Tax Details—Income Fund Accounts
This screen is the same as the Tax Details screen described in the previous section except non-required columns have been removed and information is displayed for income type accounts only, such as RRIF, LIF, LRIF, PRIF, RLIF.
To view Tax Details—Income Fund Accounts
2. Select Tax Details - Income Fund Accounts from the Book of Business list. The Tax Details - Income Fund Accounts screen appears.
3. See the previous section for more functionality for this screen.
Description of Tax Details - Income Fund Accounts Columns
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Account | Account number. |
Income | Gross annual income from the KYC attached to the plan account. |
Age Jan.1 | Age of the plan account's primary owner as of Jan.1 and portfolio date's year. Available only for all nominee name plan accounts. |
Current Year | For TFSA accounts only. Displays the current year 'Contribution' amount. |
Previous Year | For TFSA accounts only. Displays the previous year 'Contribution' amount stored for the account. |