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Returning Member
posted Mar 23, 2021 9:48:25 AM

T5 investment income

I had a few T5 slips to report in my income for 2020, and at the bottom of the screen it says i can select the portion that i want to claim under my spouse's return "if applicable". In what situations is this allowed? These are eligible dividends under my name only (not a joint account). Am I subject to attribution rules?

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1 Replies
Level 6
Mar 24, 2021 10:44:08 AM

Thank you for your question. A T5 slip identifies the types of investment incomes you need to report on your income tax returns. Some couples may find that their T5 slip has both of their names on it. 

What you need to do is determine who contributed to the investment and what percentage. You report the interest earned in the same proportion as the funds that were contributed into the account that earned the income. Most of the time, you and your partner share money so you can each claim 50 percent of the T5 income. Please click here for more information.