FAQ: How are my distributions taxed?

All distributions will be listed in your addy account in two locations: The wallet tab and your portfolio. If you receive more than a penny in taxable distributions from any addy, we will prepare and upload the appropriate tax documents at tax time. There are multiple types of distributions you can receive from addy, each with it’s own tax implications

1. Return of Capital

There is no tax slip issued and you must track this for yourself.

2. Capital Gain or Loss

There is no tax slip issued and you must track this for yourself and report this yourself.

3. Business Income

A T5 will be issued by the Corporate entity you are an owner in by the last day of February, if you invested in a Corporation and that entity paid business income to you in the prior calendar year.

A T5013 will be issued by the Partnership entity you are an owner in by March 31, if you're invested in a GP/LP (partnership) and that entity issued business income in the prior calendar year.

4. Rental Income

A T5 will be issued by the Corporate entity you are an owner in by the last day in February, if you invested in a Corporation and that entity paid you rental income in the prior calendar year.

A T5013 will be issued by the Partnership entity you are an owner in by March 31, if you’re invested in a GP/LP (partnership) and that entity paid you business income in the prior calendar year.