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Do you offer a capital gain/ loss report and can I use it for my tax returns?

TD Direct Investing clients can access gain/loss information  in WebBroker. Click on Accounts in the top menu, and under Account Details select  Performance

Please note that gain/loss reporting may help you with your tax returns but they are not an official document for tax purposes. Your TD Direct Investing account statements are considered the official record of your transactions.

TD Direct Investing, TD Wealth Financial Planning and TD Private Investment Advice clients who have an account with a sale or deemed disposition that leads to a gain or loss, and TD Wealth Private Investment Counsel will receive a Realized Gain/Loss report as part of their tax package. Please contact your advisor, relationship manager or TD Direct Investing for further details.

TD GoalAssist clients, call us at 1-877-250-2588 for your Realized Gain/Loss report.

You can calculate your Adjusted Cost Base (ACB) in part by using your Annual Trading Summary, account statements and/or trade confirmations.

Realized Gain or Loss is calculated as:

  1. Proceeds of the Sale (Market Price per Unit/Shares x Number of Units/Shares (from T5008/RL-18)), minus
  2. Book Cost (Adjust Cost Base per Unit/Shares x Number of Units/Shares (from Trade Confirms)), minus
  3. Any remainingTrading Fees such as commissions from the sale (from Trading Summary) 

Annual Trading Summaries are mailed to clients as applicable in mid-February.If you have signed up for eServices, you can access them online. These summaries show purchase/sale prices, dates, and commission charges.  TD Direct Investing and TD GoalAssist clients will receive a Trading Summary depending on their trading activities.

Note that Annual Trading Summaries are not produced for RRSP, TFSA, RRIF or RESP accounts.

Want more details? If you are a TD Direct Investing client, call us at 1-800-465-5463. If you are a TD GoalAssist client, call us at 1-877-250-2588. If you are a TD Wealth Financial Planning ,TD Wealth Private Investment Advice client, or TD Wealth Private Investment Counsel client, contact your planner or advisor. 

 

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