What are you trying to do?
Keep in mind, this is the coffee section, but did you select Type = Konto?
Try Steuerauszug/Depot instead and take it from there.
Steuerwert, Ertrag and Beantragte ausl. Quellensteuer are the relevent fields in German.
Edit: That’s for entering a full account, not individual holdings
Love this thread and doing tax, and love to get money back from the state.
Thank you. I wanted to enter my account balance with ibkr. So I will choose UK as the location there. I don’t think it matters much in the end?!
I have the VT ETF. If you enter the ISIN everything is actually filled in by itself I just realized 
As the 15% does not yet amount to CHF 100, I will not enter the ETF in the DA-1 this year, but only in the WV.
Am I missing something or the Vaud tax software used to automatically filled the stocks’ info when adding the ISIN but now we have to do all this manually with the online tax app ?
No, at least I did not find how to do it in the previous versions, and still not in the 2023 one (yes, I again use the download & install version this year, because I found the import into the online version far from perfect, and I’m hoping that it may still improve)
I am using Dr Tax. 29 CHF, with it you can search all the ISIN and it’s a little bit better designed that VaudTax
Still waiting for the data for 2023 of an accumulating ETF to be available in ICTax… how long does this usually take?
Anyone knows what
" Verpflegung in Kantine: ‘P’ - beschränkte Anzahl Sitzplätze " means for my taxes? Can I claim the full 15 CHF or only half?
Also I found elsewhere: If the menu price is over 10chf with discount, then you can claim the 15CHF anyway. Which is the case at our company (it’s between 11-12 with discount). Is this correct?
E: found out myself: I can deduct in full apparently, as the G field in my Lohnausweis is also not checked.
AFAIK you don’t have to wait. In the past I sent my online declaration even if there were no values available in ICTax. The tax office obiously only started to work on my case when the values were available but the tax declaration process was finished on my side.
Anyone here from Lucerne who has already completed the tax return using the DA1 form? We have three sections that I can’t understand.
DA-1 % → I would have entered 15% there
DA-1 not reclaimable → no idea? everything is reclaimable as far as I understand it, therefore CHF 0.-
R-US withholding USA → the 15% in CHF?
What do I have to enter there? Furthermore, I apparently have to order the forms under the following link. Do I need forms F16 and F15?
Thank you very much for your help
No, 15% US WHT is not reclaimable from the US. Switzerland may give you a tax credit but that’s not the same as being able to reclaim it from the US/IRS. I.e., here you enter the CHF amount of the 15% US WHT.
(Side-note: In the unlikely case that your broker deducts 30% US WHT because the broker is not a IRS qualified intermediary or you didn’t fill out the W-8BEN equivalent, you could still only declare 15% here as the other 15% would [painfully] be reclaimable from the US/IRS).
If you use IBKR or another foreign broker, R-US is 0.
Swiss brokers will deduct 30% in total, 15% US WHT and 15% R-US (assuming broker is IRS qualified intermediary and W-8BEN equivalent has been filled out). I.e., only if you use a Swiss broker, specify the 15% amount also in the R-US field.
Thanks for your feedback Jay. Makes sense. Then DA-1% is the percentage share and DA-1 is the share in CHF. R-US only for Swiss brokers.
I use IBKR.
Ah OK, good to know.
But still, when does the data usually become available in ICTax?
That depends on the funds, some are already available.
Sorry. Another question about dividends from a swiss etf. Mr. Pittet writes in his tax return that the L1TW can be reclaimed from a fund on request. How does this work if I use IBKR?
ETFs domiciled in Switzerland will get a refund of withholding taxes of Swiss shares because they pay Swiss withholding taxes on the fund dividends. That’s nothing you have to worry about as investor, the fund deals with that. You simply declare the ETF dividends as income with 35% Swiss withholding taxes (L2TW) and you’ll automatically get a tax credit/refund for that amount.
It really depends on the fund/ETF. A good indication might be the release day from last year, which you can see on the ICTax page (underlined in red):
In that case did you include a remark in the respective Wertschrift? (e.g. “zu versteuernder Ertrag noch nicht publiziert”)
No, I mean the tax office employee should also know if the ISIN is in the ICTax database that the values have just not been inserted yet.
Thanks. In this case that’s not possible, as the fund I’m interested in (FWRA) didn’t exist in 2022. But Invesco’s accumulating ETFs were updated on 23rd of June in 2023.
