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New Member
posted Oct 29, 2019 6:46:59 PM

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?

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1 Best answer
New Member
Oct 29, 2019 6:47:00 PM

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/


2 Replies
New Member
Oct 29, 2019 6:47:00 PM

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/


New Member
Oct 29, 2019 6:47:02 PM

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