Good point, probably not even needed yes
Oh. Whatever I said 4y ago…
Not a big discussion indeed, but
OTOH I really like this document as it answers a lot of questions that people on this forum ask:
Asking for canton of Zurich: in various articles on the web I’ve seen that one can deduct 300.– under “various donations” without receipts. Has anyone tried this successfully?
My tax advisor claims full 300 every year. Still waiting on 2019 taxes to be finalized, thought. Can’t see why not accepted, however.
there is precedent that both deductions are possible (ov and bike)
I even got 400.- approved in AG without receipts.
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Question people. Do we need to declare mietkaution deposit account? i guess yes. but following question. how do you declare joint accounrs (not with spose, separate declartions?) do we both declare the konto and put half value each?
zurich kanton, if that helps.
That’s what my parents (not married) did in the past, same for the mortgage, house value, etc.
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so just to be sure- what exactly is the rule for Canton Zurich
0.3% is only applicable to securities (like Stocks, ETf, bonds etc) excluding bank accounts (cash and fixed deposits)
Or
0.3% is applicable for all movable assets (including cash)
i have heard different things , so wanted to clarify.
This one.
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Yes.
Yes.
If your bank has a tax statement with digital barcode, just put this document and the software will manage to put the number. Maybe you will have to tick a case to inform that it’s a joint account (it was I did in my Canton).
sorry for the very stupid question but in what section of the zh declaration can you deduct these costs?
is it " Kosten für die Verwaltung des beweglichen Privatvermögens" or something else?
Correct.
01234567890
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I simply added a line with the description “Pauschalabzug für Wertschriften (0.3% von CHF xxx)” and put in 0.3% of the total worth of my ETFs according to the Wertschriftenverzeichnis.
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Any infos concerning donations without receipt in Vaud?
does 0.3% apply to crypto?
It’s not that easy with the “0.3% Pauschalbazug” as you can read below:
If the costs invoiced by the bank are lower than the lump sum, you can only deduct the actual costs.
If you claim asset management costs in excess of the lump sum, you must provide evidence of both the actual asset management expenses and their deductibility. The proof must be provided on the basis of suitable documents (contracts, regulations, statements) which, in addition to the scope, also show the type, the purpose of use and the purpose and composition of the costs associated with the securities and investment assets. and investment assets. If the evidence, you can only deduct costs in the amount of the above-mentioned lump sum mentioned above.
That‘s contrary to what I read elsewhere. Where is this quote from?
The quote also doenst really make sense to me? If you only need to provide evidence if you want to claim in excess of the 0.3%, why should you then not be able to claim the 0.3%?
Page 25 under “Weitere Abzüge” of this document: https://so.ch/fileadmin/internet/fd/fd-ksta/pdf/np/ste/2023/120_Wegl_NP_SO_2023_HA.pdf
To specify, I declare it based on my brokerage account, including a potential cash position within.
But not the standard bank accounts.