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Tax Centre

Helpful information for preparing your 2018 income tax return

 

To help you prepare for the 2018 tax season, we have created this Tax Centre to provide you with easy access to important information. This centralized resource includes tax mailing schedules, important dates, tax guides, useful links, and more. Please check back regularly, dates shown are tentative and we will update them here if there are any changes.

 

Please read the additional information and FAQ document relevant to you:

If you were a Qtrade Investor client prior to August 31, 2018 – View PDF

If you were a Credential Direct client prior to August 31, 2018, or if you joined Qtrade Investor on or after September 4, 2018 – View PDF



Tax Slip/Document Available online/mailed the week of

 

Registered tax documents

  

RRSP Contribution Receipt - CRA

March 2 to December 31, 2018 Contributions

First 60 Days 2019 Contributions

 

Jan 18, 2019

Mar 15, 2019

T4RSP/T4RIF– CRA

Statement of RRSP Income/Statement of Income from a RRIF

Relevé 2 – Revenu Québec

 Feb 28, 2019

T4A– CRA

Statement of Pension, Retirement, Annuity, and Other Income

 Feb 28, 2019

NR4– CRA

Statement of Amounts Paid or Credited to Non-Residents of Canada

 Feb 28, 2019

 

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

 Jan 31, 2019
Management Fee Summary Feb 28, 2019
Foreign Assets Verification Report – NEW Feb 28, 2019

T5– CRA

Statement of Investment Income

Relevé 3– Revenu Québec

 Feb 28, 2019

T5008 - CRA

Statement of Security Transations

Relevé 18– Revenu Québec

 Feb 28, 2019
Summary of Security Transactions Feb 28, 2019

NR4– CRA

Statement of Amounts Paid or Credited to Non-Residents of Canada

 Mar 31, 2019

T3– CRA

Statement of Trust Income Allocations and Designations

Relevé 16– Revenu Québec

 Mar 31, 2019

T5013– CRA

Statement of Partnership Income

Relevé 15– Revenu Québec

 Mar 31, 2019



 

December
Date Description
Dec 31

2018 RESP & TFSA contribution deadline

All trades for tax-loss selling of U.S. or CAD equities for U.S. taxpayers must be settled. Place trades at least 2-3 business days prior to ensure you make the settlement deadline.
January
Date Description
Jan 21 Martin Luther King Day – U.S. Markets CLOSED
February
Date Description
Feb 18 Family Day AB, BC, SK, MB, ON, PE – All Markets CLOSED
March
Date Description
Mar 1 RRSP Contribution Deadline
Mar 5 First 60 day option removed
April
Date Description
Apr 19 Good Friday – All Markets CLOSED
Apr 22 Easter Monday – All Markets OPEN
Apr 30 CRA tax filing deadline for individuals, for the 2018 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  This is a CRA receipt of registered savings plan contributions 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 This slip reports the amount paid or credited to you for securities you disposed, redeemed or cancelled during the tax year. 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.
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 other financial firms. If you are unsure of the definition of ‘specified foreign property’, please visit www.cra-arc.gc.ca and search ‘T1135’. Also see FAVR.
Foreign Assets Verification Report (FAVR) The FAVR is a report generated for people that owned specified foreign property (outside of Canada) with a cumulative cost of more than C$100,000. This report will assist you in filing your T1135 (Foreign Assets Verification Statement) with the CRA. The T1135 applies to Canadian resident taxpayers, corporations, trusts and partnerships. If you are unsure of the definition of ‘specified foreign property’, please visit www.cra-arc.gc.ca and search ‘T1135’. Also see 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.