• T5008 slip - Recipient's copy

Under the Income Tax Act, you have to give your social insurance number (SIN) on request to any person who prepares an information slip for you. If you do not have a SIN, apply for one at any Service Canada Centre.

Completing your Income Tax and Benefit Return

This information slip does not have to be attached to your Income Tax and Benefit Return, but you have to keep it in case the Canada Revenue Agency (CRA) requests it.

This information slip reports the amount paid or credited to you for securities you disposed of or redeemed during the year indicated. These transactions may be on account of income or capital. For more information, see archived Interpretation Bulletin IT-479, Transactions in Securities. You can get a copy of this bulletin by going to canada.ca/cra-forms or by calling 1-800-959-8281.

If you are an individual having to file an Income Tax and Benefit Return, report transactions on account of capital on Schedule 3. You can report transactions on account of income as either business income (line 13500) or, for debt obligations in bearer form, as investment income (line 12100).

Box 20 – The amount in box 20 may or may not reflect your adjusted cost base (ACB) for the purpose of determining the gain or loss from the disposition of the security. You are required to make the adjustments, as needed, to the amount indicated in box 20, at the time of determining and reporting your gain or loss from the disposition.

You may have to pay taxes by instalments. For more information, go to canada.ca/taxes-instalments or call at 1-800-959-8281.