So far I only had a swiss broker and used the reporting to enter a single line in my tax declaration (with value of the account, income taxed at source and income not taxed at source) and it always worked out.
Last year I opened a degiro account to trade more, and mostly foreign investments.
The report also gives me figures for value, income taxed and not taxed BUT I also want to claim back the income taxed at source in foreign countries, so using the DA-1.
It seems to me that I can’t just declare the value and income in a single line anymore, otherwise I will be double counted (one time in the list of accounts and one time in the DA-1) or the amounts won’t match the totals in the reports (which does not differentiate between swiss and foreign securities).
Do I have to declare every single position, hence every single purchase and sell (at least for the securities where I held in non income paying periods) ? It seems very cumbersome, is there a more efficient way to do it ?
Ideally I would like to just report the wealth, the income received and claim some of the income taxed in foreign countries.
Thank you !