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Old 31.03.2021, 12:17
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Refund of US withholding tax

Hi all,

it looks like rules have changed from this year (2020 tax declaration) - at least in Zurich
From now on you won't be able to claim the whole withholding tax on US dividends. The expenses to manage your assets (0.3%) are now taken into account, thus reducing the amount being refunded.
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Old 27.08.2021, 12:13
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Re: Refund of US withholding tax

Hi, just wondering is anyone has any experience in being able to claim back the dividend withholding tax on US securities as a Swiss citizen?
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Old 27.08.2021, 12:16
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Re: Refund of US withholding tax

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Hi, just wondering is anyone has any experience in being able to claim back the dividend withholding tax on US securities as a Swiss citizen?
As a resident yes, fill in you tax return correctly
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Old 27.08.2021, 16:20
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Re: Refund of US withholding tax

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Hi, just wondering is anyone has any experience in being able to claim back the dividend withholding tax on US securities as a Swiss citizen?
Do you mean the 15% taken by US? Yep - submitted the DA-1 together with the tax declaration (fully online this year, DA-1 gets submitted automatically) and ~ a month ago got the money deposited in my bank account (also not citizen, not sure if you meant it)
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