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posted Oct 31, 2019 3:12:59 AM

My T5008 is summarized/totaled by security type, do I enter individual lines or can I enter the summized total for each securiy type using the last date noted

my T5008 previously did not show a summary by transaction.. and I entered them continuously on a form in the software.. the entry seems to have changed .. hence my question can I enter the summarized total by security type

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1 Replies
Level 15
Oct 31, 2019 3:13:01 AM

If you have received a T5008 Summary or Summary of Security Dispositions, you can enter this by going to Income > Investments > Capital Gains & Capital Gains Deduction Profile. Then check off the box "Sold stocks, bonds, real estate ,etc ", and continue to the Capital Gains page to make your entries. 

You can enter each fund individually or use a total for them all. These summaries do not need to be entered as "T5008 slips". The Proceeds of Disposition = Box 21, and the Adjusted Cost Base = Box 20 of an actual T5008 slip.