A few follow-up notes:DOB items were Treasury Bills that were sold before maturity. Checked with my financial advisor and they should stay flagged as investment...
The remaining difference turned out to be items with DOB in field 15 on the T5008. Thanks so much for this very helpful tip. I also discovered that I could cut ...
Good call. I was able to identify T5008 slips that had "investment" instead of "capital gains" in the type dropdown. These turned out to have BON or DOB rather ...
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