??? 投资保税的问题(T3 & T5008/RL18) ???

[VxWorks]

投资保税的问题:

2011年买了一些RBC Global Precious Metals Fund,由于去年贵金属跌的厉害,所以这个Fund总的来说亏损20%~30%.(但年终有10%的Distribution)

没想到RBC给我寄来了T3,Broker也给我寄来了T5008/RL18.

问题是我一直hold这个Fund,并没有卖掉.怎么也会有Capital Gain呢? (Capital Gain在T3中的BOX 21)

而且T5008/RL18更让我摸不着头脑:只有Fund的买入Transaction记录,和下面这段话:

"T5008 / RL-18. SECURITIES TRANSACTIONS ARE DISCLOSED TO THE CANADA REVENUE AGENCY AND REVENU QUEBEC (RESIDENT OF QUEBEC ONLY) ON A YEARLY BASIS. THESE TRANSACTIONS ARE TO BE REPORTED ON YOUR ANNUAL RETURN OF INCOME."

那么我怎么在报税软件中填这个T5008/RL18表呢?(没有任何Box)

谢谢!

 

[ever_young]

The fund generated capital gain by selling some securities they bought before at lower price and sold during 2011 for a profit. It doesn't matter if the fund's unit value is up or down, the unit holders share the responsible for the capital gain tax. You have no choose but filling T3 info in your return. The other forms is for your records. You'll need them to calculate your gain or loss after you sell the fund.

It took me a long time to realize how much tax I have paid for mutual funds for which I didn't make any money.

 

[闲得慌]

The fund generated capital gain by selling some securities they bought before at lower price and sold during 2011 for a profit. It doesn't matter if the fund's unit value is up or down, the unit holders share the responsible for the capital gain tax. You have no choose but filling T3 info in your return. The other forms is for your records. You'll need them to calculate your gain or loss after you sell the fund.

It took me a long time to realize how much tax I have paid for mutual funds for which I didn't make any money.

他只是hold这个Fund,并没有卖掉。 我记得是要记录买了哪些funds， 只是记录，没有gain。

 

[ever_young]

He didn't sell his units but the fund sold some of its holding( e.g., the fund held a bank stock and sold it last year). He is on-hook for the capital gain that transaction(selling the bank stock) generated -- too bad for him

 

[VxWorks]

主要问题是:

那么我怎么在报税软件中填这个T5008/RL18表呢?(没有任何Box)

谢谢!

 

[pico]

主要问题是:

那么我怎么在报税软件中填这个T5008/RL18表呢?(没有任何Box)

谢谢!

T5008 in the Federal schedule 3 part 3 and RL 18 is QC schedule G part A and you only report 50% of your capital gain in the T1 line 127 and TP1 line 139