What tax slips might I receive and when can I expect them?

Modified on Tue, 29 Aug, 2023 at 2:35 PM

Please refer to the table below for information on tax slip(s) you may receive for your Network Wealth account(s) and investment portfolio(s).

Non-registered accounts
Tax slip	Available by (latest)	Overview
T5 (Federal)/RL3 (Quebec) Statement of Investment Income	February 28	Reports income related to dividends and interest income generated from securities.
T5008 (Federal)/RL18 (Quebec) Statement of Securities Transactions	February 28	Reports book value and proceeds of security deemed dispositions.
T3 (Federal)/RL16 (Quebec) Statement of Trust Income	March 31	Reports income from income trusts and mutual funds (reported by fund company). This includes totals for all taxable trust unit distributions.
T3 Breakdown	March 31	Provides a breakdown of the type of income earned on income trusts.
T5013 (Federal)/RL15 (Quebec) Statement of Partnership Income	March 31	Reports gains and losses and/or distributions within a Limited Partnership.
Trading Summary	February 28	Reports all purchases and sales of securities in your accounts for the calendar year.
Registered accounts
Tax slip	Available by (latest)	Overview
RRSP contribution receipts for the last 10 months of 2022	January 31	Reports the value of cash and or securities contributed to your Registered Retirement Savings Plan (RRSP).
RRSP contribution receipts for the first 60 days of 2023	March 31	Reports the value of cash and or securities contributed to your Registered Retirement Savings Plan (RRSP).
T4RSP and T4RIF (Federal)/RL2 (Quebec) for RRSP and RRIF withdrawals	January 31	If you made a withdrawal from your RRSP or RRIF, you will receive a T4RSP or T4RIF, as applicable, and an RL2 indicating the amount withdrawn and the tax withheld.
T4A/RL1	February 14	Issued for all withdrawals from an RESP account
Please note that there are no tax slips issued for TFSAs.