Quote:
Originally Posted by DoubleF
I could be wrong, but my understanding of the situation is that investment info was provided for the final return but this was just a small batch of the investing information that was missed? When the Computershare holdings thing was mentioned, that was my assumption because I've seen the same scenario a few times before because those types of holdings don't always end up showing on some type of readily available/accessible statement.
But completely fair points if my understanding is mistaken.
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Quote:
Originally Posted by fotze2
I always pay on the dividend, just didn't know the deemed sale part.
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Sounds like the poster just didn't know about the deemed disposition rule so seems unlikely that some investments were included while others were not.
I'm surprised if the dividends were included on the final tax return that the deemed disposition rule was not raised by CRA either upon review. This isn't my thing really but just seems rather obvious in that scenario.
Good luck in getting this fixed Fotze. If it was me, I wouldn't let much time pass before amending the return.