Breton v. Attorney General, 2024 FC 555

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Summaries

Summary Under

failing due to ignorance to transfer funds between the taxpayer’s TFSAs using the qualifying transfer rules, was not a “reasonable error”

In 2020, the taxpayer accomplished the transfer of the TFSA that he held with Caisse Desjardins to the one held with Banque Nationale by...

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Summary Under

failure to comply with s. 207.01(1) in transferring one TFSA to another resulted in an excess contribution

The taxpayer accomplished the transfer of the TFSA that he held with Caisse Desjardins to the one held with Banque Nationale by withdrawing the...

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