Taxable Income Report - More Info & Guidance especially for AMIT statements
On the Taxable Income Report, on pop-up for 'Enter Statement Components', there is not much information and this is quite difficult to match with the components from an AMIT statement. As someone who just invests in ETF's, I want this to be as simple and easy to enter as possible. It would be useful if there was more guidance (help pop-ups or similar) on each component. I took some notes myself from what I could figure out. I don't know if these are strictly correct, but it would have been really useful if I has some sort of note like this in the form, each component listed; For AMIT statements, the following sections should generally be left as 0; Tax Deferred Non Assessable Interest Also; Capital Gains is a total of all the NON-Discounted gains listed in the Capitcal Gains section on the AMIT statement. The AMIT CGT gross up amount is also under this same section