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多谢各位的帮助。这几天做了些功课,这里总结一下,希望对大家有用。不对的地方请指正。

本文发表在 rolia.net 枫下论坛(1) Capital Loss won't show up in Line127; in other words, if negative figure in Line 199 of Schedule 3 then this negative figure won't show up in Line 127. This answers my original question of "why Ufile Result does not show any capital losses".

(2) To carry current year Capital Loss to previous years, fill form T1A. For details, see Chapter 5 of Form 4037: http://www.cra-arc.gc.ca/E/pub/tg/t4037/t4037-e.html. As to how to do it in Ufile, see 马上有钱's response at 4.19 21:42.

(3) Last step is a little tricky: you won't see corresponding tax refund right away. Tax software won't show corresponding refund anywhere on current year tax return. After you file your current year tax return (with the T1A form completed asking to carry your loss back to last year’s return) CRA will reassess your previous years' taxes and mail you a cheque separately along with a new Notice of Assessment for the previous years. In other words, the T1A form is processed separately from your current year taxes. (I am not quite sure, here is my information source: http://canuckbusiness.wordpress.com/2011/11/22/what-do-i-do-with-a-capital-loss/. Can anybody who experienced this before confirm?)更多精彩文章及讨论,请光临枫下论坛 rolia.net
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Replies, comments and Discussions:

  • 枫下家园 / 钱财税务 / 请教,用Ufile怎么报Capital Loss?
    我前年和去年有Captial Gain, 用Ufile报很简单。但今年有Capital Loss, 我还在同一个地方填 (see screen shot), 但"Result"里根本不显示任何Capital Loss, 是我哪儿没做对? 另外,我知道Capital Loss只能用来抵Capital Gain, 在哪儿我可以填今年准备用来抵Capital Loss的Capital Gain?多谢了。

    • 第一项不就是吗?填入卖出和买入,最后在tax result那看到用()括起来的就是capital loss啊
      • 我就是在第一项里填的(see attached screen shot, there are 13 entries), 但最后结果里没有任何Capital Loss, 奇怪。真的没有什么别的地方需要动一下吗?
    • 填Form T1A, Request for Loss Carryback表. 用2013年的Net capital Loss来抵扣前3年(2010,2011,2012)的Capital Gains.(你要找前几年的报税表,查出那几年的capital gains是多少)
      具体来说就是填Form T1A, Request for Loss Carryback表中Section III – Net capital loss for carryback.如果还有loss多,可以carry forward以后再抵扣未来年份的capital Gains.
      • 请问在Ufile里怎么找到Form T1A? 这里是Ufile Initial Interview Setup screen shot,我缺勾哪一项吗?


        • 很抱歉,我不用软件报税.
    • 看,这是我的Ufile结果,Capital Gain 一项是空白,但在我最初帖子的screen shot里可以看见我填了13项capital gain/loss entries.


      • 我认为电脑结果是对的,因为你只有Net Capital Loss,是不会产生数字(或不能自己直接填LOSS)到127栏里的,你的Net Capital Loss结果会出现在schedule 3最下端的199栏里.CRA会在NOA中告诉你有多少UNUSED Capital Loss,用于以后抵Capital Gain用.
        • 多谢。我给Ufile Support发了个message, 看他们能不能告诉我在哪儿填。
    • 看图,先在SETUP设定


      我倒想请教你的表中我倒想请教你的表中 percentage ...指什么?
      • Thanks a lot. I did per your instruction and it worked. I am not sure what you mean "percentage", but I split 50/50 losses with my wife so for each trade record I enter 50%, is that what you refer to?
    • 多谢各位的帮助。这几天做了些功课,这里总结一下,希望对大家有用。不对的地方请指正。
      本文发表在 rolia.net 枫下论坛(1) Capital Loss won't show up in Line127; in other words, if negative figure in Line 199 of Schedule 3 then this negative figure won't show up in Line 127. This answers my original question of "why Ufile Result does not show any capital losses".

      (2) To carry current year Capital Loss to previous years, fill form T1A. For details, see Chapter 5 of Form 4037: http://www.cra-arc.gc.ca/E/pub/tg/t4037/t4037-e.html. As to how to do it in Ufile, see 马上有钱's response at 4.19 21:42.

      (3) Last step is a little tricky: you won't see corresponding tax refund right away. Tax software won't show corresponding refund anywhere on current year tax return. After you file your current year tax return (with the T1A form completed asking to carry your loss back to last year’s return) CRA will reassess your previous years' taxes and mail you a cheque separately along with a new Notice of Assessment for the previous years. In other words, the T1A form is processed separately from your current year taxes. (I am not quite sure, here is my information source: http://canuckbusiness.wordpress.com/2011/11/22/what-do-i-do-with-a-capital-loss/. Can anybody who experienced this before confirm?)更多精彩文章及讨论,请光临枫下论坛 rolia.net
      • One more web link to clarify (3) in my summary: http://canadianmoneyforum.com/archive/index.php/t-92.html (see the last post)
      • Last web link for (3) of my summary: