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Old 17.01.2021, 18:33
JdG JdG is offline
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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.
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Old 18.01.2021, 00:49
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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?
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Old 18.01.2021, 09:28
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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
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Old 18.01.2021, 09:49
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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
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Old 18.01.2021, 11:06
JdG JdG is offline
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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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