If you received a T3 or T5 slip for a joint investment account, you can share the slip with others in your account. Here’s how:
- In the first return, enter all the boxes exactly as they appear on the T3 or T5 slip.
- Indicate the first person’s share of the income in the purple section at the bottom of the slip.
- Use the drop-down box to select who to share the slip with.
The slip will appear in both returns.