Hi all, probably stupid question, but should referral bonuses for opening bank account be declared? For example 80 EUR for Revolut or 50CHF for Radicant or 10 CHF for Neon etc?
I will declare them in my fortune with the new bank account but I won’t bother declare them as revenu nor bonus for such amount.
Zurich online tax -
I’ve been struggling for some time to find where to put “Income from abroad” (the one that was taxed abroad; should only be used to determine the income tax rate, but not being applied to).
“Oldschool” forms seem to have a dedicated section for it (“Steuerbar im Ausland”, item 26.2);
but I found no section / switch to label the income as “from abroad”.
Should it go into “Übrige > Weitere” with some descriptions?
Any hints are very welcome.
Thanks!
What kind of income are you talking about? Swiss residents are normally taxed in Switzerland on global income with the main exception being income from foreign real estate.
There are probably further (maybe more niche) exceptions and the situation would be different if you had limited tax liability in Switzerland, however, just because something is taxed abroad doesn’t necessarily mean that it’s not taxable in Switzerland. This situation is often avoided thanks to double taxation agreements, but there may also be situations where foreign income is taxed abroad even though it shouldn’t have been taxed abroad.
Can you (roughly) describe what this is about?
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My wife is self-employed.
She moved to (became resident in) CH few months before the end of the year, but her business there was closed only at the end of the year.
So for those few delta months - as I also got confirmed by the very kind ZH tax office over the phone - that part of income should be reported, but will not be taxed (as per DTA you mention; she was fully taxed in the original country).
It should only be used to determine our tax rate.
Ah, that makes sense.
Checking the demo, you can actually go to “Formulareditor starten” → “Abzüge” and then you can still enter a value in 26.2.
This is the deduction part, you still need to enter it as income beforehand.
Isn’t there a special form at the end for Steuer Ausscheidung?
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The software most cantons offers don’t cover special cases through the input assistant. So yes, you likely have to enter all income, end the assistant, select the form directly, and enter income taxable abroad manually, “oldschool” style. Also the included tax calculator might be slightly off because of it, but the Veranlagungsverfügung will ultimately be correct. Had to do so for years myself.
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Indeed something pops up at the end related to that (choosing auto or manual).
That seems to be new from this (for 2024) year? 
Thank you all for the guidance!
I’ll report back with what worked for me when I get around it.
It’s not new but it probably pops up only if there is anything that is not taxable in ZH.
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I didn’t even get my code to log in from the tax authority yet.
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Will get my wage statement mid February 
Seems, you are the first one 
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I would have, yesterday, if I had the salary statements.
No clue why HR needs until February to send those out.
Welp, in the meantime I updated my tax tables and deductions for 2026, so that’s that
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Did my fathers today. He is almost 90 years and could not even pass the agov authentication. But anyhow, with Raiffeisen electronic statements it took me almost nothing. And Raiffeisen produces them for free.
For my own I’m still waiting for the IBKR e-paper from datalevel. Did eFristverlängerung anyhow, as this is the first time I’ll use the datalevel system.
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No need to wait, just go this way - I have tested it today for ZH and works fine with IBKR. This solution is open source and free of charge. No need for 3rd parties to access your IBKR account.
If you find any issues, just report them in the linked thread or even at GitHub. There were quite some improvements done in the past few days.
https://forum.mustachianpost.com/t/programmatic-tax-return/11908/57
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ICTax data for one accumulating fund has yet to be updated by the fund provider, who, judging by past years, will do it at the end of March.
Will I get my definitive tax bill faster if I submit my taxes today with the remark that the virtual dividends are missing and should be available in 2 months, compared to just waiting until ICTax is updated and then submit the complete tax returns then?
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I thought I was neurotic about always targeting to get this done early (Q1) but you guys are truly fast.
Can’t say the same for the tax authority this year… still waiting for finalization of my 2024 return (all submitted VERY early) and hopefully clarity on a sizeable refund.
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Thanks. Could install it, but now I’m a bit stuck with the Flex query. Did ask in the mentioned thread.
I probably try it out and then compare the result to the datalevel file.
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Some even send it after the first deadline in March (at least the deadline in VD)!
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You see, while this article is about personal finance, the spirit that the author captures quite well can be applied to your tax return, as well.
So why wait?
“Like many people, your columnist spends a lot of time looking forward to the Saturday following his payday. How could he not? It is the most exciting one of the whole month: time to update the household accounts. Separate spreadsheets monitor cash accounts, pension pots, portfolio allocations and expected returns. An especially thrilling sheet keeps tabs on a mortgage and all the puzzles it raises.
Each monthly update takes an hour or so. But you can have fun with the graphs for far longer.”
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