A taxpayer has two T5008s.
(1)
Issuer: TD INVESTMENT SERVICES INC.
Security: TD US MONTHLY INCOME FUND US
(2)
Issuer: FIDELITY INVESTMENTS CANADA ULC
Security: FIDELITY GLOBAL BALANCED CLASS PORTFOLIO US
I have asked this taxpayer if they held foreign property in the past and they said no. They also checked with their bank.
However, I saw these slips above for the year 2022. One slip alone has a cost (box 20) of above $100k.
Can anyone comment?