Taxes on mutual funds - ICTAX

legreety · 25 January 2018 13:57

Hello,

I'm trying to figure how taxes on mutual funds work in Switzerland.

As far as I understand, on ictax.admin.ch they publish for every security the amount that is taxed as income at the income tax rat.

I just don't know how to read the page. Take for example this security (a EUR-denominated mutual fund):

If I kept 1 share of the fund throughout the year, the taxable amount would be 4.006 CHF. Is that correct?

Taking this other fund as example, would the taxable amount be zero?

Thanks

legreety · 31 January 2018 23:28

Doesn't anybody have a clue?

Amichief · 31 January 2018 23:56

Yes

It appears so. Looks like it's just full of derivatives, no real stocks, so probably that's why - there's no dividends inside to tax

Magnar · 1 February 2018 09:44

Maybe download the tax SW for Geneva: http://www.getax.ch/

Assume there should be some kind of auto calculator included for entering known mutual funds and fetching the required data.

If not you can use the one from Zurich, which does have this feature: https://www.steueramt.zh.ch/internet.../software.html