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shlam
New Member

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

 
5 Replies

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

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

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

I am referring to T5008
shlam
New Member

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

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.

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

You claim your ratio portion of the investment in the T5008

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

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?