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Print this pageForward this document  Beneficiary of designated trust

Trust-Info

Use the keyword Trust-Info to enter the name of the designated trust. A designated trust refers to any trust residing in Canada, outside Quebec, except for unit trusts, employee trusts, trusts governed by employee benefit plans, segregated fund trusts, religious or non-profit organizations, and trusts that were not residing in Canada throughout the year.

Secondary keywordDesignated-Trust

Use the keyword Designated-Trust to indicate whether or not the taxpayer is a beneficiary of a designated trust (TP-671.9). If the trustee makes an election after July 11, 2002, to have the income and taxable capital gains taxed in the hands of the trust, the designated beneficiary must report his/her share of such income.

Secondary keywordDesign-Ben-Cr

Use the keyword Design-Ben-Cr to enter the tax credit for a beneficiary of a designated trust as calculated on form TP-671.9, line 25.

This credit may be claimed on line 411 of Quebec schedule E if the amounts from lines 15 and 16 of form TP-671.9 have been included in income.