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Tax Reporting Correction Form
Please select the tax year:
Please indicate your taxpayer status:
U.S. taxpayer
Canadian taxpayer
Non-U.S. taxpayer
Please select the type of correction: (check all that apply)
1099-B Proceeds stock/equity transactions
Box 2: Gross Proceeds
Box 4: Income Tax Withheld
Box 5: No. of Shares Exchanged
Box 6: Class of Stock Exchanged
Exemption from Reporting
1099-B for Futures profit and loss
Box 1: Realized Profit and Loss
Box 2: Aggregate Profit and Loss
Box 3: Interest Income
Box 4: Commissions Paid
Exemption from Reporting
1099-INT Securities account interest income
Box 1: Interest Income
Box 2: Early Withdrawal Penalty
Box 4: Income Tax Withheld
Box 6: Foreign Tax Paid
Box 7: Country of Origin for Box 6
Exemption from Reporting
1099-DIV Dividends and Distributions
Box 1a: Ordinary Dividends
Box 1b: Qualified Dividend
Box 2a: Capital Gains
Box 2b: Non-Taxable Distribution
Box 2c: Section 1202 Gain
Box 3: Non-taxable Distribution
Box 4: Income Tax Withheld
Box 5: Investment Expense
Box 6: Foreign Taxes Paid
Box 7: Country of Origin for Box 6
Box 8: Cash Liquidation Distr.
Box 9: Non-Cash Liquidation Distr.
Exemption from Reporting
1099-MISC Miscellaneous Income
Box 8: Substitute Pay in Lieu
Exemption from Reporting
1099-OID Original Issue Discount
Box 1: Original Issue Discount
Box 2: Other Interest
Box 4: Income Tax Withheld
Box 7: Investment Expenses
Exemption from Reporting
1099-R Distributions from IRAs
Box 1: Gross Distributions
Box 2a: Taxable Amount
Box 4: U.S. Tax Withheld
Box 7: Distribution Code
Box 9a: Distribution Percentage
Box 9b: Employee Contributions
Exemption from Reporting
5498 IRA Contribution Information
Box 1: IRA Contributions
Box 2: Rollover Contributions
Box 7: IRA account type
Box 8: SEP Contributions
Box 10: Roth IRA Contributions
Box 11: RMD
Exemption from Reporting
Tax Identification Number / Tax Payer Status
Incorrect SIN, SSN, ITIN, or EIN
Tax-exempt person or entity
1042-S Foreign Person's US Source Income
Box 1: Income Code
Box 2: U.S. Income Amount
Box 5: Withholding Tax Rate
Box 7: U.S. Tax Withheld
Exemption from Reporting
T3 Statement of Trust Income
Box 21: Capital Gains
Box 30: Other Eligible Dividends
Box 49: Eligible Dividends
Box 50: Taxable Amount of Box 49
Box 51: Dividend Tax Credit
T5 Statement of Investment Income
Box 10: Canadian Source Divs.
Box 11: Taxable Dividends
Box 12: Federal Div. Tax Credit
Box 13: Canadian Source Interest
Box 14: Other Canadian income
Box 15: Foreign Income
Box 16: Foreign Taxes
Box 17: Canadian Source Royalties
Box 18: Capital Gain Dividends
Box 20: Resource Allowance
T5008 Statement of Securities Transactions
Box 11: Recipient Type
Box 12: Recipient ID Number
Box 13: Foreign Currency
Box 15: Security Type
Box 16: Quantity of Securities
Box 17: Security Identification
Box 18: ISIN/CUSIP
Box 19: Face Amount
Box 20: Cost or Book Value
Box 21: Proceeds of Disposition
RL-3 Investment Income
Box A1: Eligible Dividends
Box A2: Ordinary Dividends
Box B: Canadian Source Dividend
Box C: Dividend Tax Credit
Box D: Interest
Box E: Other Canadian Income
Box F: Foreign Investment Income
Box G: Foreign Income Tax
Box H: Canadian Royalties
Box I: Capital Gains Dividends
Box J: Security Identification
1042-S Foreign Person's US Source Income
Box 1: Income Code
Box 2: U.S. Income Amount
Box 5: Withholding Tax Rate
Box 7: U.S. Tax Withheld
Exemption from Reporting
Tax Identification Number / Tax Payer Status
Incorrect SIN, SSN, ITIN, or EIN
Tax-exempt person or entity
Security Details:
Form
IB Underlying
Exchange
Transaction Date
Reason for correction
Reason for correction:(Add any extra information here)
