Witholding Taxes on US Shares - what documents are required for DA-1 in Zurich

Taxes
1

I’m in Zurich and the guy processing my DA-1 is really anal, and since I’ve only been at IBKR for a year, this is my first tax season having some funds with IBKR, I want to make sure my tax stuff is right from the get go (I’ve been warned about getings things right or forfeiting my right to get a DA-1 reimbursement in the past (no idea whether is really a thing, but I’m not rich or with powerful friends, so I’m assuming I don’t stand a chance against them)).

So, am I correct to assume that with IBRK, I’m in the same boat as with Degiro when it comes to US Shares - they take away 15% which I can claim back and there’s no additional 15% of ‘zusätzlicher Steuerrückbehalt USA’?

What kind of document did you give the tax man? I didn’t find a dividend report from the get go… I do have the yearly activity report which has a ‘Withholding Tax’ and ‘Dividends’ sections - am I right to assume this is what they’ll want to see? When I create my custom report including Dividends and Withholding Tax, I’m getting the same output.

So line items for Withholding Tax would look like this

2024-12-24 VT(US9220427424) Cash Dividend USD 0.8774 per Share - US Tax -3.69

Is that enough to satisfy them or what did you have to provide?

2

Just add the dividend report from the tax documents. (Available in mid March)

3

It is enough. Because you declare income they don’t want/need other documents.

However, there is a tax dividend report as mentioned. As it usually is only available after the tax deadline I did not add it to the tax declaration the last years.