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Tax Reporting FOR INVESTORS

T5013A Statement of Partnership Income for Tax Shelters & Renounced Resource Expenses

If you are a WCSB investor, your T5013A tax slip with respect to your investment is due to be sent to you on or before March 31, 2012. These T5013A's are sent to you directly from your investment advisors back office.

  • If you have not received your T5013A by April 5, 2012, please contact your investment advisor.
  • If you require a reprint of your T5013A, please also contact your investment advisor.
  • Investment advisors requiring reprints or new copies of their clients tax slips should contact their back-office.

  

 

Tax Filing Guide for the 2011 Taxation Year

To assist you in claiming your 2011 tax deduction from your investment in WCSB, please review the WCSB Tax Filing Guide for the 2011 Taxation Year. 

 

In addition to your T5013A, 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)

 

 

Issue Cost Deductions and Tax Summary Reports for 2010 and Beyond

The following Tax Summary Reports provide estimated issue cost deductions and other tax deductions for the current and future years.  Please refer to your personal T5013A each year to review the actual tax deduction amounts.

 


Annual Tax Factors 

Below please find our tax factors for the 2011 and 2010 taxation years.  These tax factors are also posted on the CDS Clearing and Depository website.

 

 WCSB 2010-II Fund
 WCSB 2010-I Fund
 WCSB 2009 Fund                                        
 WCSB 2008-II Fund 
 WCSB 2008-I Fund

 

 

 

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.