17 May 2016 External T.I. 2014-0546831E5 - Electing mutual fund trust's income -- summary under Subsection 132.11(3)

A mutual fund trust (“electing MFT”) which had elected under s. 132.11(1) to have a December 15 taxation year-end, first acquires a beneficial interest in an underlying trust in late December (i.e., after its December 15, 201x taxation year-end) and before an income distribution by the underlying trust on its December 31, 201x taxation year-end. Would s. 132.11(3) require inclusion of this income in the electing trust's December 15, 201x taxation year? CRA responded:

[S]ubsection 132.11(3) applies where the electing MFT first acquires a beneficial interest in another trust after December 15 but before the end of the calendar year. The income distributed to the electing MFT will be included in its December 15, 201x income and will not be included in its subsequent taxation year.

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d7 import status
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Drupal 7 entity ID
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