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(2023)
Line 5 Distributions from balanced mutual funds before partial exemption
Enter here the amount of distributions from balanced mutual funds before partial exemption. The partial exemption for balanced funds is 15 %.
All balanced mutual funds that invest at least 25 % of their assets in equity investments are considered balanced mutual funds.
Distributions are all amounts actually paid or credited to you as an investor, including any foreign taxes withheld. In particular, the following are considered to be distributions:
- cash distributions,
- reinvestment of the earnings,
- distributions in kind and
- compensation and goodwill payments.
