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EDV dividend and capital gains distributions. Expect T3 or T5?

  • Last Updated:
  • Dec 26th, 2019 3:18 am
[OP]
Deal Addict
Sep 19, 2009
1778 posts
606 upvotes
Toronto

EDV dividend and capital gains distributions. Expect T3 or T5?

Nice / unexpected capital gains distributions from Vanguard.
Image
Is it fair to expect ST Cap Gain & LT Cap Gain reported on T3, instead of regular T5 tax slips?
2 replies
Deal Addict
User avatar
Dec 8, 2010
2435 posts
866 upvotes
Pretty much anything that is a 'trust' will give a T3. So this should be on a T3. Why does it matter...?
Member
May 2, 2019
207 posts
186 upvotes
Vancouver
T5 supports optional box 18, "Capital gains dividends". There is no need for another form if you usually get a T5 for EDV.

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