The following is general tax filing information that may or may not apply to you.
Clients will be receiving a tax package from their Portfolio Management team shortly only if you have a Non-Registered account and there was activity in your Non-Registered account(s) in 2019. If you do not have a Non-Registered account you should not expect to receive this. The tax package includes a Statement of Annual Management Fees, Foreign Asset Report, and a Realized Gain & Loss Report for Non-Registered accounts if there was any activity in 2019. You will need the Gain & Loss Report to pair with your T5008 tax slip that you will receive from your custodian. The Gain & Loss Report provides the book value of activity in the account, while the T5008 provides the proceeds of disposition. Please provide both documents to your tax preparer. If there was no activity in your Non-Registered account or you do not have a Non-Registered account, you will not receive these forms.
Please find links below to bulletins providing the timelines you can expect to receive your 2019 tax slips from your custodian, either National Bank Independent Network (NBIN) or Credential.
View Bulletin: NBIN Important Dates 2019 Tax Season
View Bulletin: Credential Important Dates 2019 Tax Season
Note that if you have made an RRSP or Spousal RRSP contribution in the first 60 days of 2020, the deadline for mailing these slips is the end of March.
Please ensure you have received all necessary slips before filing your 2019 tax return. If you are signed up for online access with NBIN or Credential, you will need to login to your account to check for tax slips. For anyone signed up with online access, tax slips will be available online only, and there will not be a hard copy mailed.
If you have any questions, please contact our office at 780-490-4200.