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-   -   Permit B less than 120K +Dividends, Tax Return? (https://www.englishforum.ch/finance-banking-taxation/302229-permit-b-less-than-120k-dividends-tax-return.html)

JdG 17.01.2021 18:33

Permit B less than 120K +Dividends, Tax Return?
 
Hi all,

I have a B Permit, Gross Salary below than CHF120k and being taxed at source.

During 2020 I opened an Interactive Brokers accoant and bought some shares which generated some dividens (less than CH200)

Must I do a Tax Return?

Thank you very much in advance.

Landers 18.01.2021 00:49

Re: Permit B less than 120K +Dividends, Tax Return?
 
If your brokers account is Swiss then won't the dividends have withholding tax applied? In which case I suppose a tax return would enable you to recover some of it?

Enohzee 18.01.2021 09:28

Re: Permit B less than 120K +Dividends, Tax Return?
 
You need to request a full tax return if you have over a certain threshold of wealth or additional income, I believe.

It depends on the canton, so check your canton tax website

aSwissInTheUS 18.01.2021 09:49

Re: Permit B less than 120K +Dividends, Tax Return?
 
If you have worldwide (!) income or wealth you must fill a tax return.
Usually there are thresholds were you have to so. Unfortunately the website of canton AG is not really helpful. You have to ask them what they are.

https://www.ag.ch/de/verwaltung/dfr/.../nov/nov_1.jsp

JdG 18.01.2021 11:06

Re: Permit B less than 120K +Dividends, Tax Return?
 
Thank you all for the answers.

Actually I moved to Ticino during 2020.

I did not find any helpfull info in the Ticino official website eaither, also sent an email but the answer was not clear.

I sent a new email and still waiting for the answer, I will call if needed.

Anyway, it is important to know that there are threasholds. Any nows which apply in Ticino?

Many thanks,


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