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Old 13.09.2013, 14:38
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Question About Taxes - Bern

Hi friends,

Hubby and I have been gathering documents since we're headed into the 4th quarter and came across some questions we'd like to head off early. This is for Kanton Bern, but anyone with similar experience is welcome to reply.

1. How do you report quarterly dividends on the TaxMeBE (online)? In previous years we didn't have anything that paid quarterly so it was no big deal. Now we do...We looked at last year's stuff and there was only one box to fill in a dividend and the accompanying exchange rate on the date it was paid. Do you just pick the end of the year and add it up? Is there a box on another page to check that this gives quarterly payments so it lets us enter more than one date/amount?

2. How do you complete the DA-1 to claim back interest paid to foreign governments (e.g. Germany)? I know it should seem straightforward but it really isn't. There's also confusion with how to report/claim the quarterly payments (again). The Steuerwert columns only seem to reflect values as of Dec. 31. Also do you need to fill out all columns or just some?

Any insight is appreciated! Thanks!
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Old 13.09.2013, 15:00
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Re: Question About Taxes - Bern

I cannot give you any specific advice, but it would be acceptable to add a plain sheet of paper with the statement for each quarter and a sum,
then at the end add up all the quarters for the one total for 2013, and put this figure in the box.

Similarly for the interest paid: make the statements, gather all the costs over the year, and put the final sum in the box.

As you are married, both should sign the pages and date them, and then keep them safely (until or if) the tax office asks for it.
I think you have to keep this stuff for 5 years!

The tax office in Bern is very helpful, I get the feeling they are bored out of their minds and enjoy meeting people.
They are here, http://map.search.ch/bern/bruennenst...de,service,geo
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Old 13.09.2013, 15:26
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Re: Question About Taxes - Bern

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...The tax office in Bern is very helpful, I get the feeling they are bored out of their minds and enjoy meeting people.
They are here, http://map.search.ch/bern/bruennenst...de,service,geo
Thanks for the suggestions. Do the friendly tax folks in Bern speak English at all, because my German is not super when it comes to technical talk like taxes. I could even pair a visit to the tax folks with an EF coffee meet-up before or after, perhaps!
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Old 13.09.2013, 19:58
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Re: Question About Taxes - Bern

When we lived in Bern, i had to call them a few times, and they seemed to speak very decent English.
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Old 13.09.2013, 20:09
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Re: Question About Taxes - Bern

If you have the time I would definitely take the papers, go there, and ask them face to face. They are very helpful.
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Old 13.09.2013, 20:21
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Re: Question About Taxes - Bern

Very easy, you add up all the 4 dividends using the CHF rate on the day in question & place the dividend & tax deducted on the form. Send in a copy of the 4 dividends , a print out from a US online account is fine. You will also get annual tax certificate from a US broker if you have one.

DA1 :- Generally 100% of the tax deducted is refunds in about 2 months, then you pay the actual tax you owe when your taxes are calculated. Fill in appropriate parts of the form, they will correct any errors it's what you pay taxes for!
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