How to report investment income on 2018 tax returns

Your guide to tackling the tax on your investment success

Matthew Elder 12 March, 2019 | 5:00PM

Tax planning is an important element of investment strategy and can impact your portfolio growth.

Broadly speaking, a gain from selling a stock or other capital investment is taxed at a more favourable rate than interest income. Most dividend income also has a smaller tax hit. As with other types of income, how much tax you pay depends on your income level and province of residence.

The following is a summary of how to make the most of your investing success - and in some cases mitigate any losses - when preparing your 2018 income tax return. For the calculations in this article, we’ll refer to residents with a taxable income of $100,000.

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Matthew Elder

Matthew Elder