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Investment Slip Please use the investment slip below only to make an additional purchase into an existing account. If you would like to make a purchase into a new account, a new account application

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How to fill out t5 statement of investment

01

Gather all necessary information such as the payer's name and address, as well as your Social Insurance Number (SIN)

02

Review the amounts listed in Box 25 and Box 26 of the T5 slip for your investment income

03

Transfer the amounts from the T5 slip to the corresponding sections on your income tax return

04

Double check all information for accuracy before submitting your tax return

Who needs t5 statement of investment?

01

Individuals who have received investment income from sources such as interest, dividends, or capital gains may need a T5 statement of investment

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What is t5 statement of investment?

The T5 statement of investment is a form issued by financial institutions to report investment income such as dividends, interest, and mutual fund distributions to the Canada Revenue Agency (CRA) and the taxpayer.

Who is required to file t5 statement of investment?

Financial institutions are required to file T5 statements of investment to report investment income to the CRA and the taxpayer.

How to fill out t5 statement of investment?

To fill out a T5 statement of investment, financial institutions must provide detailed information about the investment income earned by the taxpayer, including the amount of dividends, interest, and mutual fund distributions.

What is the purpose of t5 statement of investment?

The purpose of the T5 statement of investment is to report investment income earned by the taxpayer to the CRA for tax purposes.

What information must be reported on t5 statement of investment?

The T5 statement of investment must include information on investment income such as dividends, interest, and mutual fund distributions earned by the taxpayer.

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