To help you organize for the upcoming tax season, here is some pertinent information regarding estimated tax receipt mailing dates.
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Mailing Deadline |
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RRSP |
Investors will receive an RRSP contribution receipt for any contributions made after the first 60 days of 2018 and one or more separate contribution receipts for any contributions made in the first 60 days of 2019.Typically, companies will mail receipts by March 31st |
For contributions made by March 1st |
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T5 |
All investors who reside in Canada and receive $50 or more of investment income (e.g. dividends/interest) will receive a Canada Revenue Agency T5 form. |
February 28th |
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T4A |
A T4A is issued by a pension plan administrator, such as the CPP, and reflects the pension income received from a pension source. |
February 28th |
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T4RIF/ T4RSP |
All investors who are deemed to have made a withdrawal from their Registered Retirement Income Fund or Registered Retirement Savings Plan will receive a T4RIF form or T4RSP respectively. |
February 28th |
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T3 |
All Canadian resident investors who are deemed to have received Trust Unit income and capital gains during the fiscal year will receive a Canada Revenue Agency T3 form. |
April 1st |
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T5013/
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All investors who are deemed to have received income from Canadian Limited Partnership Units within the partnership’s fiscal year will receive a Canada Revenue Agency T5013 form. If your partnership is a tax shelter, investors will receive a Canada Revenue Agency T5013A form. |
April 1st |
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NR4 |
The NR4 Non Resident Tax Withholding slip is sent to investors who are deemed "Non-Residents of Canada" and receive investment income. In addition to the income amounts, any applicable Canadian Non-Resident Tax that was withheld in the taxation year is also reported. |
April 1st |
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