The Zurich online tax declaration at ZHprivateTax does not have anything to upload belege in the DA-1 form.
It has a separate “Weitere Belege für Wertschriften” under general “belege” which says " Weitere Belege sind grundsätzlich nicht notwendig!" and allows “Freiwilligen Beleg hochladen. Sie können maximal 10 Seiten hochladen.”
However that one allows max 10 pages. But I know that DA-1 requires proof of paying withholding tax, and the proof of dividends of swissquite and interactive brokers combined is more than 10 pages
Where/how should one upload the attachments for DA-1 then?
Are you sure you can’t upload the corresponding “Belege” per declared position in the DA-1 section?
I believe they changed from uploading all your Belege at the end of your DA-1 section to per DA-1 position uploads now.
I think I know because I had a similar issue last year (when the total limit of DA-1 “Belege” was 100 PDFs – of course I have many more … – and they suggested to upload the remaining “Belege” in different sections (like the “Wertschriftenverzeichnis”) and to indicate at the end of the tax declaration in the “Bemerkungen” that I had done this.
Ah yes I see individual attachments per individual stock now, thanks! I don’t think that was the case last year, in my download from last year’s online tax letter the DA-1 belege were one big PDF
But if they are separate attachements per individual stock now, that’s not the way that interactive broker’s dividend reports looks, it puts all dividends together on several pages.
I think I’ll have the same issue next year (with IBKR), and my initial plan was just to attach the same PDF (containing all positions) with every position in the tax declaration.
Or, attach it only to one position, and declare in the remarks that position 1 contains all the dividend reports for positions 2 to N.
Maybe I’ll even ask them beforehand how they prefer this.
If you’re under pressure to file the report by the end of, say, November 24, I’d probably resort to my initial plan just to make sure that the tax clerk doesn’t just ignore positions 2 to N with my more refined approach.
That’s what I did and they agreed in the reply to my support ticket. And I got the DA-1 credit without problems.
Maybe they will improve it for next year such that it will be possible to choose between attaching documents to individual positions or to the DA-1 form as a whole. Let’s see.
I have positions in the same security that I hold both at Swissquote and IBKR … Swissquote holds back the witholding tax, IBKR does not.
My plan is to enter separate positions into the online DA-1 section:
with actual ISINs for my Swissquote position (since they’re overall still larger), checking the taxed-at-source and withholding-tax button, uploading the Swissquote dividend receipts
with fake ISINs (like “IBKR-”+“real-ISIN”) and hand filled out positions (and dividends), unchecking the withholding-tex button and dividends reported as you suggest
If anyone is in a similar position and has already figured out a better solution, I have a – or an available emoji available for reacting to posts – to deploy for their explanation.
Why do you need fake ISIN? (I have some duplicate position between two brokers and I don’t remember having any issue having two entries with the same ISIN)
Ah, my assumption / experience was that per security, in the online web app, you can only enter buys and sells per ISIN (without specifying a broker or whether the particular purchase/sell is affected by withholding tax or not.
The web app then automatically calculates what dividends you were entitled to, and only per dividend event (or even per position? I don’t remember) – regardless of whether one portion is held at IBKR without withholding tax, and the other portion is held at Swissquote with withholding tax – you can only per dividend event check the button which taxes applied.
So if part of your dividend from security X was taxed with withholding tax, and another part of the dividend from same security X was taxed without withholding tax, this wouldn’t be possible in the online interface.
… ?
As said, I’ll do it for the first time next year for my 2024 taxes – maybe I don’t remember all the options available in the online interface.
Was a while ago so I don’t remember exactly, but what I do is add two separate entries (I don’t think there’s anything preventing you to add two entries for the same ISIN), then each dividend is correct incl. withholding amount.
Suggestion: Instead of individual entries per stocks/ETFs held at IB, I and some (many?) others on this forum, enter all stocks/ETFs held at IB in one line in the Tax Declaration and attach one generated report to this one position. As if this IB report were a Steuerauszug from a regular Swiss bank (which it is, if all the relevant data ** is on it).
This has been accepted by my Tax Authority for a few years now (>3y). I’m very happy about it for the simplification, and also my (correction, not webapp) tax software becomes very sluggish when many lines (>20 say) of positions are entered, I shudder to imagine how sluggish it would be with 100 or so lines. (It hasn’t been programmed for such amounts of data?)
** Kontosaldo am 31. Dezember, Wert des Wertschriftendepots am 31. Dezember, Erträge für das ganze Jahr (Zinsen, Dividenden; jeweils mit und ohne WHT), Käufe und Verkäufe von Wertschriften, Bezahlte Schuldzinsen
Is this in ZRH? I ask because I don’t experience sluggishness with the webapp and I already enter … (Goofy checks this year’s DA-1 entries) … 13 pages with 282 entries.
Until last year I was attaching one document for the full portfolio. It was mainly because I only had distributing ETFs… ZH was fine with it.
Now I also have accumulating ETFs, so might just enter the individual entries to make life of tax office simpler as the automated tool will help them cross check things easier
@Your_Full_Name i think one can enter two entries for same ISIN if they are held at different brokers just to keep things clean.
No, not Zürich.
But, sorry, it’s been a few months since doing my last tax declaration, and on re-thinking about it again, I just realised I download the software, so it’s not the Webapp! I’ll correct that above somehow.
And looking at the “news” to this topic, my Canton will only have the online version available from 1.1.2025. So here’s hoping our online version is as quick as yours, even though I won’t be testing it with 280+ entries
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– and they suggested to upload the remaining “Belege” in different sections (like the “Wertschriftenverzeichnis”) and to indicate at the end of the tax declaration in the “Bemerkungen” that I had done this.
– or an available emoji available for reacting to posts – to deploy for their explanation. 