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What does "type code of securities' mean at Box 14 on the T5008 turbo screen mean? What is the 'code' they are looking for?
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May 28, 2020
2:47 PM
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Troubleshooting
Box 14 on the T5008 is for Date of Disposition. The required date format is MMDD
"Type code of securities" is Box 15 on the T5008 slip. Here is CRA's list of codes:
BON – Bonds
BO1 – A bulk transaction in bonds for which the quantity cannot be determined
DOB – Debt obligations in bearer form
DO1 – A bulk transaction in debt obligations in bearer form for which the quantity cannot be determined
ELN – Equity linked notes
FUT – Futures
MET – Precious metals
MFT – Units in a mutual fund trust or investment fund trust
MSC – Miscellaneous
OPC – Option contracts
PTI – Publicly traded interest in a trust or partnership
RTS – Rights
SHS – Shares
UNT – Units (for example, a unit consisting of a bond and a warrant)
WTS – Warrants
May 29, 2020
8:40 AM
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Troubleshooting
I am entering SHS and or PTI and am getting a message to correct on review.
Different subject - suggest dropdowns be available for things like this to avoid errors and help users (i.e. coutry codes on T1132)
March 10, 2022
11:33 AM