IT5 Financial investment income and deductions (fil) 2026

Financial investment losses are added back to taxable income when calculating adjusted income (ATI) for certain income tests under the Reforms to Income Tests rules (RIT).

This worksheet collects values entered in the income return that are used to calculate Adjusted taxable income (ATI).

IT5 Financial investment loss empty.PNG

Only where the result is a loss will a value be included at IT5 label X.