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Pottsy
New Member

I have bought and sold stocks from a cash account: 1. I have a line by line from my bank, how do I enter it in Turbo T. 2. Will the bank send me a T form to put into TT?

The cash account is not in an RRIF or RRSP...
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I have bought and sold stocks from a cash account: 1. I have a line by line from my bank, how do I enter it in Turbo T. 2. Will the bank send me a T form to put into TT?

The Financial Institution may be going to provide you with a T5008 "Securities Transactions" reporting slip. If this is not available (slips can be mailed as late as February 28th) then you will manually add the transactions under the "Income" tab > "Investments" >"Capital Gains..."

Select the line items that apply and follow the prompts.

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I have bought and sold stocks from a cash account: 1. I have a line by line from my bank, how do I enter it in Turbo T. 2. Will the bank send me a T form to put into TT?

The Financial Institution may be going to provide you with a T5008 "Securities Transactions" reporting slip. If this is not available (slips can be mailed as late as February 28th) then you will manually add the transactions under the "Income" tab > "Investments" >"Capital Gains..."

Select the line items that apply and follow the prompts.