Morguard Sunstone
Sunstone US (No. 4)
Sunstone US (No. 3)
Sunstone U.S. Opportunity (No. 2) Realty Trust
Income Tax Information

2015 U.S. Taxes

Unitholders of Sunstone U.S. Opportunity (No. 2) Realty Trust received a special distribution on May 27, 2015 due to the successful sale of Azure Creek at Tatum Ranch Apartments in January 2015.  The capital gains associated with the subsequent distribution of the sale proceeds triggered a tax obligation with the Internal Revenue Service (“IRS”) of the United States of America which means each investor must file a U.S. Tax Return in order to receive a U.S. Withholding Tax Refund.

Sunstone and KPMG created an online questionnaire to facilitate the creation of your U.S. Tax Slips (all unitholders) and U.S. Tax Return if eligible. This online questionnaire was available from February 1 to April 8, 2016.

The online questionnaire is no longer available.

Please call Darlene Paziuk at 1-888-681-5959 ext. 1555 if you have any questions or email dpaziuk@Sunstoneadvisors.com.

If you are in need of U.S. tax slips for the 2015 tax year, please complete the following documents:  Investor's Responsibility and Sunstone US Tax Form Information Request 2015, and return to dpaziuk@Sunstoneadvisors.com.  Your U.S. Tax Slips will be created weekly during the month of April and then semi-annually moving forwards. Submissions received by 3:00pm pacific time on the last business day of the quarter will be processed by the 15th of the following month.


Canadian Taxes

The 2015 Canadian T-3 Tax Slips for Sunstone U.S. Opportunity (No. 2) Realty Trust will be issued by participating brokerage firms.  The deadline for mailing Canadian T-3 Tax Slips is March 31st.  To obtain copies of your Canadian T-3 Tax Slips, please contact your Financial Advisor.

If units are held in a registered account, no Canadian T-3 Tax Slips will be issued.

In order to claim a Foreign Tax Credit on a Canadian Tax Return for the capital gains paid in the United States, if eligible, unitholders require U.S. Tax Slips K1 and 8805 and their U.S. Tax Return 1040NR.

Please contact your Financial Advisor for tax information specific to you. The following table is for information purposes only.


sunstone u.s. opportunity (No. 2) realty trust tax factors

Tax Year
CDS File


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