Report with Withholding tax - tax declaration

[rushingjohn]

Hello ,

My first time doing the tax declaration having ETFs in IB and, when creating a report for 2023, I do not see the option to select Withholding tax, so that I can claim the 15% tax back (US ETFs) - see image.

Could you let me know where can I have that info?

https://preview.redd.it/m5qquznwooq...bp&s=e679f5ef93718929e4cf4268d281813928f4f04a

 

[dan_]

@rushingjohn There is a blogpost here that explains it: https://www.mustachianpost.com/where-can-i-find-my-tax-information-on-interactive-brokers/

 

[rushingjohn]

@dan_ I know That Blog. But exactly when going through the steps mentioned there, I do not see the possibility to have the withholding tax in the report. Do you know how to find it?

 

[kemet]

@rushingjohn Honestly, it depends a lot on the kanton and how their tax software is formulated....

 

[dan_]

@rushingjohn Works for me, sorry