F8621 and NR4

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F8621 and NR4

Post by mpgriesi1 » Thu Apr 05, 2018 1:04 pm

F8621 reporting

1) I receive a NR4 form showing dividend income i believe from my non registered CI funds. This amount shows different than what I show as a gain on the funds from the begining of year. On my US tax form where do i enter the information from the NR4 receipt?

2) I have determined that I had unrealized gains year over year and have entered this information by fund on 7 different F8621 forms. Where on the 1040 tax form is this gain reported. There is an area in Turbo tax to show these gains but do i add this to my income even though i have not sold the funds or realized these gains.

Thank you

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