I have T5 and T3 records that report ETF and Stocks income
These T5 and T3 are released by Questrade and they cover income from multiple companies in one slip
Obviously there is multiple sources of investment income and ETFs add more complexity as their return income that falls in different categories, like below
Other Income | T3 B26 |
Eligible Dividends | T3 B49 |
Non-Eligible Dividends | T3 B50 |
Foreign Non-Business Income | T3 B51 |
Interest from Canadian sources | T5 B13 |
Dividends from Canadian corporations | T5 B24 |
Dividends from foreign sources | T5 B15 |
I have Ishares which returns Return of capital, Eligible dividends from two sources:
ISHARES S&P/TSX COMPOSITE HIGH DIVIDEND INDEX ETF
ISHARES S&P/TSX 60 INDEX ETF
I have Vanguard which returns Retruns of Capital, Capital gain div, Foreign Income and Other income and it has three sources:
VANGUARD FTSE CDN HIGH DIVID YIELD INDEX ETF TR UNIT
VANGUARD FTSE CDN CAPPED REIT INDEX ETF TR UNIT
VANGUARD GROWTH ETF PORTFOLIO ETF UNIT
First question: do we consolidate the sources of income within each ETF and report them on one line in Schedule 3?
Second questions: if my corporation year end is on May31 and other companies have an yead end Dec 31 or different than my company's year end, will their returns have to be split in two and reported so (from my corps fiscal year perspective their records will come from two consecutive fiscal years for them like in the picture below)
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