March 2020 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 2019 tax year. The T5008/RL18 may be of assistance when calculating Capital Gains/Losses for tax purposes. For your convenience, the T5008/RL18 includes the cost or book value for the security in Box 20.
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Smith Falconer Financial Group

March 2020 eUpdate


Your 2019 Tax Slips Checklist

T5008/RL18

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 2019 tax year. The T5008/RL18 may be of assistance when calculating Capital Gains/Losses for tax purposes. For your convenience, the T5008/RL18 includes the cost or book value for the security in Box 20. Click here for more details about this enhanced reporting.


2019 Tax Check-list
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 2019 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!

Note: We're excited to announce that we recently updated our website to be mobile friendly so you can access your online account easily from any device, as well as look back at previous issues of our monthly eUpdate or Articles & Reports or Videos. Let us know what you think of the new format.




Very best regards,

CIBC Wood Gundy


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Smith Falconer Financial Group


CIBC Private Wealth Management consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. "CIBC Private Wealth Management" is a registered trademark of CIBC, used under license. "Wood Gundy" is a registered trademark of CIBC World Markets Inc.





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