Tax slips checklist for 2022 tax year

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 slipDescriptionExpected mailing or eServices date
RSP Contribution
All Retirement Savings Plan
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.
T4RSPWithdrawals from Registered Savings PlanFebruary 28, 2023
T4RIFWithdrawals from Retirement Income FundFebruary 28, 2023
Relevé 2Quebec residents – submitted with T4RSP/T4RIFFebruary 28, 2023
T4A/Relevé 1Registered Educational Savings Plan withdrawalsFebruary 28, 2023
T4A/Relevé 1Registered Disability Savings Plan withdrawalsFebruary 28, 2023

Non-Registered Accounts

Tax FormDescriptionExpected mailing or eServices date
(Mutual Funds)
Income Distribution from Corporate Class Mutual Funds and Interest Saving AccountFebruary 28, 2023 from the fund company
(Mutual Funds)
Income Distribution and Return of Capital from Mutual FundsMarch 31, 2023 from the fund company
T5/RL-3Dividend and interest income equal to or greater than $50February 28, 2023
T5/RL-3All Split Corporation incomeFebruary 28, 2023
T5008/RL-18All dispositions (sales, redemptions and maturities) for the 2022 tax yearFebruary 28, 2023
T3/RL-16Trust unit incomeMarch 31, 2023
T5013/RL-15Partnership incomeMarch 31, 2023
NR4Distributions to non-residentsMarch 31, 2023
1042SU.S. Source Income Reporting for Simple Trust, Grantor Trust, and Partnership reportingMarch 15, 2023
1099INTU.S. person receiving interest incomeJanuary 31, 2023
1099DIVU.S. person receiving dividend incomeJanuary 31, 2023
1099B SubstituteU.S. person receiving proceeds from saleFebruary 15, 2023
Investment Income
Details of the total reported on the T5/RL-3February 28, 2023
Trading SummaryListing of all security buy & sell
February 28, 2023
Realized Gains and Losses ReportReport illustrating the gain and loss of your investments that were sold, based on the estimated adjusted cost baseIn this Tax Package, if applicable.
Potential Tax Slips (Non-Registered Accounts) ReportList of expected outstanding T5/RL-3 and/or T3/RL-16 tax receipts, based on your account holdings with a taxable distributionIn this Tax Package, if applicable.

Leave a Reply

Your email address will not be published. Required fields are marked *