25K childcare also for Staat, yeah! (I assume the Gemeinde remains ~10k?)
If employer pays then it cannot be deducted
I guess employer can deduct it themselves then? At least that would make sense, but i do not know.
It’s the same? Like there is no extra for Gemeinde…
I tried filling in the ZHPrivateTax yesterday (31.01.2025). While dividends for Swiss stocks got auto-filled, dividends of my US domiciled ETF did not get autofilled and the dividend field is not editable either. The relevant data for 2024 is already in ICTAX, but not loading in ZHPrivateTax. Guess u ok wait a few days or just shoot a message to ZHPrivateTax
Happened to me a few times. Probably the worst time to use their services, it is a lottery. At least once the dividends are filled in they stay filled in, even if the company does not appear later.
Probably they should start with individual deadlines if they don’t have the infrastructure to handle all at once…
Waiting a few hours helped.
The “sync” button in the ZH tax software to get current data from ICTax is also gone compared to previous years, no?
It is fixed now. A couple of extra clicks this year and the dividend information loads. Till last year it was automatically loaded when adding the transactions.
Some US ETFs (in my case VB, VBR, VSS) have not been completely implemented in ICTAX, especially with regards to distributions. Probably it’s the reason why I don’t see the autofilling of dividends. Do you have an idea on how much time does it take for them to implement everything?
Ask the ICTax folks if it’s still missing by mid-March (that’s when the US funds are publishing data).
Basic question
If you have 3 US ETFs on IBKR, and you list 5 positions on ZH Tax portal, do you attach the activity report on each position or only attaching in one of the row is enough?
As IBKR activity report includes info about all positions combined. Just wondering what’s the best practice
this was discussed in the forum last year too. Someone reached out to Zurich tax office and was told that in absence of position specific statement, one can attach the full report with every position.
this is also what I did last year and plan to do this year too. I might, this year, add in comment / bemerkungen section the page numbers of the report containing trades and dividend information.
The thing is until last year, for DA1 relevant positions, we were forced to submit documents for every position. Thus only option was to duplicate statements
This year that’s not the case
So I am wondering if attaching statement to one position would be enough
I think I’ll attach the activity statement only to one DA-1 position this year.
Or maybe even attach it in the generic “Abschluss → Belege → Vermögen” instead of the DA-1 position, possibly with a short comment in the DA-1 positions.
Filled out most of my taxes, is it me or there’s weird bugs with ZH website when entering direct real estate funds?
It doesn’t seem to find the value for the shares from ictax, had to copy manually (and seems to lose some entries randomly, had to input multiple times).
edit: also mostly out of curiosity since it not significant to matter, what would be the “correct” way to report corporate actions like what DRPF did when they increased capital, is that just a “buy” in practice with no tax impact?
I was able to enter them without problems. DRPF /ERRES
Did it find the correct tax value (non zero)?
Yes
0.31 CHF per unit for DRPF
37.54 CHF per unit for ERRES
I believe ERRES has higher number due to their higher cash position
The main reason is they own some buildings indirectly (taxed on the investor level) via : Société Immobilière Tredec SA, Société Immobilière Familia Rhône D SA, Mont-Cervin Capital SA , MILINVEST SA, SI Boulevard Carl-Vogt 5 SA, Société Immobilière Boulevard Carl-Vogt No. 60 SA, SI Chemin Jean-Baptiste Vandell 13 SA, C.H. Concorde Holdings SA, Neptune Immobilier SA et ZAPIMMO SA
So the ETFs like SSAC & WEBG do not have yet the tax info. If i declare them in ZH software, do i need to enter them again when data is published or the data gets automatically updated?