BMart

Interesting, reading that CRA website/post, it would imply that I should actually follow Option 3, since it says to report your net gain or loss in Canadian dollars. I'll take both you and Geo's word for it though and hope that in summary it's like this: - enter USD currency, USD amounts, and USD -> CAD exchange rate in UFile software (against what that CRA article recommends) - but then UFile will use that information and convert it all to CAD amounts in the actual report that gets filed to CRA (in favour of what that CRA article recommends) @Geo123 Regarding what you suggested, that's helpful I'll do that - thanks! Thanks to both of you for your time.

Hi Geo, I can't see your photo unfortunately. It's quite blurry, but it sounds like you're telling me I need to follow option #1 that I described, except fill out all 3 FX boxes instead of just the 1. Do you have any tips on figuring out the different FX rates? I looked into my questrade documents and it doesn't show anywhere. Do I need to try and look up the date I first bought the stocks, then go check the FX rate on that specific date, and do that for the date I sold as well? What about multiple different dates buying and selling of the same stock? Thanks!

Hello, I'm curious about how we should be entering our T5008 information and would like to use the example attached. Summary Trade was made via Questrade, in US Dollars As such, Box 13 says USD Boxes 20 and 21 were automatically filled out by NETFile (from the T5008 that Questrade would have sent to CRA) Those 2 amounts are in USD There is an option to input an exchange rate (no box number) in UFile Which option below is more appropriate? Option 1 Leave Box 13 as USD Leave boxes 20 & 21 as the USD amounts Enter an exchange rate in UFile Will UFile use the USD amounts & Exchange Rate to automatically do the conversion to CAD for final submission to CRA? Option 2 Leave Box 13 as USD Enter an exchange rate in UFile Manually use that exchange rate to calculate new amounts for boxes 20 & 21 (to be CAD) If this option is used, I would hope the Box 13 "USD" and Exchange Rate is not double counted somehow, but more-so just as "FYI"s to the newly manually calculated CAD amounts. Can you confirm? Option 3 Don't enter an exchange rate Manually use an exchange rate to calculate new amounts for boxes 20 & 21 (to be CAD) Change Box 13 to Blank / CAD In this option, there would be no risk of double conversions as I would simply be entering the correct CAD information, but it seems wrong. Thanks.

Hi Geo, Steps 1-3 didn't work but #4 (clearing the cache) did! Thanks for the help I really appreciate it. Cheers

Did you ever figure this out? I'm having the exact same issue.

At the bottom of the system it shows 2 errors identified saying "Both fields must be filled." Unfortunately it doesn't say what page it's on and when I click the hyperlinked "Click here to fix" it does nothing (doesn't go to whatever page has the issue). If I go to Section 3 ("Review" Tab) and click on the error from there, it just freezes the system on a loading loop forever until I quit out. I'm afraid I might have to restart everything somehow, which will erase the last 6 hours of work, so I'm hoping UFile can look into the system issue it's having. Thanks.