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Returning Member
posted Nov 17, 2019 10:54:24 AM

Turbotax filling of US capital gains

I have sold stocks from a private company in the US; I understand I will be paying taxes in the US and also that to report in Canada the taxable capital gain has to be 100% instead of 50% due to the nature of the company transaction. Can TurboTax in any of the service forms deduct the taxes payed in the US and adjust the taxable capital gains to 100%?

 

If yes, which product would work and how could the capital gain be adjusted if it is set by default to 100%.

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1 Best answer
Level 15
Apr 8, 2020 9:00:48 AM

@alegomaris

 

To do so, from the sidebar in TurboTax Online,

  • click on Income > Investments > Capital Gains and Capital Gains Deduction Profile.
  • check the box beside Capital gains from the sale of a partnership
  • this will then trigger a box to appear on the Capital Gains Summary page allowing you to enter the Capital Gains at a 100% inclusion rate. 

We have tested this, the calculation is correct and the entire amount you enter in this box will show up on Line 19900. You may want to refer to this interaction with the agent doing the review.

 

I have attached screenshots showing how to enter this amount, as well as a shot of the Schedule 3 itself showing the correct inclusion. 

 

 

2 Replies
Returning Member
Apr 4, 2020 6:22:31 PM

The reason the taxable capital gain would be 100% is because the transaction is classified as a "Disposition of an interest in a partnership to a non-resident or tax-exempt entity". The tax advisors at my company specified that the capital gain would be taxable at 100%. And also reading on the CRA website (https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4037/capital-gains.html#Disposition_interest), it seems the transaction indeed has to be taxed on 100% of it.

 

Would you advice me on how to report this. Thank you.

Level 15
Apr 8, 2020 9:00:48 AM

@alegomaris

 

To do so, from the sidebar in TurboTax Online,

  • click on Income > Investments > Capital Gains and Capital Gains Deduction Profile.
  • check the box beside Capital gains from the sale of a partnership
  • this will then trigger a box to appear on the Capital Gains Summary page allowing you to enter the Capital Gains at a 100% inclusion rate. 

We have tested this, the calculation is correct and the entire amount you enter in this box will show up on Line 19900. You may want to refer to this interaction with the agent doing the review.

 

I have attached screenshots showing how to enter this amount, as well as a shot of the Schedule 3 itself showing the correct inclusion.