On Swiss dividends, the federal government withholds 35 percent as withholding tax. Anyone who declares it correctly gets the money back. Enter your positions and see how much it comes to for you.
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Reclaimable withholding tax
CHF 0
This amount comes back through your tax return.
Dividends, gross
Payout, net
Gross yield
| Name | Purchase value CHF | Quantity | Dividend per share | Month |
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Annual dividend then
Sum of all payouts
Simplified assumption: dividends are fully reinvested at the same yield level and grow annually by the set rate. No price gains, no tax on the income, no fees.
For Swiss stocks you reclaim the withholding tax; for foreign stocks you have part of the foreign tax credited.
Reclaimable withholding tax
CHF 0
Applies to Swiss stocks. You reclaim it through your tax return.
Income per year, gross
Of which Swiss stocks
Foreign withholding tax
| Name | Asset type | Value CHF | Return per year % |
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Withholding tax isn't an extra tax, it's a kind of deposit. The federal government withholds 35 percent on interest and dividends so no one hides capital income. Anyone who declares it gets the amount back. Anyone who doesn't pays it for good.
Anyone who was resident in Switzerland when the dividend became due and was the beneficial owner of the security is entitled to it. The canton responsible is the one where you lived on 31 December of the year the payment became due.
You enter all accounts and securities in the securities and assets register of your tax return and declare the gross income, i.e. the dividend before deduction. In the cantonal tax software, the claim is already included in this. The amount is usually offset against your tax bill rather than paid out separately.
The claim lapses three years after the end of the year in which the income arose. Anyone who hasn't claimed a 2023 dividend by the end of 2026 loses the 35 percent for good.
Declaring only the net amount instead of gross. Declaring the dividend but forgetting the security under wealth. Or assuming the bank handles the reclaim automatically. Different rates and separate procedures apply to foreign stocks; this calculator covers Swiss holdings.