Because 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, 2020
Last 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 Receipts
All RSP Contributions
Week 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 RSP
March 31, 2020
NR4 Retirement Income Fund (RIF)
Non-resident withdrawals from RIF
March 31, 2020
T4RSP
Withdrawals from RSP
March 2, 2020
T4RIF
Withdrawals from RIF
March 2, 2020
Relevé 2
Quebec residents – submitted with T4RSP/T4RIF
March 2, 2020
T4A/Relevé 1
Registered Education Savings Plan (RESP) withdrawals
March 2, 2020
T4A/Relevé 1
Registered Disability Savings Plan (RDSP) withdrawals
March 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 Account
March 2, 2020 from the fund company
T3/RL-16 (Mutual Funds)
Income Distribution and Return of Capital from Mutual Funds
March 30, 2020 from the fund company
T5/R3
Dividend and interest income equal to or greater than $50
March 2, 2020
T5/R3
All Split Corporation income
March 2, 2020
T5008/R18
All dispositions (sales, redemptions and maturities) for the tax reporting year.
March 2, 2020
T3/RL-16
Trust unit income
March 31, 2020
T5013/RL-15
Partnership income
March 30, 2020
NR4
Distributions to non-residents
March 31, 2020
1042S
US Source Income* Reporting for Simple Trust, Grantor Trust, and Partnership reporting
