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

If you purchased, withdrew, or transferred shares/securities from your Cooperative Investment Plan (CIP) 2017, you’ll be issued a Relevé 7: Investments in an investment plan (RL-7) slip, which reports all of the transactions that occurred during the year.

Where do I claim this?

 Follow these steps in H&R Block’s 2017 tax software:

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

    QUICKSLIP_EN.png

  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 RL-7 page, enter your information into the tax software.
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