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Level 3
January 15, 2024
Question

Rights and things adjustment

  • January 15, 2024
  • 0 replies
  • 3 views

I did a rights and things return for a taxpayer who died in 2019.  It was for OAS and CPP and I filed it before the deadline. I also prepared the final return, received the assessment, taxes were paid and all of the funds were disbursed. Now, the taxpayer's estate received money from a demutualization of an insurance company.  Should I adjust the rights and things return for this?  The estate return? Any information would be appreciated!

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