16 June 2014 STEP Roundtable, 2014-0526581C6 - STEP CRA Roundtable - June 2014 - Q18 -- summary under Subsection 107(2.001)

Can a trust make the s. 107(2.001) election on a property by property basis? As there is no prescribed form, how is the election made? CRA stated:

…The words "a property" refers to a singular property, such that the election can be used in respect of only one property of all the property distributed. For example, if the property being distributed is shares of a corporation, the trust may elect in respect of a single share… .

As a prescribed form is not available for the election, a letter should be filed with the trust's … Return for the year the distribution occurs… . A list of the information that should be included in the letter is provided on page 31 of the 2013 T3 Trust Guide... .

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