@Houbento We understand that this is not ideal, but this is not an information included in the Auto-File option from CRA. You can also combine them and keep track of your T5008 on a spreadsheet for y...
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@Houbento We understand that this is not ideal, but this is not an information included in the Auto-File option from CRA. You can also combine them and keep track of your T5008 on a spreadsheet for your records.
As per CRA - February 14, 2025 - Auto-fill my return:
While the proposed effective date for the increase to the capital gains inclusion rate has been deferred to January 1, 2026, the CRA is maintaining capital disposition reporting for period 1 (dispositions that occurred before June 25, 2024) and period 2 (dispositions that occurred on or after June 25, 2024). This applies to both the T1 and T3 income tax returns. Period 1 and period 2 reporting is being maintained to ensure continued alignment with the tax slips that have already been published and are currently being issued to Canadians and filed with the CRA. As well, the proposed increase to the lifetime capital gains exemption applies starting with the capital dispositions in period 2 of qualified farm or fishing property and qualified small business corporation shares.
Note: Auto-fill my return service will not deliver box 14 of the T5008, Statement of Securities Transactions, which is relevant for period 1 and period 2 reporting of capital dispositions, and boxes 270 to 273 on the T5013, Statement of Partnership Income. Please ensure that all proper fields on the return are filled in correctly, including information not delivered by the Auto-fill my return service, and that the information provided is true, accurate, and complete.
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