CI introduces a new client Capital Gain/Loss Report
CI Investments is introducing a Capital Gain/Loss Report for client-held non-registered mutual fund account(s).
This new report for the 2016 tax year includes the following important tax information:
- Account level capital gains/losses
- Breakdown of annual gains/losses by fund
- Capital gain/loss for U.S. dollar priced funds
- Stated in U.S. and Canadian dollar equivalents
- All figures must be filed with the CRA in Canadian dollars
The Capital Gain/Loss Report is only generated when a taxable disposition has occurred.