Tax receipts and slips

RRSP contribution receipts – For contributions made prior to Dec 31, 2024

Reports contributions to a RRSP regardless of amount.

Mar. 31, 2025

Jan. 18, 2025

Jan. 20, 2025

RRSP contribution receipts – For contributions made between Jan. 1 and Mar. 3, 2025

Reports contributions to a RRSP regardless of amount.

Mar. 31, 2025

Mar. 21, 2025

Mar. 24, 2025

T4RSP / T4RIF / Relevé 2 (RL-2)

• Reports withdrawals and tax from a RRSP/RRIF regardless of amount.
• Quebec residents also receive RL-2.

Feb. 28, 2025

Feb. 27, 2025

Feb. 28, 2025

T4A / Relevé 1 (RL-1)

• Reports withdrawals and tax from a RESP regardless of amount.
• Quebec residents also receive RL-1.

Feb. 28, 2025

Feb. 27, 2025

Feb. 28, 2025

TFSA Non‑Qualified Investment Summary

• Reports non-qualified acquisitions and dispositions in TFSA.
• Manulife Wealth Inc. only.

Feb. 28, 2025

Feb. 4, 2025

Feb. 7, 2025

RRSP / RRIF Non‑Qualified Investment Summary

• Reports non-qualified acquisitions and dispositions in RRSP / RRIF.
• Manulife Wealth Inc. only.

Feb. 28, 2025

Feb. 7, 2025

NR4 (Registered plans)

• Reports withdrawals and tax from a RRSP/RRIF if $50 or more gross income was paid during the year. 
• If less than $50 was paid and tax was withheld, this is also reported on the NR4.

Mar. 31, 2025

Feb. 27, 2025

Mar. 28, 2025 for FCC

Feb. 28, 2025

Mar. 31, 2025 for FCC

1099DIV / 1099INT / 1099B / Summary*

• Reports U.S. sourced dividends, interest and deposits paid to a U.S. Person (U.S. citizen), issued to U.S. Persons (U.S. citizens and U.S. residents). 
• Type of income and tax reported can vary. 
• Manulife Wealth Inc. only.
• NOTE: You may want to reference the Income Tax Reporting Guide for more information for Manulife Wealth Inc.

T5 / Relevé 3 (RL-3) / Summary*

• Reports Canadian and foreign income of $50 or more.
• Quebec residents also receive a RL-3.
• Income from Mutual Fund Corporations are reported by Mutual Fund Companies.

Foreign Asset Verification Report

• Reports foreign property (including US stock).
•  Clients who own more than $100,000 CAD in foreign property are required to report this information to the CRA on a T1135. 
• Manulife Wealth Inc. only.

T5008

• Reports taxable gains and losses (dispositions of securities).
• Manulife Wealth Inc. – Taxable gains/losses from mutual fund corporations are reported by mutual fund companies.
• NOTE: You may want to reference the Income Tax Reporting Guide for more information for Manulife Wealth Inc.

T5008 / Relevé 18 (RL-18)

• Taxable gains/losses from mutual fund corporations are reported by mutual fund companies. 
• Québec residents may be issued a combined T5008/RL-18 instead of separate T5008 and RL-18 slips. 

T3 / Relevé 16 (RL-16)

• Reports income and capital gains deemed to have been received from Trust Units during the trust’s fiscal year. 
• Quebec residents also receive an RL-16.
• Income from mutual fund trusts are reported by fund companies.

T5013 / Relevé 15 (RL-15)

• Reports distributions received from Limited Partnerships during the partnership’s fiscal year.
• Quebec residents also receive a RL-15.

NR4 / Summary* (Non‑Registered)

• Reports Canadian-sourced income and tax if more than $50 gross income was paid during the year.
• If less than $50 was paid and tax was withheld, this is also reported on an NR4.
• Income from mutual fund corporations is reported by mutual fund companies.