Please refer to the table below for information on tax slip(s) you may receive for your OneVest account(s) and investment portfolio(s).
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Non-registered accounts |
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| Tax slip | Available by (latest) | Overview |
| T5 (Federal)/RL3 (Quebec) Statement of Investment Income |
February 28 | Reports income related to dividends and interest income generated from securities. |
| T5008 (Federal)/RL18 (Quebec) Statement of Securities Transactions |
February 28 | Reports book value and proceeds of security deemed dispositions. |
| T3 (Federal)/RL16 (Quebec) Statement of Trust Income |
March 31 | Reports income from income trusts and mutual funds (reported by fund company). This includes totals for all taxable trust unit distributions. |
| T3 Breakdown | March 31 | Provides a breakdown of the type of income earned on income trusts. |
| T5013 (Federal)/RL15 (Quebec) Statement of Partnership Income |
March 31 | Reports gains and losses and/or distributions within a Limited Partnership. |
| Trading Summary | February 28 | Reports all purchases and sales of securities in your accounts for the calendar year. |
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Registered accounts |
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| Tax slip | Available by (latest) | Overview |
| RRSP contribution receipts for the last 10 months of 2022 | January 31 | Reports the value of cash and or securities contributed to your Registered Retirement Savings Plan (RRSP). |
| RRSP contribution receipts for the first 60 days of 2023 | March 31 | Reports the value of cash and or securities contributed to your Registered Retirement Savings Plan (RRSP). |
| T4RSP and T4RIF (Federal)/RL2 (Quebec) for RRSP and RRIF withdrawals | January 31 | If you made a withdrawal from your RRSP or RRIF, you will receive a T4RSP or T4RIF, as applicable, and an RL2 indicating the amount withdrawn and the tax withheld. |
| T4A/RL1 | February 14 | Issued for all withdrawals from an RESP account |
| Please note that there are no tax slips issued for TFSAs. | ||