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2024 Tax Document Mailing Dates

Posted on February 5, 2024

Below is a list of expected mailing dates for 2023 year-end documents and tax slips.

IMPORTANT: if you have selected e-delivery for the receipt of your documents, they can be accessed by logging in to your Client Portal. Copies will not be mailed.

Non-Registered Accounts:

  1. Statement of Investment Income (T5/RL-3/NR4/Summary/US REITS/Split Corps) - February 29, 2024
  2. Statement of Securities Transactions (T5008/RL18) - February 29, 2024
  3. Statement of Partnership Income (T5013/RL-15) - March 31, 2024
  4. Statement of Trust Income (T3/RL-16/Summary) - March 31, 2024
  5. Realized Gain and Loss Report (if applicable) - February 29, 2024
  6. Summary of Investment Management Fees (if applicable for deductibility) - February 29, 2024

Registered Accounts:

  1. RRSP Contribution Receipts (March - Dec 2023 period) - January 2024
  2. RRSP Contribution Receipts (first 60 days of 2024) - mailed weekly as contributions occur
  3. RRSP Withdrawals (T4RSP/RL-2) - February 29, 2024
  4. RRIF Withdrawals (T4RIF/RL-2) - February 29, 2024
  5. RESP or RDSP Withdrawals (T4A/RL-1) - February 29, 2024
  6. Non-Resident RRSP/RRIF (NR4) - March 31, 2024
  7. First Home Savings Account Contributions & Withdrawals (T4FHSA/RL-32) - February 29, 2024

Note: mutual fund tax slips, including T3/RL16, T5/RL3 and NR4 are mailed directly by the mutual fund companies, depending on the activity in your account.

Please consult with a qualified tax advisor or accountant for specific tax advice. The team at Zebroski and Associates completes annual tax returns for many of our clients, a service which is conveniently facilitated through our office. If you would like more information, please do not hesitate to contact us.

 

IA Private Wealth does not provide any income tax preparation services and does not supervise or review any income tax returns. Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties.

Posted In: Taxes

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