which form DA-1 or R-US 164 for VT on Swissquote

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thanks to your excellent guide https://thepoorswiss.com/fr/declare...uisses-et-etrangers/#3-etfs-titres-americains
I managed to fill out my positions for VT that I had in IBKR, it was"almost" easy
Now I have some amounts of VT on my swissquote account, it is not clear if I shall use the DA-1 like for IBKR or Switch to R-US164 as it seems hinted in the article as it is a swiss broker.

 

[Baptiste Wicht]

Now I have some amounts of VT on my swissquote account, it is not clear if I shall use the DA-1 like for IBKR or Switch to R-US164 as it seems hinted in the article as it is a swiss broker.

Did you fill a W8-BEN form with Swissquote? Or put another, did they withhold 15% or 30% of your dividends. This is what will matter most I think.

 

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looks like they withold 30% total, therefore If I understand well I should fill up both R-US 164 and DA-1 to get back each of the 15% ( I am in Neuchatel, the documents are not merged as it seems in Fribourg)

 

[Baptiste Wicht]

Yes, I think in this case you have to fill both.

 

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Thanks for the input

 

[OxygeN]

Hi!
Jumping in here, as it's my first year I have to add VT to my tax declaration. (I bought VT via IBKR).
Do I need to enter one line for each purchase of VT I did in 2024 or can I just put one line with the situation at 31.12.2024?
And what's this all about the DA-1? Do I have to download this from IBKR?

TIA!

 

[breadbox]

Hi!
Jumping in here, as it's my first year I have to add VT to my tax declaration. (I bought VT via IBKR).
Do I need to enter one line for each purchase of VT I did in 2024 or can I just put one line with the situation at 31.12.2024?
And what's this all about the DA-1? Do I have to download this from IBKR?

TIA!

DA-1 is one of the document of your tax declaration ( I attached what it looks like in Neuchatel butmight be different between the Cantons) and in that page,
I put one line per purchase of VT on IBKR,, it is important because it is to get back the money depending of the dividends you had during the year and obviously influenced by when you actually owned the VT.
you need to download the year activity in IBKR so you know what you bought when and use that document as an attachment to the tax declaration :"or instance, I use an annual activity statement report with Interactive Brokers. This contains all operations, all dividends, and the status of my shares at the end of the year. I have never had any issue with that. You can get this from the Reports tab. In there, you can generate an activity statement for the entire year." (from: https://thepoorswiss.com/file-your-taxes-swiss-foreign-securities/ )

 

[OxygeN]

In AG is it this one?

And the details of the VT entry:

Is this correct?

 

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Sorry, My german level is pretty bad But I can confirm that the ETF you chose is correct (4354003)