Investors > Tax Information
Overview
Distributions
Tax Information
Financial Reports
Other Regulatory Documents
Analysts
FAQs
Presentations
Income Fund 101
Email Requests

Tax Information

Canadian Taxation

What is the taxability of Trimac distributions for 2008?
The following information is provided to assist individual Canadian resident unitholders with 2008 income tax reporting. It is not intended to constitute legal or tax advice to any holder or potential holder of Trimac units. Readers should consult with their legal or tax advisors as to their particular tax consequences of Trimac units.

Units held in a registered account:
Canadian unitholders who held Trimac units in a Registered Retirement Savings Plan, Registered Retirement Income Fund, Registered Education Savings Plan or Deferred Profit Sharing Plan are not required to report any amount on their 2008 T1 Income Tax Return.

Units held in a non-registered account:
Canadian unitholders who held Trimac units in a non-registered account should have received a T3 Supplementary tax slip postmarked on or before March 31, 2009. Registered unitholders will receive T3 slips directly from Trimac’s transfer agent,
Computershare Trust Company of Canada. Beneficial unitholders who hold Trimac units through a broker or other intermediary will receive T3 slips from their broker or other intermediary.

For the 2008 tax year, Trimac has determined that distributions received by Canadian resident unitholders are 100 percent taxable income with no return of capital. Accordingly, the 2008 distributions should be reported as "Other income" and included in Box (26) of the T3 slip. 

T3 Tax Information
(2008 Statement of Trust Income Allocations and Designations)

Archived T3 Tax Information
(2007 Statement of Trust Income Allocations and Designations)
(2006 Statement of Trust Income Allocations and Designations) 
(2005 Statement of Trust Income Allocations and Designations)