Which T-slips report capital gains and losses?
Here are some of the T-slips you can receive for capital gain and loss purposes.
A T3 Slip can include:
A capital gain from within a mutual fund trust (MFT) or an exchange traded fund (ETF)
A capital gain from an insurance segregated fund (ISF), whether it's realized within the fund, or from units you disposed of
A capital loss from within an ISF
A return of capital from a MFT or ETF
A T5 Slip can include:
A capital gains dividend, which you report as a capital gain
A return of capital, shown in a footnote on the slip
A T5008 slip can include:
The number of units sold
The purchase cost
The sale proceeds
Not the gain or loss
You’ll have to calculate the capital gain or loss, including changes (if any) to your adjusted cost base.
A T4PS Slip indicates your employer has a trust for an employee profit-sharing plan. You pay tax on amounts of the trust’s capital gains that are allocated to you.
A T5013 Slip shows the allocation of the partnership’s capital gains to you.
