Under the
Income Tax Act, you have to give your social security
number (SIN) on request to anyone who has to prepare
an information slip for you. If you do not have an
SIN, you can apply for one through any Human Resources
Centre of Canada.
Instructions for completing your tax return
You do not have to attach this information slip
to your income tax return. File it with the working
copy of your return in case we select your return
for review at a later date.
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 Interpretation Bulletin
IT-479R, Transactions in Securities. You can get
a copy of this bulletin from any tax services office
or tax centre.
Report transactions on account of capital on Schedule
3. You can report transactions on account of income
as either business income (line 135 of your income
tax return) or, for debt obligations in bearer
form, as investment income (line 121 of your income
tax return).
You may have to pay your taxes by installments.
For more information, contact your tax services
office.
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Interactive Brokers is providing the Form T5008 to you in an electronic
format, available by logging in to the IB website at http://www.interactivebrokers.com.
You have consented to receive the Form T5008 and other financial
and tax statements from IB in electronic form and IB will continue
to provide this information electronically for each tax year
unless you withdraw this consent. In order to receive financial
and tax statements electronically from IB, you must have a personal
computer with an internet connection, a valid Internet e-mail
address, and software allowing you to view the IB website and
to read, send and receive e-mail. Please notify IB immediately
in the event of a change in your e-mail address by: (i) using
those procedures to change a customer e-mail address that may
be available on the IB website at http://www.interactivebrokers.com or
(ii) contacting IB Customer Service at help@interactivebrokers.com
for further instructions.
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