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Troubleshooting
A few follow-up notes:
DOB items were Treasury Bills that were sold before maturity. Checked with my financial advisor and they should stay flagged as investment not capital gains so they appear in Box 12100. The bonds needed to be changed to capital gains as the interest was declared elsewhere. So two different cases.
The pdf file of T-slips on the CRA site was incredibly helpful as it lists all the fields of all the slips and is searchable. Easier than fumbling through html and links.
I also discovered I could cut and paste the list of T5008s in Turbotax into Excel. The linked field for disposition popped into one column and was easy to total.
‎April 19, 2024
5:21 AM