Tax treatment of mutual funds

This section contains general information on the tax treatment of income received from Canadian mutual funds. It will help you understand what a mutual fund is, how to report income, and how to report the sale of mutual fund units or shares. The CRA have included an example to show how to report these activities.



This section does not apply to certain investments in mutual fund trusts that are acquired through a securities option agreement, mutual fund investments held in a tax-free savings account (TFSA), or mutual fund investments that are held in tax deferred plans. For more information, see guides RC4466, Tax-Free Savings Account (TFSA), Guide for IndividualsT4040, RRSPs and Other Registered Plans for Retirement, and RC4092, Registered Education Savings Plans (RESPs).

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