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  #141  
Old 06.12.2015, 07:41
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Re: How to do your tax return Kt ZH

Hi,
quick question, is the DA-1 form just for US dividends, or worldwide? I have UK shares and a couple of ISAs and not sure how to declare them in the tax return.

cheers,
Slayer
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  #142  
Old 06.12.2015, 10:12
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Re: How to do your tax return Kt ZH

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Hi,
quick question, is the DA-1 form just for US dividends, or worldwide? I have UK shares and a couple of ISAs and not sure how to declare them in the tax return.

cheers,
Slayer
Worldwide, you generally get a cash refund within 6 weeks.
Just put details of any foreign income producing investments on that page, non foreign income producing assets on the other page, not that it will really matter.
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  #143  
Old 07.12.2015, 07:31
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Re: How to do your tax return Kt ZH

Hi, for the ZH tax return, Section 36.2 box 496: "Auf Steuerbare Vermögenswerte im Ausland" - does this include foreign property? Google translate probably mangling this as "On Controllable assets abroad". Does it mean movable assets?

Because even if I use a moderate valuation of property, I end up with a negative figure in the following box (Section 37, box 498: "Total assets in the canton of Zurich")! As my UK property is worth more than my Swiss assets (sadly).

cheers,
Slayer

edit: shouldn't be sad about that I suppose :-)
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  #144  
Old 07.12.2015, 10:53
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Re: How to do your tax return Kt ZH

In this contex Steuerbar == Taxable.
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  #145  
Old 07.12.2015, 11:49
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Re: How to do your tax return Kt ZH

I see...and the UK Property itself is not a taxable asset, the value is just used to only calculate my wealth, right?

I think I am beginning to get it, it is just putting all the facts together :-)

(Note to self: do not attempt tax return after 2am in the morning)
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  #146  
Old 07.12.2015, 12:15
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Re: How to do your tax return Kt ZH

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I see...and the UK Property itself is not a taxable asset, the value is just used to only calculate my wealth, right?

I think I am beginning to get it, it is just putting all the facts together :-)

(Note to self: do not attempt tax return after 2am in the morning)
The value you place on your UK home should be 'forced sale value', which is at least 30% less than you would see in an estate agents window.
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  #147  
Old 08.12.2015, 04:40
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Re: How to do your tax return Kt ZH

will keep that in mind for next year's. if they let me change it then!
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  #148  
Old 02.11.2016, 16:44
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Re: How to do your tax return Kt ZH

Hello everyone.

first thing first, thanks Richard for putting together all these info: truly a gem!

second, apologies for bringing up a relatively old topic.

my question: last year I was with the quellensteuer regime for half of the year, hence I got some taxes paid at the source by my employeer. This reflects in the Lohnausweis, however I cannot seem to find any place where I can "deduct" these already paid taxes in the tax declaration. Hence I went and assumed that they will somehow compute themselves the taxes already paid by my employeer, and/or get the info from the Lohnausweis that I will attach.

Am I right?

Thanks a lot.
Ale
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  #149  
Old 02.11.2016, 17:37
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Re: How to do your tax return Kt ZH

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Hello everyone.

first thing first, thanks Richard for putting together all these info: truly a gem!

second, apologies for bringing up a relatively old topic.

my question: last year I was with the quellensteuer regime for half of the year, hence I got some taxes paid at the source by my employeer. This reflects in the Lohnausweis, however I cannot seem to find any place where I can "deduct" these already paid taxes in the tax declaration. Hence I went and assumed that they will somehow compute themselves the taxes already paid by my employeer, and/or get the info from the Lohnausweis that I will attach.

Am I right?

Thanks a lot.
Ale
The tax office will know you paid the quellensteuer & will apportion the bill.
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