精打细算请进：关于Mutual Fund报税的问题

Xbfeng

精打细算请进：关于Mutual Fund报税的问题
大家知道2008年的Mutual Fund大多跌了将近30%左右，可是我们都收到了银行发的T3表，在Capital Gain的栏目(Box 21)中还有正的数字是必须交税的(50%交税)，请问为什么不是Capital Loss而是Capital Gain？

usoon

我也有相同问题。

明明白白我的心

要卖掉了才算。

精打细算

Capital gain within a mutual fund.

6 y, }& p' D# r. P) m3 SWhen a fund manager manages it's fund, there would be buying and selling all the time. Unlike shares where you will not get your capital gain or lost until you sold your shares, mutual fund would realised it's gain the moment the fund manager dispose off any shares from within, and thus, the capital gain.
9 y) J. C/ b& r- s+ b: s2 q
Until when you sell of the entire mutual fund (sometimes refers as portfolio), your buying and selling is then calculated against it's ACB and any capital gain you had been taxed upon.

简约

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