Frequently Asked Questions

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  Q  What other deductions am I entitled to that are not reported on the T-5013A?
  A  "Unamortized issuance costs" for a particular partnership offering are reported on the corresponding "Rollover Tax Guide" which can be found in the "Investor Info/Tax Info" section of our website. The amounts are calculated in the year the partnership rolls over to the mutual fund and reported in the corresponding rollover guide.

For example, if you purchased Canada Dominion 2004 (which rolled over to the mutual fund in 2006), you would need the rollover tax guide prepared for Canada Dominion 2004 for the 2006 tax year. In the guide, you will find a schedule and instructions on how to claim those issue costs over the next 3 to 5 years (depending on which partnership you purchased). If you were unable to claim the unamortized issue costs for a given tax year, simply fill out a T1 Adjustment Request Form (provided by the CRA) to claim the appropriate amounts for the corresponding tax year. It is not necessary to refile your entire tax return.
 
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