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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.

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