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Tax Form Checklist

This checklist is designed to help you gather tax slips you may receive for Tax Year 2007. This summary can be attached to the folder you are using for tax documents and checked off as the next relevant tax slip arrives. click here to download and print a PDF version.

RBC Dominion Securities Tax Slip Mailings Expected in January 2008:
		RSP Contribution Receipt (for contributions made up to December 31, 2007)
		U.S. Tax Slips (see below, for detail)
		RIF/LIF/LRIF/PRIF Evaluation Letters (summary of assets for December 31, 2007)
Expected in February 2008:
		T5/Relevé 3 (for investment income or dividends over $50 in 2007)
		T5/ Relevé-3 Split Corps (for income earned on Split Corps securities)
		NR4 (for non-residents of Canada only)
		Relevé 7 (for Quebec Stock Savings Plan participants only)
		T4RSP/T4RIF/Relevé 2 (for payments from an RSP, RIF, LIF, and/or PRIF)
		T4A/Relevé 2 (for RESPs) (for participants in a Registered Education Savings Plan)
		RSP Contribution Receipt (for contributions made up to January 31, 2008)
		Summary of Investment Income and Expenses (for investment income or dividends over $50 in 2007)
		Summary of Security Dispositions (for any security dispositions in 2007)
		Income Trust Disposition Gain/Loss Worksheet (if any income trust security dispositions in 2007)
		Year-end Supplementary Tax Information (for Access/Parameters clients)
		Summary of Fees (for Advisor/PIM clients)
		“Important Information about Tax Documents You May Receive” (Clients expected to receive T3s and/or T5013s will receive a summary list of these anticipated T3s and T5013s, based on account activity in 2007)
Expected in March 2008:
		T3/Relevé 16 Income Trusts (for income earned on Income Trust securities)
		T5013/T5013A/Relevé 15 Limited Partnerships (for investments in Limited Partnerships)
		RSP Contribution Receipts (for contributions made up to February 29, 2008)
		Statement of Trust Income Allocations (included with T3 for Income Trusts)
Expected in April 2008:
		Any outstanding T3/R16 or T5013/T5013A/Relevé 15 related to Income Trusts or Limited Partnerships listed on your "Important Information Regarding Outstanding Tax Documents"
External Issuer Tax Slip Mailings Expected in March 2008:
		T3/Relevé 16 Life Points or Russell Sovereign from Russell Investments (for income earned in either LifePoints or Russell Sovereign programs)
		T3/Relevé 16 or T5/Relevé 3 Mutual Funds from the relevant mutual fund company
Expected in April 2008:
		Any outstanding T3/R16 or T5/R3 related to Mutual Fund, LifePoints or Russell Sovereign investments listed on your "Important Information Regarding Outstanding Tax Documents"
U.S. Tax Slips Expected in January 2008 (with the possibility of amendments due to Canadian income trusts)
		1099-DIV – Record of Dividends for Tax Year 2007
		1099-INT – Record of Interest for Tax Year 2007
		1099-B – Reportable Distributions for Tax Year 2007
Expected in March 2008
		1042-S – Foreign Person’s U.S. Source Income Subject to Withholding
T3 Mailing Delays: The delivery of T3 packages depends on the release of information by external issuers. In December of 2007, the Federal Government passed legislation that requires income trust issuers to report by the end of February. Please note the recent changes do not apply to privately held limited partnerships. In addition, the Canada Revenue Agency does not have penalties for issuers making late disclosures, nor does it restrict issuers from amending T3s. In the event that any of these scenarios occur and apply to your account holdings, you could receive tax packages into mid or late April. Please use your copy of “Important Information Regarding Outstanding Tax Documents” to check off expected T3s and T5013s as they arrive. Clients not expected to receive T3s or T5013s will not receive a copy of “Important Information Regarding Outstanding Tax Documents”.

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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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