Here are the tax documents you may receive from your bank in Canada or a third-party, depending on the type of accounts and investments you hold.
Registered Accounts (RSP, RIF, RESP, RDSP)
| Tax slip | Description | Expected mailing or eServices date |
|---|---|---|
| RSP Contribution Receipts | All Retirement Savings Plan Contributions | Week of January 3, 2023 for any contributions made between March 2 and December 30, 2022. Weekly starting January 9, 2023 for contributions made in the first 60 days of 2023. |
| T4RSP | Withdrawals from Registered Savings Plan | February 28, 2023 |
| T4RIF | Withdrawals from Retirement Income Fund | February 28, 2023 |
| Relevé 2 | Quebec residents – submitted with T4RSP/T4RIF | February 28, 2023 |
| T4A/Relevé 1 | Registered Educational Savings Plan withdrawals | February 28, 2023 |
| T4A/Relevé 1 | Registered Disability Savings Plan withdrawals | February 28, 2023 |
Non-Registered Accounts
| Tax Form | Description | Expected mailing or eServices date |
|---|---|---|
| T5/RL-3 (Mutual Funds) | Income Distribution from Corporate Class Mutual Funds and Interest Saving Account | February 28, 2023 from the fund company |
| T3/RL-16 (Mutual Funds) | Income Distribution and Return of Capital from Mutual Funds | March 31, 2023 from the fund company |
| T5/RL-3 | Dividend and interest income equal to or greater than $50 | February 28, 2023 |
| T5/RL-3 | All Split Corporation income | February 28, 2023 |
| T5008/RL-18 | All dispositions (sales, redemptions and maturities) for the 2022 tax year | February 28, 2023 |
| T3/RL-16 | Trust unit income | March 31, 2023 |
| T5013/RL-15 | Partnership income | March 31, 2023 |
| NR4 | Distributions to non-residents | March 31, 2023 |
| 1042S | U.S. Source Income Reporting for Simple Trust, Grantor Trust, and Partnership reporting | March 15, 2023 |
| 1099INT | U.S. person receiving interest income | January 31, 2023 |
| 1099DIV | U.S. person receiving dividend income | January 31, 2023 |
| 1099B Substitute | U.S. person receiving proceeds from sale | February 15, 2023 |
| Investment Income Summary | Details of the total reported on the T5/RL-3 | February 28, 2023 |
| Trading Summary | Listing of all security buy & sell transactions | February 28, 2023 |
| Realized Gains and Losses Report | Report illustrating the gain and loss of your investments that were sold, based on the estimated adjusted cost base | In this Tax Package, if applicable. |
| Potential Tax Slips (Non-Registered Accounts) Report | List of expected outstanding T5/RL-3 and/or T3/RL-16 tax receipts, based on your account holdings with a taxable distribution | In this Tax Package, if applicable. |
