Solved: Hi. I feel like an fool. I changed banks a couple ...

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
EnglishEN

Pick a language

Français English
cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
New Member

Hi. I feel like an fool. I changed banks a couple of years ago and forgot I had a Mutual Fund still at the bank. It isn't very much. How do I claim that on my income tax?

 
1 Best answer

Accepted Solutions
Highlighted
New Member

Hi. I feel like an fool. I changed banks a couple of years ago and forgot I had a Mutual Fund still at the bank. It isn't very much. How do I claim that on my income tax?

Mistakes can happen to everybody, not just to you. You claim it depending on your tax slip and the year showing on it.  If the slip you have is for a previous year, then you will have to amend the tax return.  Please see this link from Canada Revenue, it will explain to you how to amend, or make changes, a tax return: http://www.cra-arc.gc.ca/changereturn/


View solution in original post

2 Replies
Highlighted
New Member

Hi. I feel like an fool. I changed banks a couple of years ago and forgot I had a Mutual Fund still at the bank. It isn't very much. How do I claim that on my income tax?

Mistakes can happen to everybody, not just to you. You claim it depending on your tax slip and the year showing on it.  If the slip you have is for a previous year, then you will have to amend the tax return.  Please see this link from Canada Revenue, it will explain to you how to amend, or make changes, a tax return: http://www.cra-arc.gc.ca/changereturn/


View solution in original post

Highlighted
New Member

Hi. I feel like an fool. I changed banks a couple of years ago and forgot I had a Mutual Fund still at the bank. It isn't very much. How do I claim that on my income tax?

That was great information.  Thanks.  One more question, how do I enter it on my 2014 income tax that I haven't submitted yet?
v