Hey all,

When preparing the documents for the taxes to send to the guy who does it for me, I attached the list of dividends I received last year together with withheld tax (say ~500 chf of dividends received gross, all had 30% withheld, so ~150 chf withheld). He did not mention these numbers anywhere, so I asked him again whether these needs to be part of the income - he looked at the docs and said that it is fine to send as is.

I would've expected to need to declare the dividends income as income (so +500) and then declare 150 as already paid taxes on the income, so the right math is done to see exactly how much taxes I should've paid on these.

Is he right and I don't need to add these? Or must I? Or is it a matter of "I can if I want to get a refund on withheld taxes, but I can also let it go if I don't care that much"

Thanks,

If they are foreign dividends you need to fill in the DA1 extra pages of a tax return. This needs to be sent to a separate address, refunds in a couple of weeks.

If they are Swiss dividends then just put them under Beiblatt zum Wertschriften- und Guthabenverzeichnis

Legally speaking AFAIK it would be an incorrect tax return and tax avoidance (Art. 175 DBG https://www.admin.ch/opc/de/classifi...ndex.html#a175). If your marginal tax rate is less then the 30% the fine is CHF 0. But it also means you pay more taxes than you legally have to.

But next to the dividends you would also have to not disclose your holdings. AFAIK the PrivateTax software knows how much dividend each share pays. If you had the security only for part of the tax year, i think it should still be listed on the "Wertschriften Verzeichnis" with the respective buy and selling dates.

As the shares are part of your taxable net wealth (if still held at end of year) they have to be listed.

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Does this refunds the taxes while the "correct" taxes should be computed as part of the tax return where all dividends should be included as income?

I do have the total value of the positions (at the end of the year) in my "Wertschriften- und Guthabenverzeichnis", just not the dividends. To be honest I don't know how that was computed, but the wealth part is properly declared

For Swiss withholding tax it is quite simple: Total tax based on total declared net income and net wealth is calculated. From tax owned all withholding tax is substracted. If there is still tax to be paid you get a bill, if more withholding tax was paid than tax owned the difference is reimbursed.

Yes, you get a refund then pay the correct tax based on tax return.

Looks like just the dividend figures missing then