T5 - Statement of Investment Income

Entering this Amount

Entering T5 slip information

The T5 slip - Statement of Investment Income reports investment income.

Frequently Asked Questions

What is reported on T5 slips?

T5 - Statement of investment income - definition

T5 slips show income from investments such as stocks, bonds, mutual funds, annuities, and bank accounts. This income includes taxable dividends, royalties, interest, accrued income, and capital gains dividends.

What if I have joint investments with my spouse?

What if have joint investments with my spouse?

If the investment reported on your T5 is a joint investment with your spouse or common-law partner, enter your percentage of the investment in the first box. For each box that applies to you, enter the full amount from your T5 slip; only your portion is transfered to your return. If you are preparing a coupled return, your spouse's portion is transferred to his or her return.

Note: Although this amount does not appear in your spouse's T5 entry window, do not re-enter it there. It has been included on his or her INVEST worksheet.
What is the Other boxes button for?

What is the Other boxes button for?

The Other boxes button opens a secondary window where you can enter the amounts from less-used boxes.

What if the T-slip amounts are not in Canadian dollars?

What if amounts are not in Canadian dollars?

If there are any amounts, for example on a T-slip or a stock sale, that are reported in a foreign currency (e.g. in U.S. dollars), you must convert them to Canadian dollars before you enter them.

Enter income that is not on a T-slip, including US social security, in the Foreign T-Slips and Receipts entry screen. Do not convert these amounts to Canadian dollars. TurboTax converts the amounts automatically based on the exchange rate you enter.

Where do I get the exchange rate?

Where do I get the exchange rate?

If you received the amount on a certain day and you know the exchange rate for that day, use it. For example, if you received a capital gain, use the rate at the time the gain was realized.

However, if you received the amount over time, use the average exchange rate over the period (daily, monthly, or annually) in which the income was earned. To find the average exchange rate, To find the average exchange rate, see the Bank of Canada's Exchange Rates web page..

Where do I enter royalties shown in box 17?

Where do I enter royalties shown in box 17?

If you received royalties, click the blue area for box 17Other Boxes button to enter them.

Related information
Reporting foreign income
Form T936 - Calculation of Cumulative Net Investment Loss