topic - will try to find my post and link here.

Edit: Here you go

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