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Tax Reporting Guide
This checklist is designed to help you gather tax slips you may receive for Tax Year 2008. 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 for a one-page version you can print for your tax slip folder.
| RBC Dominion Securities Tax Slip Mailings Expected in January 2009: |
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| RSP Contribution Receipt (for contributions made up to December 31, 2008) | ||
| U.S. Tax Slips (see below, for detail) | ||
| RIF/LIF/LRIF/PRIF Evaluation Letters (summary of assets for December 31, 2008) | ||
| Expected in February 2009: | ||
| T5/Relevé 3 (for investment income or dividends over $50 in 2008) | ||
| 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, 2009) | ||
| Summary of Investment Income and Expenses (for investment income or dividends over $50 in 2008) | ||
| Summary of Security Dispositions (for any security dispositions in 2008) | ||
| Income Trust Disposition Gain/Loss Worksheet (if any income trust security dispositions in 2008) | ||
| Year-end Supplementary Tax Information (for Access/Parameters clients) | ||
| Summary of Fees (for Advisor/PIM clients) | ||
| "Important Information Regarding Outstanding Tax Documents" (Clients expected to receive T3s and/or T5013s will receive a summary list of these anticipated T3s and T5013s, based on account activity in 2008) | ||
| Expected in March 2009: | ||
| 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 28, 2009) | ||
| Statement of Trust Income Allocations (included with T3 for Income Trusts) | ||
| Expected in April 2009: | ||
| 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 2009: |
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| 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 2009: | ||
| 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 2009 (with the possibility of amendments due to Canadian income trusts) |
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| 1099-DIV – Record of Dividends for Tax Year 2008 | ||
| 1099-INT – Record of Interest for Tax Year 2008 | ||
| 1099-B – Proceeds from Broker and Barter Exchange Transactions | ||
| Summary of 1099 Investment Income for Year 2008 | ||
| Expected in March 2009 | ||
| 1042-S – Foreign Person´s U.S. Source Income Subject to Withholding | ||
| The delivery of T3 and T5013 packages depends on the release of information by external issuers. The Federal Government passed legislation effective tax year 2007 requiring income trust and publicly-held limited partnership issuers to report to financial intermediaries such as RBC Dominion Securities by February 28. Despite the changes, you may receive tax packages into April due to late disclosures and amendments by some income trusts and limited partnership units. | ||
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.
