ARTICLE · 09 FEBRUARY 2016

Tax-filing Tips For Investors

Minden Gross LLP

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The annual tax-filing ritual is approaching. As our tax system gets ever more complicated, it's no longer prudent to leave your planning and preparation to the week before filing deadline on April 30.

CanadaTax

Samantha Prasad

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The annual tax-filing ritual is approaching. As our tax system gets ever more complicated, it's no longer prudent to leave your planning and preparation to the week before filing deadline on April 30. So get a head start on assembling all the slips and back-up documentation you'll need to get those lucrative credits and deductions. Here are some of the best tax-saving tips for investors.

Make the most of your losses

Did you trigger any investment losses in 2015? If so, you can file a "loss carryback" and claim the losses against previous years' capital gains. But before you do, you must use your losses to offset 2015 capital gains, if any, before you can go back to prior years.

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