T5 Questions and Answers

Access or Parameters 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.

•  The Dividends and Interest totals reported on my 4th Quarter Performance Review do not match the totals on the T5 slip.
•  Why didn´t I receive a statement outlining the fees charged to my Access/Parameters Account?
•  Why didn´t I receive a Summary of Security Dispositions statement?
•  Where do I go if the book cost of a particular security in my Access account is incorrect or the capital gain/loss is incorrect due to book cost issues?
•  What do I do if a corporate action was incorrectly processed on my Quarterly Performance Review resulting in adverse income tax ramifications for me?
•  Why are trade dates shown for purchases and sales rather than settlement dates?
•  Why do I see “N/A” on my Capital Gains and Losses report?
•  Why is my Year-end Supplementary Tax Information missing a fee summary?
•  Why am I missing a Capital Gain and Loss report?

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