Lovell: If you submit a withdrawal request before the end of the year, Questrade can certainly assist you with backdating the entry
me: what do you mean? so If I submit the request today, CRA will consider I withdraw from TFSA today?
Lovell: If client places a withdrawal request on December 31, 2013 but it is processed in January, we will back date as 2013 withdrawal.
Me: what if my funds are in stocks, not cash?
Me: is it still possible to make 2013 withdrawl?
Lovell: You mean transferring positions from your TFSA to another Questrade account?
Me: yes, like to margin. or just sell my position and withdraw to my bank account
Lovell: Yes we will back date it for you.
me: what do you mean? so If I submit the request today, CRA will consider I withdraw from TFSA today?
Lovell: If client places a withdrawal request on December 31, 2013 but it is processed in January, we will back date as 2013 withdrawal.
Me: what if my funds are in stocks, not cash?
Me: is it still possible to make 2013 withdrawl?
Lovell: You mean transferring positions from your TFSA to another Questrade account?
Me: yes, like to margin. or just sell my position and withdraw to my bank account
Lovell: Yes we will back date it for you.