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New Member
posted Oct 30, 2019 2:43:46 PM

Where do I transfer a percentage of my investment income to my spouse?

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5 Replies
Level 13
Oct 30, 2019 2:43:48 PM

Which Tslip are you referring to - T3/T5/T5008?

New Member
Oct 30, 2019 2:43:49 PM

I am referring to T5008

New Member
Oct 30, 2019 2:43:51 PM

for T3/T5, there is a box to assign a percentage of the investment income to your spouse. I cannot find the box to assign the percentage for T5008. Please tell me where and how to find the box for T5008.

Level 13
Oct 30, 2019 2:43:52 PM

You claim your ratio portion of the investment in the T5008

Level 13
Oct 30, 2019 2:43:53 PM

T3/T5/T5008 joint investment holders:  Each owner of a joint account is required to report their individual percentage of the total income (interest, dividends, capital gains, return of capital) according to the same ratio as their proportionate contribution of funds to the joint account.

Review link below to assist you in your entry:

How do I enter T5008 slips?
https://turbotax.community.intuit.ca/replies/2647749