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118 total results found

Vintage Secondary Fund IV, L.P.

Jurisdiction
Foreign
Currency
USD
US Tax Return Required
NO
T1135 Reporting
Yes

Vintage Secondary Fund V, L.P.

Jurisdiction
Foreign
Currency
USD
US Tax Return Required
NO
T1135 Reporting
Yes

Vision Opportunity Fund LP

Jurisdiction
Canada
Currency
CAD
US Tax Return Required
NO
T1135 Reporting
No

Waratah Electrification and Decarbonization Fund LP

Jurisdiction
Canada
Currency
CAD
US Tax Return Required
NO
T1135 Reporting
No

Gluskin, Sheff & Associates (various strategies: some LPs and some Trusts)

Jurisdiction
Canada
Currency
CAD
US Tax Return Required
NO
T1135 Reporting
No

Gluskin, Sheff & Associates (various strategies: some LPs and some Trusts)

Jurisdiction
Canada
Currency
CAD
US Tax Return Required
NO
T1135 Reporting
No

iShares Core S&P 500 ETF

Jurisdiction
USA
Currency
USD
US Tax Return Required
NO
T1135 Reporting
Yes

iShares S&P/TSX 60 Index

Jurisdiction
Canada
Currency
CAD
US Tax Return Required
NO
T1135 Reporting
No

SPDR Gold Trust

Jurisdiction
Foreign
Currency
USD
US Tax Return Required
NO
T1135 Reporting
Yes

1832 Asset Management (multiple strategies)

Jurisdiction
Canada
Currency
CAD
US Tax Return Required
NO
T1135 Reporting
Yes

AG Diversified Income Fund LP

Jurisdiction
USA
Currency
USD
US Tax Return Required
NO
T1135 Reporting
Yes

AG Diversified Income Fund Plus LP OLD NAME: AG Diversified Credit Strategies Fund L.P.

Jurisdiction
USA
Currency
USD
US Tax Return Required
NO
T1135 Reporting
Yes

CHC Student Housing LP

Jurisdiction
Canada
Currency
CAD
US Tax Return Required
NO
T1135 Reporting
No

Digital-Plus Buffer Note Linked to SPX (S&P 500 Index)

Jurisdiction
USA
Currency
USD
US Tax Return Required
NO
T1135 Reporting
Yes

SSC Credit Opportunities Fund LTD (Saguenay)

Jurisdiction
Foreign
Currency
USD
US Tax Return Required
NO
T1135 Reporting
Yes

Tidal Health Solutions Ltd

Jurisdiction
Canada
Currency
CAD
US Tax Return Required
NO
T1135 Reporting
No

Coming soon. Please refer to the “Tax Memos – Special Treatment” folder on the R-Investopedia Teams site

Fir Tree Special Opportunities Fund XII , LTD (SPAC)

Special Treatment
#1

Auctus Property Fund IX LP

Jurisdiction
Canada
Currency
CAD
US Tax Return Required
NO
T1135 Reporting
No

Auctus Property Fund X LP

Dissolved on April 3, 2024

Jurisdiction
Canada
Currency
CAD
US Tax Return Required
NO
T1135 Reporting
No
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