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When using the Data import from CRA, the T5008 capital gain/loss information does not carry forward to the Schedule 3 Supplemental T5008 section or any other place.

Did you enter a disposition date?

Marilyn30
New Member

When using the Data import from CRA, the T5008 capital gain/loss information does not carry forward to the Schedule 3 Supplemental T5008 section or any other place.

Yes, thank you.  I saw that earlier in the thread of messages and tried it and it worked. 

 

However, I have another problem with a shared T3.  There are capital gains and other income.  I have put it 50% to my husband, 50% to spouse.  Other income is split, but the capital gains are 100% on my husband's return.  What do I have to do to have it split 50/50?

When using the Data import from CRA, the T5008 capital gain/loss information does not carry forward to the Schedule 3 Supplemental T5008 section or any other place.

Did you enter the T3 on both spouses returns or only on one, saying that 50% was split with spouse?

Marilyn30
New Member

When using the Data import from CRA, the T5008 capital gain/loss information does not carry forward to the Schedule 3 Supplemental T5008 section or any other place.

I only entered the T3 on my husband's return, saying that 50% was split with me.  Boxes 49, 50 and 51 for dividends, and box 26 for other income were split properly.  But box 21 for capital gains was not split.  I think I know what happened.  Because capital gains are now split between period 1 and period 2, additional boxes were added, boxes 52 and 53, with the capital gains split by period.  These are the boxes that were used to calculate the gains on Schedule 3 instead of box 21.  It seems that the 50% split was not picked up for these additional boxes 52 and 53.