RBC Dominion Securities Client Guide to 2007 Tax Reporting

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In March, you may receive a number of T3/Relevé 16 and T5013/T5013A/Relevé 15 mailings. Use your “Important Information Regarding Outstanding Tax Documents” (mailed with your T5 last month) to check off all expected T3s and T5013s as they arrive.
Please note that although the Federal Government changed issuer deadlines for income trusts (T3s) and publicly-held limited partnership units (T5013s), the deadline has not changed for privately-held limited partnership units (T5013s) and some issuers may not heed the new February 28 deadline, resulting in the possibility of new or amended T3s/Relevé 16 or T5013/T5013A/Relevé 15 being mailed into mid or late April. Please click on any of the following tax slips expected in March for more information.

T3/Relevé 16 for Income Trusts and Statement of Trust Income Allocations
T3s/Relevé 16 for LifePoints and/or Russell Sovereign.
T3/Relevé 16 or T5/Relevé 3 for Mutual Funds
T5013/T5013A/Relevé 15 for Limited Partnerships
– U.S. Tax Slips for American clients (or with W-9)
RSP Contribution Receipt, subsequent mailing

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The information contained herein has been obtained from sources believed to be reliable at the time obtained but neither RBC Dominion Securities Inc. nor its employees, agents, or information suppliers can guarantee its accuracy or completeness. This information is furnished on the basis and understanding that neither RBC Dominion Securities Inc. nor its employees, agents, or information suppliers is to be under any responsibility or liability whatsoever in respect thereof. This information is not intended as nor does it constitute tax or legal advice. Clients should consult their own accountant or other professional advisor for more detailed tax related information. RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member CIPF. ®Registered trademark of Royal Bank of Canada. Used under licence. RBC Dominion Securities is a registered trademark of Royal Bank of Canada. Used under licence. ©Copyright 2008. All rights reserved.

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