T5008 Statement of Securities Transactions – slip information for individuals. This information slip reports the amount paid or credited to you for securities you disposed of or redeemed during the year. These transactions may be on account of income or capital.
As a stock trader, you must fill T5008. Please follow the steps below, if you are using TurboTax Online.
- Select Find (or the magnifying glass icon) from the menu
- Enter T5008 in the Find window
- Select T5008 Securities Transactions from the list of results, then select Go. The T5008 - Summary step appears
- Select Enter New T5008. The T5008 - Securities Transactions step appears
- Fill out the form in TurboTax with the information from your slip. If your T5008 slip is for a joint account shared between spouses, enter your spouse’s percentage of ownership in the field Enter percentage of slip to claim on your spouse’s tax return (if applicable)
- Select Done With T5008. The T5008 - Summary step appears
- Review the information on-screen and follow the instructions below that match your situation:
- If the information is correct, select Done With T5008 Slips
- If the information isn’t correct, select Edit next to the slip and correct the information. When you return to this step, select Done With T5008 Slips
For more information, please review the links below from TurboTax Canada and Canada Revenue Agency.
How do I enter a T5008 slip
T5008 Statement of Securities Transactions
Thank you for choosing TurboTax.