Mutual fund investing in a mixture of stocks, bonds and stable value

ninafaria402

My mutual fund invests in a mixture of stocks, government and financial bonds, and a stable value. Are the gains from the bonds considered as capital gains ? When I sell some units in this fund do I report the gains separately for each type of investment or do I lump sum the total and claim it as capital gains in my tax return. The institution does not provide a breakdown of the gains after selling some units. They also do not provide any tax documents ? The transaction details is what I have as proof of the sale and the amount of gains. They provide a quarterly fact sheet showing the percentages of each type of investment. How should I report the gains in my taxes? This fund is held in the UK and is in USD. I live in Canada

TurboTaxSusan

Yes, if you are selling bonds in a non-registered account then you would have capital gains/losses. You can group the sale of similar bonds together. You generally just need the price you bought the bond at, the price you sold it at, and any related investment expenses.

You might want to contact your financial institution to ask if they can give you a tax slip, even if they can't provide a Canadian one.

Mutual fund investing in a mixture of stocks, bonds and stable value

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