T5008: Statement of Securities Transactions
T5008 is the Canada Revenue Agency information return that reports the disposition of securities. Traders and dealers issue the slip; investors use the figures to report capital gains or losses on the T1 return.
This is the genuine CRA PDF, unmodified. Source: CRA official page.
What is T5008?
T5008, Statement of Securities Transactions, is a Canada Revenue Agency information return that reports purchases, sales, redemptions and other dispositions of securities such as shares, bonds, units and options. Every trader or dealer in securities, and anyone who buys or sells securities as a business, must report the transactions on a T5008 slip and file the accompanying T5008 Summary with the CRA. The recipient receives a copy to help complete their own tax return.
T5008 is a dynamic PDF that the CRA publishes in Adobe XFA format. It does not fill in a web browser, so it will not display in the in-browser editor or quick-fill form here. Download it and open it in Adobe Acrobat Reader to complete the fields, then print or file it as directed.
Who files T5008?
- Investment dealers, brokers and mutual fund dealers that dispose of securities for clients
- Trustees, transfer agents and issuers involved in securities redemptions
- Anyone who trades or deals in securities as a business
- Investors who receive a T5008 slip and report the proceeds on their tax return
How to fill out T5008
- Download the form and open it in Adobe Acrobat Reader, since it is a dynamic PDF that will not fill in a browser.
- Enter the recipient details and the identifying account information.
- Record each security, the quantity, the type of income and the proceeds of disposition.
- Complete the cost or book value fields where required, and prepare the T5008 Summary.
- File the slips and summary with the Canada Revenue Agency and give a copy to each recipient.
Get T5008
This is a dynamic PDF from CRA: it only fills in correctly in Adobe Acrobat Reader, so there is no in-browser fill here. Download the genuine T5008 below and open it in the free Adobe Acrobat Reader to complete and save it.
Download the official T5008 PDFFrequently asked questions
Why will T5008 not fill in my browser?
T5008 is a dynamic Adobe XFA PDF that the CRA publishes for Adobe Reader. Browsers and most PDF viewers show it blank, so you must open it in Adobe Acrobat Reader to enter your information.
I received a T5008 slip. What do I do with it?
Use the amounts on the slip to report your capital gains or losses, or business income, on your T1 return. Keep the slip with your records; you do not send it back to the issuer.