Tax Centre Now Available
Helpful information for preparing your 2023 income tax return
To help you prepare for the 2023 tax season, the Tax Centre below provides important information, including tax mailing schedules, important dates, tax guides, and useful links.
You can also read our FAQ and additional information document for more details.
| Tax Slip/Document | Available online/mailed the week of |
|---|---|
Registered tax documents |
|
RRSP Contribution Receipt – Canada Revenue Agency (CRA) March 2 to December 31, 2023 Contributions First 60 Days 2024 Contributions |
January 15, 2024 Timing depends on your account activity: Bi-weekly contribution receipts for the period January 1 to 31, 2024 Weekly contribution receipts for the period February 1 to February 29, 2024 |
T4RSP/T4RIF – CRA Statement of RRSP Income/Statement of Income from a RRIF Relevé 2 – Revenu Québec |
February 29, 2024 |
T4A – CRA Statement of Pension, Retirement, Annuity, and Other Income |
February 29, 2024 |
NR4 – CRA Statement of Amounts Paid or Credited to Non-Residents of Canada |
February 29, 2024 |
Non-registered tax documents |
|
1099-B – IRS Proceeds from Broker and Barter Exchange Transactions 1099-DIV – IRS Dividends and Distributions 1099-INT – IRS Interest Income |
January 29, 2024 |
T1135 – Foreign Assets Verification Report (FAVR) |
February 29, 2024 |
T5 – CRA Statement of Investment Income Relevé 3 – Revenu Québec |
February 29, 2024 |
T5008 – CRA Statement of Security Transactions Relevé 18 – Revenu Québec |
February 29, 2024 |
Trading Disposition Summary (TDS) |
February 29, 2024 |
NR4 – CRA Statement of Amounts Paid or Credited to Non-Residents of Canada |
March 18, 2024 |
T3 – CRA Statement of Trust Income Allocations and Designations Relevé 16 – Revenu Québec |
March 25, 2024 |
T5013 – CRA Statement of Partnership Income Relevé 15 – Revenu Québec |
March 25, 2024 |
December
| Date | Description |
|---|---|
| Dec 31 | 2023 RESP & TFSA contribution deadline All trades for tax-loss selling of U.S. or Canadian equities for U.S. taxpayers must be settled. Place trades at least two to three business days prior to ensure you make the settlement deadline. |
January
| Date | Description |
|---|---|
| Jan 1 | New Year’s Day (observed) – All markets CLOSED |
| Jan 15 | Martin Luther King Jr. Day – U.S. markets CLOSED |
February
| Date | Description |
|---|---|
| Feb 19 | Family Day (Canada), Washington’s Birthday/Presidents' Day (U.S.) – All markets CLOSED |
| Feb 29 | RRSP contribution deadline |
March
| Date | Description |
|---|---|
| Mar 29 | Good Friday – All markets CLOSED |
April
| Date | Description |
|---|---|
| Apr 18 | Easter Monday – All markets OPEN |
| Apr 30 | Canada Revenue Agency (CRA) tax filing deadline for individuals, for the 2023 tax year |
Registered
| Form | Description |
|---|---|
| Remainder of Year (ROY) Contribution Receipt | This is a CRA receipt of registered savings plan contributions made between March 2 and December 31 of a given year. |
| First 60 Days Contribution Receipt | These are CRA receipts of registered savings plan contributions (RRSP) made between January 1 and March 1 of a given year (the first 60 days of the year). |
| NR4 | This receipt is provided for income received if you are a non-resident of Canada as part of a withdrawal from your RRSP, RRIF/LRIF/PRIF, or RESP. This receipt is titled, ‘Statement of Amounts Paid or Credited to Non-Residents of Canada (NR4)’. You won’t be issued an NR4 for income less than C$50 with no Canadian Non-Resident Tax withheld. |
| T4RSP / T4RIF / Relevé 2 | You will receive a CRA Statement of RRSP Income/ Statement of Income from a RRIF if you withdrew from your RRSP or RRIF/LRIF/PRIF. Relevé 2 (RL2) is the Québec equivalent of a T4 income receipt. |
| T4A | CRA Statement of Pension, Retirement, Annuity, and Other Income received from a Deferred Profit-Sharing Plan (DPSP). |
Non-Registered
| Form | Description |
|---|---|
| 1099 | The 1099 tax receipt is generated if you are a U.S. person or an individual who is subject to U.S. tax laws and received U.S. source income. From the sale or redemption of securities, you will receive a Proceeds From Broker and Barter Exchange Transactions Form (1099-B). From dividends, you will receive a Dividends and Distributions Form (1099-DIV). From interest earned, you will receive an Interest Income Form (1099-INT). |
| T5008 | The Statement of Security Transactions reports the amount paid or credited to you for securities you disposed, redeemed or cancelled during the tax year. The cost or book value is found in Box 20 on the T5008. A T5008 slip can apply to the following types of securities: bonds, debentures, promissory notes, other similar properties. The T5008 is reported in Canadian dollars. Please note: Per CRA, the amount in Box 20 may or may not reflect your adjusted cost base (ACB) for the purpose of determining the gain or loss from the disposition of the security. You need to make the adjustments, as required, to the amount indicated in Box 20 at the time of determining and reporting the gain or loss from the disposition. For more information on the T5008, refer to the CRA site and search for 'T5008'. The book cost reported on the T5008 is not guaranteed. |
| T1135 | The T1135 (Foreign Assets Verification Statement) is a simplified tax reporting form for Canadian resident taxpayers, corporations, trusts, and partnerships for people that own/owned specified foreign property (outside of Canada) with a cumulative cost of more than C$100,000. The T1135 is completed using the FAVR report and documents from other financial firms. If you are unsure of the definition of ‘specified foreign property’, please visit the CRA site and search ‘T1135’. |
| T3 / Relevé 16 | This receipt is a CRA Statement of Trust Income Allocations and Designations. The T3 is provided for CRA Statement of Trust Income Allocations and Designations for non-registered accounts. Relevé 16 (RL16) is the Québec equivalent of a T3 income receipt. |
| T5 / Relevé 3 | This receipt is provided for CRA Statement of Investment Income. You will receive this form if you received income from stocks, interest, accrued interest from bonds and interest from other debt instruments, and cash balances. You will receive a Statement of Investment Income (T5) accompanied by a Summary of Investment Income and Expense. Income on any mutual fund holdings you have will be reported directly by the mutual fund company. A T5 will not be issued for income less than C$50. |
| T5013 / Relevé 15 | The T5013 is the CRA Statement of Partnership Income. The T5013 is provided to anyone that receives any income from Limited Partnership Units. We prepare the T5013/Relevé 15 slips based on information provided by the issuer. |
| Trading Disposition Summary (TDS) | The TDS is a report that you may use with your trade confirmations and month-end statements to assist in calculating capital gains or losses. Market prices and book values are prepared from sources we believe to be reliable. Please refer to the disclaimer section on the TDS for further information. |