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:
Tax Slip/Document | Available online/mailed the week of |
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Registered tax documents |
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RRSP Contribution Receipt - CRA March 2 to December 31, 2018 Contributions First 60 Days 2019 Contributions |
Jan 18, 2019 Mar 28, 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 |
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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 |
Date | Description |
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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. |
Date | Description |
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Jan 21 | Martin Luther King Day – U.S. Markets CLOSED |
Date | Description |
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Feb 18 | Family Day AB, BC, SK, MB, ON, PE – All Markets CLOSED |
Date | Description |
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Mar 1 | RRSP Contribution Deadline |
Mar 5 | First 60 day option removed |
Date | Description |
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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 |
Form | Description |
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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). |
Form | Description |
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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. |