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Old 09.12.2019, 14:24
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DA-1 Question

Hey all,

I searched for an answer here but couldn't seem to find it.

I filed a tax return for 2018 and for the first time also filled the DA-1 form for reclaiming withheld tax on dividends.

From what I can see, this DA-1 amount is not included in the main tax calculation.

Is the DA-1 amount treated separately and they will refund this amount later? If so, does anyone know the usual time that this takes?

Thanks for any help
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Old 09.12.2019, 17:06
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Re: DA-1 Question

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Hey all,

I searched for an answer here but couldn't seem to find it.

I filed a tax return for 2018 and for the first time also filled the DA-1 form for reclaiming withheld tax on dividends.

From what I can see, this DA-1 amount is not included in the main tax calculation.

Is the DA-1 amount treated separately and they will refund this amount later? If so, does anyone know the usual time that this takes?

Thanks for any help
After 2 weeks in Zurich, I had cash in my account
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Old 09.12.2019, 19:01
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Re: DA-1 Question

Did you also send the 2nd copy seperately to DA1 refund office in Zurich?
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Old 10.12.2019, 08:34
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Re: DA-1 Question

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Did you also send the 2nd copy seperately to DA1 refund office in Zurich?
Nope... I better go read the form again!


Hmm...I didn't see any information on sending a copy to another address, on the Neuchatel website, the DA-1 form or in my tax return. Is it a standard practice?

As I had mistakenly put 30% of my US dividends on the form (I later asked my broker to change to 15%), my final tax calculation had a note "you can only claim 15% of the dividend amount" - so it seems they are acting on the DA-1 form but there was no info on sending to Zurich...

Last edited by Enohzee; 10.12.2019 at 09:03.
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Old 10.12.2019, 09:44
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Re: DA-1 Question

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Nope... I better go read the form again!


Hmm...I didn't see any information on sending a copy to another address, on the Neuchatel website, the DA-1 form or in my tax return. Is it a standard practice?

As I had mistakenly put 30% of my US dividends on the form (I later asked my broker to change to 15%), my final tax calculation had a note "you can only claim 15% of the dividend amount" - so it seems they are acting on the DA-1 form but there was no info on sending to Zurich...
Each Canton should have there own refund office. Yours will be in Neuchatel. Ask at the Gemeinde.
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Old 10.12.2019, 14:47
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Re: DA-1 Question

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Each Canton should have there own refund office. Yours will be in Neuchatel. Ask at the Gemeinde.
Thankyou for your help!
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Old 11.12.2019, 16:43
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Re: DA-1 Question

So the tax office replied and it turns out that in Neuchatel is handled by the tax office but they treat DA-1's separately and send back the calculation 30 days after the tax calculation.

So it takes a little longer than Zurich but it seems no need to send to another office.
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Old 11.12.2019, 20:14
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Re: DA-1 Question

In Zurich you don't have to send anything separate if you file online.
Reimbursement was very fast, with a long letter explaining a difference of few francs between what I requested and what they paid. But they paid.
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Old 22.03.2020, 17:49
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Re: DA-1 Question

Another DA-1 Question: I have been holding some American and Canadian stocks but none of the have paid any dividends last year. Do I need to fill out the DA-1 form?
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Old 23.03.2020, 09:51
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Re: DA-1 Question

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Another DA-1 Question: I have been holding some American and Canadian stocks but none of the have paid any dividends last year. Do I need to fill out the DA-1 form?
DA-1 only concerns investments that have paid dividends subject to withholding tax.

So no DA-1 form needed.
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Old 23.03.2020, 19:10
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Re: DA-1 Question

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DA-1 only concerns investments that have paid dividends subject to withholding tax.

So no DA-1 form needed.



Thanks, Enohzee. Is DA-1 applicable only to foreign investments? I have received some dividends from my Swiss stocks, which I believe were taxed at source. Can I use DA-1 to get some of the tax back?
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Old 24.03.2020, 14:58
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Re: DA-1 Question

I believe it is only for foreign assets that have been subjected to withholding tax. I have experience in doing this for US and European stocks.

I have never owned a Swiss stock so I don't have personal experience for that
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Old 26.03.2020, 09:29
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Re: DA-1 Question

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Thanks, Enohzee. Is DA-1 applicable only to foreign investments? I have received some dividends from my Swiss stocks, which I believe were taxed at source. Can I use DA-1 to get some of the tax back?
No, you can't. You can use a DA-1 form to recover (i) foreign withholding tax or (ii) tax that Swiss brokers withhold on US securities (it's nicely explained here).

In your case, your are getting a 35% withholding tax because you are investing in Swiss securities. This is always the case (check this out). If you declare taxes, they'll reimburse you 35% withholding tax as tax credit. If you are taxed at source (Quellensteuer), you might not be able to get the money back.
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