Superficial Loss vs Capital Loss Rules in Canada

by Timaeus on February 25, 2010

Link to a nice summary (with examples) of superficial loss rules vs capital loss rules in Canada.

By waiting 31 days to buy back a stock you have sold, you avoid the superficial loss rules, and can claim a capital loss, which gives you the advantage of being able to time your tax savings, by being able to claim that loss up to 3 years prior, and at any date in the future.

Buying a stock back within 30 days of selling it allows you only a superficial loss, which can be added to the adjusted cost base on the stock, and as a result can only be recognized when you sell the stock in the future.

Mostly for my own reference.

For the official source see the Revenue Canada link.

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Kylie Batt
April 11, 2010 at 5:15 am

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