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Dividends and Distributions
IRS form used to report dividends and other distributions from investments.
Annual Return/Report of Employee Benefit Plan
Joint IRS/DOL form used by employee benefit plan administrators to report information about the plan's financial condition, investments, and operations.
Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments
IRS form used by taxpayers to report their holdings and deferred gains in Qualified Opportunity Fund investments on an annual basis.
Capital Gains and Losses
IRS form used to report capital gains and losses from the sale of investments and other capital assets.
Registered Investment Income Tax Return
CRA income tax return for registered investments such as those held in RRSPs, RRIFs, or DPSPs.