Filing

I would recommend contacting the Canada Revenue Agency (CRA) or someone knowledgeable in In-Trust-For Accounts to see how the transfer to your son should be handled. Then we can assist you on how to enter things in the right places in the software.

If you are in Canada or the United States, you can call the CRA at 1-800-959-8281. If you are elsewhere, you can call 613-940-8495. This page has more ways to contact the CRA: Contact the Canada Revenue Agency