Relevé 7: Investments in an investment plan (RL-7)

The transactions from your Cooperative Investment Plan (CIP) or Stock Savings Plan II (SSP II) investments will be reported on your Relevé 7: Investments in an investment plan (RL-7) slip. This includes all of the shares and securities you purchased, withdrew, or transferred during the year.

 

Where do I claim this?

 Follow these steps in H&R Block’s tax software to file your 2016 taxes:

  1. On the QUICK ENTRY tab, click the QUICK SLIP icon. You will find yourself here:

     

  2. Type RL-7 or relevé 7 in the search field then click the highlighted selection or press Enter to continue.

  3. When you arrive at the page for your RL-7, enter your information into the tax software.

 

 

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