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IFIC Mutual Funds Licensing Practice Exam · Question

A client inherited a sum of money and wants to invest it in a non-registered account. Which of the following income types from this investment would be considered 50% taxable for income tax purposes?

In Canada, only 50% of a capital gain is taxable. Interest income is 100% taxable, eligible dividends are grossed up then a tax credit applied, and return of ca

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Question: A client inherited a sum of money and wants to invest it in a non-registered account. Which of the following income types from this investment would be considered 50% taxable for income tax purposes?

Answer options:

  • Interest income
  • Eligible dividends
  • Return of capital ✅ Capital gains

Correct answer: Capital gains

Explanation: In Canada, only 50% of a capital gain is taxable. Interest income is 100% taxable, eligible dividends are grossed up then a tax credit applied, and return of capital reduces the adjusted cost base and is not immediately taxable.

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