报税怎样填Capital Gain/Loss -- schedule 3

[Slater]

报税怎样填Capital Gain/Loss -- schedule 3

报税怎样填Capital Gain/Loss -- schedule 3比如我去年，买了1000股xiu.to, $15 每股，在$16时卖掉，赚了$1000.买了100股SPY在$85/share, 卖在 $86/share，赚了$100.买了mutuan fund 1000 share CHX 在 $10/share, 卖在 $10.5/share，赚了$500. 链接：http://www.bethecook.com/smf/fun/tax/tax.html

 

[Teddy]

I think the line 132 is for the purpose. Put the total capital gain/loss there. If the amount is positive, you will need to fill it (after multiplying 50%) back to the main T1 form (page 2); otherwise, don't don't fill there and leave it for Revenue Agency to keep in their record.

 

[hming]

把数据填入3.Publicly traded shares, mutual fund.....
Number... Name of fund... ..Proceeds of disposition ....Adjusted cost base ....Outlays.
1000............ xiu.to................... 16000 ...........................15000 .................交易费
1000............ CHX....................... 10500.......................... 10000................. 交易费

用报税软件添比较容易，不用自己计算，有gain的话自动填入主表。StudioTax 或UDoTax都是免费的。我用StudioTax已经三年了，每年用完都donate一点钱给他们表示谢意。

 

[ccchang]

How do you calculate and report capital gains when you redeem units or shares?

When you redeem your mutual fund units or shares, you may have a capital gain or a capital loss. Generally, 50% (1/2) of your capital gain or capital loss becomes the taxable capital gain or allowable capital loss.
If you received a T5008 slip, Statement of Securities Transactions, that reports your capital gain, use the data entry page
Interest/Investment income > T5008 (capital gains)

Otherwise, use the page
Capital gain > Stocks, mutual funds and other non depreciable property
to report the information from your account statement from the mutual fund.

 

[十二少]

为什么银行只寄了一个SUMMARY, 没有给我T5008，是会稍后分开寄吗？