Important year-end tax filing information

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.
Mailing deadline: April 2nd

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.
Mailing deadline: February 29th

T4A

A T4A is issued by a pension plan administrator, such as the CPP, and reflects the pension income received from a pension source.
Mailing deadline: February 29th

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.
Mailing deadline: February 29th

T5013/T5013A

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.
Mailing deadline: April 2nd

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. 
Mailing deadline: April 2nd

RRSP Contribution Receipts 

Investors will receive an RRSP contribution receipt for any contributions made after the first 60 days of 2011 and one or more separate contribution receipts for any contributions made in the first 60 days of 2012.

Contributions made by February 29th
Mailing deadline: April 30th
(Typically, companies will mail receipts by April 2nd)

Please Note:

We are required by law to report to Canada Revenue Agency all proceeds of disposition from the sale of securities, including redemptions and maturities. No actual form is mailed to investors. Investors must review their monthly statements to ensure all income and capital gains (losses) are reported when filing their income tax returns.

Investment trading summaries for non-registered accounts are available upon request.

This brief summary of important year-end tax filing information is for general information purposes only. Please consult your advisory team for guidance and/or consult the Canada Revenue Agency.