“I own what?” Get ready for income trust confusion Advisor.ca
If you owned Income Trust Units, the shares issued in exchange may have completely different naming...make sure to check your next statement of account from your brokerage firm to determine how many shares you received for the units you owned. If you have paperwork from the Unit Trust that explains the transaction, please give that paperwork to your tax preparer, they will need it.
“I own what?” Get ready for income trust confusion | Advisor.ca
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