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|    can.taxes    |    All that "free" healthcare has a price    |    23,408 messages    |
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|    Message 22,963 of 23,408    |
|    Sharx35 to All    |
|    Re: Override Capital Gain subtotal in Sc    |
|    12 Apr 15 18:08:58    |
   
   From: sharx35@hotmail.com   
      
   wrote in message   
   news:8dd0d41c-020d-4101-bb65-fecd9806d0e9@googlegroups.com...   
      
   For it's Personal Portfolio Services (let's leave the cost/benefit of this   
   for another conversation!!), CIBC Wealth Management provides an annual   
   "Client Tax Satement - Gains (Losses) from Sale of Securities". There is a   
   long list of transactions and related particulars, but there is also a   
   overall Gain(Loss).   
      
   In previous years, I was able to enter this the overall Gain into Schedule 3   
   as the subtotal "Gain (or loss)" for Section/Paragraph#3 ("Publicly traded   
   shares, mutual funds, etc..."). I could do this because I was either   
   completing the paper returns manually or using a spreadsheet-based return   
   known as MyTax (MyTax lets me punch in the number).   
      
   I moved to StudioTax this year because MyTax 2014 is not available. In   
   StudioTax's Schedule 3, the subtotal "Gain (or loss)" for   
   Section/Paragraph#3 is a "computed field", and I cannot directly enter the   
   overall Gain. Instead, the form requires all the particulars for each   
   transaction, and the fields do not match those in the CIBC statement.   
      
   Is there a way to override the computed field so that I can directly enter   
   the overall Gain from the CIBC statement? I do not consider it feasible for   
   me to figure out what has to go into the form otherwise. In previous years,   
   I've tried a number of times to delve into the technicalities of how to   
   generate the required data from the CIBC data, and it is a neverending   
   labyrinth. I suspect that forensic accountants might be able to figure it   
   out with sumpreme effort, but that's hypothetical scenario is not helpful in   
   this reality.   
   ----------------------------------------------------------------   
   ---------------   
      
   CRA simply wants to know WHAT company's shares you sold, how many of them,   
   what you netted for them, what their net cost was, what year you bought them   
   in, date you sold them on. ALL that information   
   was supplied by my broker, BMO Nesbitt Burns. Take up your battle with your   
   broker/rep.   
      
   --- SoupGate-Win32 v1.05   
    * Origin: you cannot sedate... all the things you hate (1:229/2)   
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