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Bald Eagle

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  1. My wife and I have a joint investment account in trust with our bank. It was set up in 2016 and not ever having a trust account before I screwed up my return and the subsequent 3 years. When the question came up on the T3 about how I wanted the info split I left the space blank...whereas I should have answered "50% for me" and "Yes" to the balance to be transferred to my spouse. I redid the 3yrs to see what the result would be and found that we would owe approximately $46 to the CRA. That in itself is not significant but it changes a lot of info on both returns. Can the CRA handle this or do I have to submit a line by line changes which would be a TOTAL nightmare.

    Desperate !!!!!!!

    My wife and I have a joint investment account in trust with our bank. It was set up in 2016 and not ever having a trust account before I screwed up my return and the subsequent 3 years. When the question came up on the T3 about how I wanted the info split I left the space blank...whereas I should have answered "50% for me" and "Yes" to the balance to be transferred to my spouse. I redid the 3yrs to see what the result would be and found that we would owe approximately $46 to the CRA. That in itself is not significant but it changes a lot of info on both returns. Can the CRA handle this or do I have to submit a line by line changes which would be a TOTAL nightmare.

    Desperate !!!!!!!

  2. My wife and I have a joint investment account in trust with our bank. It was set up in 2016 and not ever having a trust account before I screwed up my return and the subsequent 3 years. When the question came up on the T3 about how I wanted the info split I left the space blank...whereas I should have answered "50% for me" and "Yes" to the balance to be transferred to my spouse. I redid the 3yrs to see what the result would be and found that we would owe approximately $46 to the CRA. That in itself is not significant but it changes a lot of info on both returns. Can the CRA handle this or do I have to submit a line by line changes which would be a TOTAL nightmare.

    Desperate !!!!!!! I am a very senior newbie and know not what I am doing!!!

  3. My wife and I have a joint investment account in trust with our bank. It was set up in 2016 and not ever having a trust account before I screwed up my return and the subsequent 3 years. When the question came up on the T3 about how I wanted the info split I left the space blank...whereas I should have answered "50% for me" and "Yes" to the balance to be transferred to my spouse. I redid the 3yrs to see what the result would be and found that we would owe approximately $46 to the CRA. That in itself is not significant but it changes a lot of info on both returns. Can the CRA handle this or do I have to submit a line by line changes which would be a TOTAL nightmare.

    Desperate !!!!!!!

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