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Mutual Funds Questions and Answers

Click on any of the following questions or situations for helpful Tax Season information.

For additional questions and answers, click any of the following sections: Q&A home, T5s, Limited Partnerships, Access or Parameters, Advisor/Private Investment Management, Mutual Funds, or Citizenship and Residency.

I have a joint account with Dominion Securities but the T3 from the Mutual Fund Company only has one social insurance number on it.

I have not received any capital gains/loss reporting in the form of a T5008 from the Mutual Fund Company on trading activity that has taken place over the year.

I want a duplicate of a receipt issued by a Mutual Fund Company. Who should I call?

Why do mutual funds receive both T3s and T5s? Do I get one of each for every mutual fund investment I hold?

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