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Tax Reporting FOR INVESTORS

Your Personal T5013 Tax Slip

If you are a WCSB investor, your T5013 tax slip with respect to your investment is due to be sent to you on or before March 31, 2014. These T5013s are sent to you directly from your investment advisors' back office.  If you have not received your T5013 or if you require a reprint by April 5, 2014, please contact your investment advisor.

 

    In addition to your T5013, the following forms are used in preparing the tax deductions related to your investment in WCSB.  These forms are also available for download off the Canada Revenue Agency's website, www.cra-arc.gc.ca.

    • Form T1229 (Statement of Resource Expenses and Depletion Allowance)
    • Form T5004 (Claim for tax shelter loss or deduction)

     

    Important Links & Tax Related Information

     

    WCSB 2010-II FUND

    LINKS AND INFORMATION

    PDF DOWNLOADS

    OFFERING CLOSED: July 15, 2010
    TEI SALE COMPLETED: April 25, 2013

    TEI SHARES TRANSFERRED: Sept. 12, 2013
    DISSOLUTION DATE: December 29, 2013

    CUSIP: 94683V108

    FEDERAL TAX SHELTER: TS 076893

    WCSB 2010 FUND

    LINKS AND INFORMATION

    PDF DOWNLOADS

    OFFERING CLOSED: February 26, 2010

    TEI SALE COMPLETED: April 25, 2013

    TEI SHARES TRANSFERRED: Sept. 12, 2013
    DISSOLUTION DATE: December 29, 2013

    CUSIP: 92933G103

    FEDERAL TAX SHELTER: TS 075127

      WCSB 2009 FUND

      LINKS AND INFORMATION

      PDF DOWNLOADS

      OFFERING CLOSED:  September 29, 2009
      CRC SALE COMPLETED: October 28, 2011

      CUSIP: 92933G103

      FEDERAL TAX SHELTER: TS 075127

        WCSB 2008-II FUND

        LINKS AND INFORMATION

        PDF DOWNLOADS

        OFFERING CLOSED:  March 13, 2009
        CRC SALE COMPLETED:
        October 28, 2011

        CUSIP: 92928T102

        FEDERAL TAX SHELTER: TS 074401

            WCSB 2008-I FUND

            LINKS AND INFORMATION

            PDF DOWNLOADS

            OFFERING CLOSED:  August 24, 2008
            CRC SALE COMPLETED:
            October 28, 2011 

            CUSIP: 92928T102

            FEDERAL TAX SHELTER: TS 074401

                   


                  (1) Tax Summary Reports provide estimated issue cost deductions and other tax deductions for the current and future years. These reports are created for current funds only. Please refer to your personal T5013A each year to review the actual tax deduction amounts.

                  (2) Issue Cost Deduction letters are provided for our divested funds  and for the 2012 year and beyond.  Please note that any 2011 or previous year deductions were included on your personal T5013A tax slip.

                  (3) Please refer to the WCSB 2010 & 2010-II Fund Investor Update Re: Tax Reporting with respect to reporting the WCSB Oil & Gas Royalty Income 2010‐II Limited Partnership and WCSB Oil & Gas Royalty Income 2010 Limited Partnership special distributions distributed in the 2012 tax year.

                   

                  The information on this page is not to be considered tax advice. WCSB reminds you that each individual's tax and investment planning situation is unique and professional advice should always be received from a qualified tax and/or investment advisor. We strongly recommend that your consult with your tax advisor to determine the optimal use of these tax deductions as well as the impact to you, if any, with respect to either alternative minimum tax or cumulative net investment losses.