Getting ready to file your tax return

Tax season is an important and busy time as you gather all your required documents to file your tax return. We want to help you with this process by helping you understand what tax slips or other supporting documents you can expect to receive from us, when you can expect to receive them, and other key information, so that you’re organized for tax-time.

Check out our complete List of tax resources.

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. (opens in a new tab)

For Margin account holders, at a high level here's what you can expect to receive:

• If you deposited money into your account or purchased stocks or other investments, you don't receive a tax slip; however, your purchases will appear on a Trading Summary

• If you sold investments you previously purchased (including transferring them to a registered account), you receive a T5008 tax slip and the sale is included on the Trading Summary

• If investments you bought paid income, like a dividend or interest, we provide you with an Income Summary and, if the income is above a certain amount (for T5s), a tax slip based on your residency will also be provided

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:

• Contributions

• Withdrawals

• Account income earned for U.S. persons from U.S. sources

For detailed information, see Tax considerations for your registered account.