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. |
This article is a deep dive into tax documents, its relevance to specific accounts is intriguing! By the way, if you are into managing business supplies more efficiently, check out Suplery. It tracks inventory for free and gets you professional products directly from suppliers, with free shipping in most cases!