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-   -   Tax report for saving accounts and shares before coming to Switzerland (https://www.englishforum.ch/finance-banking-taxation/303774-tax-report-saving-accounts-shares-before-coming-switzerland.html)

AndyM 22.04.2021 23:38

Tax report for saving accounts and shares before coming to Switzerland
 
For bank accounts and shares bought before coming into Switzerland they should be mentioned in Wertschriften under column A or B? Both seem incorrect since it's true that withholding tax wasn't payed but also it wasn't applicable since it was before coming to Switzerland.

Mica 23.04.2021 09:26

Re: Tax report for saving accounts and shares before coming to Switzerland
 
Since no withholding tax was deducted, you input any interest/dividends in the column which says "no withholding tax deducted".

AndyM 23.04.2021 13:04

Re: Tax report for saving accounts and shares before coming to Switzerland
 
I agree that for the wealth tax they are subject to tax but this will mean that I will be required to pay also income tax on them in Switzerland? The incomes were realised in the same year but before I came to Switzerland and reported for tax purposes in the other EU country.

Mica 23.04.2021 13:38

Re: Tax report for saving accounts and shares before coming to Switzerland
 
Ah. Now the question makes a bit more sense.

So presumably you have a "Unterjährige Steuerpflicht", i.e. you only moved to Zurich, during the middle of the tax year.

In this case the guidance of the tax office zurich (https://www.zh.ch/de/steuern-finanze...ml#-2147285594) states:

"Das steuerbare Einkommen bemisst sich nach den tatsächlichen, ab Zuzug (Beginn der
Steuerpflicht) bis Ende 2020 erzielten Einkünften. In der Steuererklärung 2020 ist demnach das
Einkommen ab Zuzug (Beginn der Steuerpflicht) bis Ende 2020 in die Steuererklärung
einzutragen (siehe auch «Unterjährige Steuerpflicht», Seite 7)"

But it might be good to check with the tax office / tax expert.


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