All Questions
3
questions
1
vote
1
answer
294
views
Do you use the trade date or settlement date for CRA reporting capital gains, especially for exchange rates?
Suppose you engage in the following investment transactions while a Canadian resident:
(Buy MSFT) Trade Date: Jan 1st. Settle Date: Jan 3rd.
(Sell MSFT) Trade Date: Jan 10th. Settle Date: Jan 12th.
...
- 1,570
1
vote
2
answers
142
views
Should I sell/transfer an investment and pay capital gains tax, if it means investing it most wisely?
I married someone with about 100k in an investment portfolio that I do not think aligns with our financial objectives. I want to transfer this to a new joint portfolio (new institution too), but doing ...
- 113
9
votes
1
answer
14k
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How many days do I have to hold a stock before it is considered a capital gain by the CRA?
I want to sell a Canadian stock from my investment account that I bought a month ago. The stock makes about 20% gain and I am afraid it might go down in the future. If I sell it now, will Canada ...
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