Forms & Schedules

Schedule 4 Tax Form: Investment Income in Canada

What is the purpose of the CRA’s Schedule 4 tax form?

Also called T2 Schedule 4, this form is used to calculate your investment income and expenses. You would use this form to declare:

  • The taxable amount of dividends (eligible and other than eligible) from taxable Canadian corporations
  • Interest and other investment income (including income from foreign sources)
  • Net partnership income (loss)
  • Carrying charges and interest expenses

Click here to view the form.

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