Company & Teams Information & Learning Products & Performance Tax Tips & Info News & Industry Info Contact Info

This web page was designed for our Jov Flow-Through investors in order to assist them in realizing a 2010 tax deduction from their investment in our flow-through offerings.

Click here to view the Canadian Revenue Agency's information on flow-through investments: www.cra-arc.gc.ca

 

T5013A Tax Slips


If you are a Jov Flow-Through investor, your T5013A Tax Slip will be sent to you on or before March 31st, 2011 directly from your Investment Advisor's back office.  Please be advised that Jov Flow-Through does not keep investor information and therefore does not produce the tax slips in-house.  If you have not received your Form T5013A by April 5th, 2011, please contact your investment advisor or client services directly at info@jovflowthrough.ca

 

Form T5013A Tax Filing Guide & Sample Forms

  Form T5013A Filing Instructions

  Sample Form T5013A - T1 General

  Sample Form T1-08 Schedule 3 - Claim for Capital Gains (losses)

  Sample T1229 - Statement of Resource Expense & Depletion Allowance

  Sample T5004 - Claim for Tax Shelter Loss or Deduction


Adjusted Cost Base & Capital Gains per Limited Partnership Unit


Please note that any sale of flow-through shares that were purchased earlier in the year or in the year prior will create a capital gain.

To calculate the capital gain owing on your investment for the 2010 taxation year multiply the capital gains per limited partnership unit ("LPU") by the number of units you hold in your investment.  This amount is also reflected in your T5013A for the 2010 taxation year. 

 

ACB

per LP Unit

Capital Gains

per LP Unit

 

Date of Rollover

Jov 2009       $15.4621  
     $0.72917
  February 15, 2011
Jov 2009 QC       $7.45963  
     $4.84
  September 30, 2011
Jov 2008-II       $11.61152  
     $15.44
  October 22, 2009
Jov 2008       $4.96753  
     $3.07
  September 30, 2009
Jov 2007       $7.47478        $0.70   September 30, 2009

NOTES:

These Funds have now rolled over and calculations shown are as at the time of rollover. For further information on the Mutual Fund ACB please visit Rolled Funds under Products and Performance or click here for a complete list of rolled funds and calculations.

 

Summary of Issue Cost Deductions


 Jov 2009
  Jov 2009 QC
  Jov 2008-II
  Jov 2008
  Jov 2007
 
Jov Flow-Through reminds you that each individual's tax and investment planning situation is unique and professional advice should always be received from a qualified tax and/or investment advisor. We strongly recommend that you consult with your tax advisor to determine the optimal use of these tax deductions as well as the impact to you, if any, with respect to either alternative minimum tax or cumulative net investment losses.


PRIVACY POLICY | LEGAL