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COVID-19 - Level 1 If you've been affected by COVID-19, we may be able to help. Find out more

Gather your information

You will need:

  • the current value of all funds and investments
  • details of any previous loss attributable to investments and funds
  • details of any adjustments
  • the split of the distributed and undistributed Category B income.

Log in to myIR

Go to your return and follow the prompts

  • Select your income types.
  • Enter the required information.
  • Complete any additional forms that apply to your situation.