Reproduction of Schedule 3

Reproduction of Schedule 3

Reproduction of Schedule 3 - Table 1

Note: If you have a business investment loss, see Guide T4037.

(1)
Year of
acquisition
(2)
Proceeds of
disposition
(3)
Adjusted cost
base
(4)
Outlays and
expenses (from
dispositions)
(5)
Gain (or loss)
(column 2 minus
columns 3 and 4)

3. Publicly traded shares, mutual fund units, deferral of eligible small business corporation shares, and other shares

(Note: If you have capital gains (or losses) on T5, T5013, T4PS and T3 information slips,
report them on line 17400 or line 17600.)

Publicly traded shares, mutual fund units, deferral of eligible small business corporation shares, and other shares
 Number  Name of fund/corp. and class of shares (1) (2) (3) (4) (5)
 200  XYZ Mutual Fund Trust of Canada 2016  3484.00  3040.00  70.00  374.00 
  Total 13199  3484.00  Gain (or loss) 13200  + 374.00 
T5, T5013 and T4PS information slips – Capital gains (or losses)  17400  + 330.00 
T3 information slips – Capital gains (or losses)
17600  + 750.00 
Total of all gains (or losses) before reserves
19100  + 1454.00 
Total capital gains (or losses)
19700  = 1454.00 
Multiply the amount on line 19700 by 50%. If the result is positive, enter it on line 12700 of your return. If negative (loss), read the instructions below.
Taxable capital gains
(or net capital loss) in 2022

19900  = 727.00 

If the result is negative (loss) do not report the amount on line 12700 of your return (the loss will show on your latest notice of assessment or reassessment). This helps you keep track of your net capital losses, which you may be able to use to reduce your taxable capital gains of other years. If you have a net capital loss in 2022 and would like to apply it against taxable capital gains you reported on your 2019, 2020, or 2021 return, get and complete Form T1A, Request for Loss Carryback. You can carry forward your net capital losses indefinitely and apply them against your taxable capital gains in the future.

Report a problem or mistake on this page
Please select all that apply:

Thank you for your help!

You will not receive a reply. For enquiries, contact us.

Date modified: