Tag: tax
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Pitfalls of Joint Accounts
Joint accounts can be a useful tool for estate planning but beware of some pitfalls. Things to consider before placing assets in a joint name
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How do I report amounts from my T5008 slip?
This post includes the most common questions we receive about reporting T5008 slips. Do I need to include this T5008 on my return? If you disposed of a security for a gain/loss you should report this on your return. This applies to gains/losses realized when you sell mutual funds. You can use either the…