Key dates for the 2019 tax season

Here are the key dates for 2019 tax season

March 2, 2020Last day to contribute to 2019 Registered Savings Plan (RSP)
June 1, 2020Tax return filing due date has been extended to June 1, 2020 from April 30, 2020 for individuals other than trusts, because of Covid-19. However, for individuals who receive the GST credit or the Canada Child Benefit, it may be beneficial to file sooner to ensure that entitlements under the 2020-21 benefit year are not delayed.
May 1, 2020Because of Covid-19 the tax return filing date for trusts with a December 31, 2019 year end, has been extended to May 1, 2020 from March 30, 2020.
June 15, 2020Last day to file your 2019 tax return if you are self-employed without incurring a possible penalty. Any balance owing must be paid on or before September 1,2020

Tax documents and distribution dates for registered accounts

Expected distribution date
RSP Contribution ReceiptsAll RSP ContributionsWeek of January 6, 2020 for any contributions made between March 2 and December 31, 2019.
Weekly starting January 6, 2020 for contributions made in the first 60 days of 2020.  
NR4 Retirement Savings Plan (RSP)Non-resident withdrawals from RSPMarch 31, 2020
NR4 Retirement Income Fund (RIF)Non-resident withdrawals from RIFMarch 31, 2020
T4RSPWithdrawals from RSPMarch 2, 2020
T4RIFWithdrawals from RIFMarch 2, 2020
Relevé 2Quebec residents – submitted with T4RSP/T4RIFMarch 2, 2020
T4A/Relevé 1Registered Education Savings Plan (RESP) withdrawalsMarch 2, 2020
T4A/Relevé 1Registered Disability Savings Plan (RDSP) withdrawalsMarch 2, 2020

Tax documents and distribution dates for non-registered accounts

Expected distribution date
T5/R3 (Mutual Funds)Income Distribution from Corporate Class Mutual Funds and High Interest Saving AccountMarch 2, 2020 from the fund company
T3/RL-16 (Mutual Funds)Income Distribution and Return of Capital from Mutual FundsMarch 30, 2020 from the fund company
T5/R3Dividend and interest income equal to or greater than $50March 2, 2020
T5/R3All Split Corporation incomeMarch 2, 2020
T5008/R18All dispositions (sales, redemptions and maturities) for the tax reporting year.March 2, 2020
T3/RL-16Trust unit incomeMarch 31, 2020
T5013/RL-15Partnership incomeMarch 30, 2020
NR4Distributions to non-residentsMarch 31, 2020
1042SUS Source Income* Reporting for Simple Trust, Grantor Trust, and Partnership reportingMarch 16, 2020
1099INTU.S. person receiving interest incomeJanuary 31, 2020
1099DIVU.S. person receiving dividend incomeJanuary 31, 2020
1099B SubstituteU.S. person receiving proceeds from saleFebruary 17, 2020
Other non-government reportsInvestment Income Summary if receiving a T5March 2, 2020
Trading SummaryMarch 2, 2020
Summary of Trust Income, excluding Mutual FundsMarch 30, 2020
Pending Trust Unit SummaryMarch 30, 2020