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Helpful information for preparing your 2020 income tax return

To help you prepare for the 2020 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, 2020 Contributions

First 60 Days 2021 Contributions

 

February 1, 2021

Mar 31, 2021

T4RSP/T4RIF – CRA

Statement of RRSP Income/Statement of Income from a RRIF

Relevé 2 – Revenu Québec

March 1, 2021

T4A – CRA

Statement of Pension, Retirement, Annuity, and Other Income

March 1, 2021

NR4 – CRA

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

March 1, 2021

 

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

February 1, 2021

T1135 – Foreign Assets Verification Report (FAVR)

March 1, 2021

T5 – CRA

Statement of Investment Income

Relevé 3 – Revenu Québec

March 1, 2021

T5008 – CRA

Statement of Security Transactions

Relevé 18 – Revenu Québec

March 1, 2021

Trading Disposition Summary (TDS)

March 1, 2021

NR4 – CRA

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

March 31, 2021

T3 – CRA

Statement of Trust Income Allocations and Designations

Relevé 16 – Revenu Québec

March 31, 2021

T5013 – CRA

Statement of Partnership Income

Relevé 15 – Revenu Québec

March 31, 2021



 

December
Date Description
Dec 31

2020 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 18 Martin Luther King Day – U.S. markets CLOSED
February
Date Description
Feb 15 Family Day AB, BC, SK, MB, ON, NB – All markets CLOSED
March
Date Description
Mar 1 RRSP contribution deadline
April
Date Description
Apr 2 Good Friday – All markets CLOSED
Apr 5 Easter Monday – All markets OPEN
Apr 30 Canada Revenue Agency (CRA) tax filing deadline for individuals, for the 2020 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 / T4RIFRelevé 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.