Hi all,
I've been buying several ETFs on IBKR without thinking too much about what would be the consequences tax-wise and I'd like to know what's next and maybe clean things up before the end on the year.
Right now my portolio (I'm aware of overlaps) consists in :
- iShares Swiss Dividend ETF CH (CHDVD@EBS), CH0237935637
- UBS ETF CH - SLI (SLICHA@EBS), CH0032912732
- EXUS (Xtrackers MSCI World ex USA UCITS ETF (EXUS@EBS)), IE0006WW1TQ4
- Amundi Core Stoxx Europe 600 UCITS ETF (MEUD@LSE), LU0908500753
- Schwab International Equity ETF (SCHF@ARCA), US8085248057
- Vanguard Total World Stock ETF (VT@ARCA), US9220427424
Tax wise: how will I have to declare this on my tax report (VD)? Reports will be enough or maybe the etax statement thanks to https://github.com/vroonhof/opensteuerauszug/ ?
Withholding taxes: I haven't looked at it yet and I'm struggling to understand. Will I get taxes on dividend, sales (in 30 years or so), or both? If so what's the best course of action? Should I refrain from buying CH or IE, LU ETFs or can this be managed with careful planning?
The underlying question (given that I only started this year) for taxes is: can I invest in several ETFs everywhere with my broker long term or am I doing terrible mistakes that I'll regret in 30 years when it'll be time to sell?
Thanks!