Tax Reporting Guide

To help you and your tax advisor prepare your 2008 tax return, we have gathered together important tax information related to your RBC Dominion Securities accounts. Whether you prefer a checklist, one-page summary, or detailed month-by-month breakdown, the following information is presented in several different formats so you can choose the one that works best for you. This year, we have added T3/Relevé 16 and T5013(A)/ Relevé 15 mailing details to our Tax Updates page.

• Tax Mailing Calendar – Click on a month for what forms you should expect, and who to expect them from, along with details, samples and relevant filing information for any type of slip you could be receiving.
• Q&A – Top client questions concerning tax reporting.
• Tax Mailing Summary – One-sheet basics on each type of tax mailing.
• Tax Form Checklist – Handy for your tax slip folder.
• U.S. Tax Reporting for American clients (or with W-9).
• Tax Updates – All the latest on Federal Government issuer deadlines, average exchange rates, and T3/T5013(A)/R16/R15 mailing information, updated regularly.

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.