Investing
Tax considerations for your registered account
What tax slips can I expect to receive? You could receive a number of different tax slips from us, depending on the type of account you have, the income you’ve earned, and contributions you’ve made. See also: Important dates for tax slips. For Margin account holders, at a high level here's what you can expect to receive: For detailed information, see Tax considerations for your Margin account. For registered account holders, a tax slip can be generated if any of these activities occur, depending on the type of registered account: Note: If you have a Tax-Free Savings Account (TFSA), you do not receive a tax slip (unless you are a U.S. person who has earned income on U.S.-sourced investments). For detailed information, see Tax considerations for your registered account. Note: If you are unsure how to use the tax slips you receive, please consult a tax advisor.
You can also reach out to your tax or accounting advisor for help.
Deadlines to file taxes are as follows: Canada (Canada Revenue Agency – CRA) U.S. (Internal Revenue Service – IRS): April 15, 2021. For trusts with a taxation year ending on December 31, 2020, the due date for filing returns to the CRA is March 31, 2021.
These materials have been prepared for your information only and are not intended to provide, and should not be relied on for, tax or accounting advice. You should consult your own tax and accounting advisors for these matters.
Investing
Tax considerations for your registered account
Investing
Tax considerations for your Margin account
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