grootjo
Returning Member

Importing your data

FWIW; I just talked to a person who preps taxes for a living at a well-known firm and they said to simply (1) not import the T5008 forms from CRA (i.e., delete if you have already imported them) and then (2) sum up ALL of the capital gain disposition amounts from each and every T5008 you have for TY2024 (i am using a computer spreadsheet, e.g., Excel, so i have a record of it), and enter that grand sum in one T5008 form in TT with the Disposition Date as "End of the Year, i.e., 31/12/2024" and Income Type as "Capital Gain". (I don't have any Income Type that is "Investment" so i am not needing to consider those.) 

 

Apparently that's what is being done at their tax prep firm and it makes sense with regards to the info CRA is asking for now that the changes to capital gain processing and reporting were rescinded.