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Help on filing T3 after father's passing
August 27, 2023
4:09 pm
Forum Posts: 1
Member Since:
March 28, 2016
sp_UserOfflineSmall Offline

Hello all,
I have somewhat of a related question and seek advice on filing T3 under these circumstances:
-My father passed Dec 2021. Final T1 filed in 2022.
-There were GICs that matured into my parent's joint bank account after death in 2022.
-My mother is joint owner and beneficiary. The T5s were reported on her 2022 income tax return due to being in low tax bracket.

Could you please advise on what additional forms and information are needed with the T3 RET and T183 Trust to reflect this? I have located T3 SUM, T3 SCH 8 and T3 SCH 9.

Thank you in advance!

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