March 2019 eUpdate - If you had any disposition transactions during the year, your tax package includes a T5008/RL18 Statement of Securities Transactions, which reports details of security positions that were sold, redeemed or matured during the 2018 tax year. Read more..
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Smith Falconer Financial Group

March 2019 eUpdate

Your 2018 Tax Slips Checklist

tax reporting guide

If you had any disposition transactions during the year, your tax package includes a T5008/RL18 Statement of Securities Transactions, which reports details of security positions that were sold, redeemed or matured during the 2018 tax year. The T5008/RL18 may be of assistance when calculating Capital Gains / Losses for tax purposes. For your convenience, the T5008/RL18 now includes the cost or book value for the security in Box 20. Click here for more details about this enhanced reporting.

taxslips We know that keeping track of all your tax slips can be challenging, so click here to access our Tax Slips Checklist which is also available on our website. Your 2018 checklist will help you organize the tax slips you may be receiving, depending on the type of accounts and investments you hold.


Did you know that tax slips are available through CIBC Wood Gundy Online? Click here to sign in and access your tax slips at any time, from anywhere!


Very best regards,

CIBC Wood Gundy


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