Author Archives: AdjustedCostBase.ca

Annual Capital Gains PDF Reports on AdjustedCostBase.ca

AdjustedCostBase.ca includes a feature, available to AdjustedCostBase.ca Premium subscribers, for generating an annual report of all capital gains and losses incurred. This feature is only available to AdjustedCostBase.ca Premium subscribers.  The cost of the enhanced service is $49/year.  The basic features of AdjustedCostBase.ca remain completely free for Canadian investors. This report is generated as a […]

Streamlined Import of Return of Capital and Phantom Distributions and for Exchange Traded Funds (ETFs), Publicly Traded Mutual Funds and Trusts

AdjustedCostBase.ca has released a new feature that provides a fast and easy way for Canadian investors to import the tax information that impacts adjusted cost base and capital gains for many securities including Exchange Traded Funds (ETFs), Publicly Traded Mutual Funds and Trusts. This feature is only available to AdjustedCostBase.ca Premium subscribers.  The cost of […]

CRA Extends 2014 Income Tax Filing Deadline to Midnight Tuesday, May 5, 2015

The Canada Revenue Agency has announced that the tax filing deadline for submitting 2014 tax returns has been extended to midnight on Tuesday, May 5, 2015: On April 24, the CRA issued a communication to some Canadians that referred to an incorrect filing deadline for 2014 tax returns of May 5, 2015, rather than April […]

Adjusted Cost Base and Capital Gains for Stock Options

The tax consequences of investing with stock options on capital account are complex in comparison to directly investing in stocks.  The tax treatment is as widely varied as the different combinations of opening options transactions (buying/selling put/call options) and closing transactions (the options can expire, can be exercised, or can be bought/sold to close).  When […]

Applying the Superficial Loss Rule for a Partial Disposition of Shares

The superficial loss rule defines certain circumstances when capital losses are denied.  The details of the superficial loss rule are discussed here: What Is the Superficial Loss Rule? Here we’ll expand on the superficial loss rule by discussing some cases when a loss can be partially denied instead of being denied in full. When the […]