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Tax Reporting Guide

In January, you may receive any of the following tax documents applying to your account with RBC Dominion Securities. Please click on any of the tax documents listed for further information, relevant client FAQ or form samples.

RSP Contribution Receipt, Initial Mailing (mailed on an ongoing basis)
– U.S. Tax Slips for American Clients (or with W-9)
- 1099 - DIV (mailed on February 18, 2009)
- 1099 - INT (mailed on February 18, 2009)
- 1099 - B (mailed on February 18, 2009)
- Summary of 1099 Investment Income for Year 2008 (mailed on February 18, 2009)
RIF/LIF/LRIF/PRIF Evaluation Letters (summary of assets for December 31, 2008) (mailed on February 19, 2009)

January Top Client Questions or Situations:

Click on T3 mailing details or T5013 mailing details for information on their mailing.

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 2009. All rights reserved.

US Tax Reporting

For American Clients (or with W-9)

Client Tax Helpers

My DS Online Account

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