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Why did I receive a separate T5008 and a Trading Summary?
Your Trading Summary includes purchases and dispositions, and lists purchase/sale prices, dates, and commission charges.Only TD Direct Investing clients will receive a Trading Summary.
You are provided a T5008 to help you calculate your investment gains and losses for the tax year.
You can also use the Gains and Losses report to help estimate your Adjusted Cost Base (ACB) to determine your capital gains or losses.
If you are a TD Direct Investing and TD Financial Planning client: Your Gains and Losses report is included in your tax package (as applicable), which is posted to eServices under Tax Documents.
If you are a TD Wealth Private Investment Advice (PIA) client: Your Gains and Losses report is included in your tax package and delivered via mail or through an Investment Advisor, as applicable.
If you are a TD Wealth Private Investment Counsel client: You will receive your Gains and Losses report along with your T5 tax slip.
Please note that the answers to the questions are for information purposes only for the products discussed. Individual circumstances may vary. In case of discrepancy, the documentation prevails.