[NathanC]

Hello Jerome,

I think that taxes should not be neglected, especially for a dividend strategy which generally extends over the long term.

What about the FR and All markets? Do you know if the taxes work the same way?

For a Swiss share, it seems to me that dividends are taxed 35% initially, but this can be recovered later.

THANKS.

[NathanC]

Good evening,

I wanted to start a strategy based on US stock dividends (I am a Swiss resident) and was wondering if it would be worth it in Switzerland, since dividends are taxed there (unlike capital gains). I wanted to make sure I understood the Swiss tax system before starting and would appreciate any discussion on this.

From what I understand, if I receive a dividend of USD 100, I will be automatically taxed at 30% – 15% by the US and 15% by Switzerland, and therefore I will receive USD 70 in dividends and I will have USD 30 in taxes.

When I file my tax return, the gross dividends received during the year will be added to my other income and I will be taxed at a rate that will depend on my tax bracket. If, for example, this rate is 12%, I will have to pay CHF 12 (assuming that the exchange rate USDCHF = 1).

On the other hand, the 15% of Swiss taxes that were initially taken from me can be recovered, provided that they reach the minimum amount of CHF50 per title.

Do you have the same understanding as me?

THANKS.

[Author]

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