Tax receipts and slips schedule for 2022

 

Tax receipts and slips schedule: Registered accounts

Tax document	Description	Regulatory deadline
RRSP contribution receipts – For contributions made prior to Dec 31, 2021	Reports contributions to a RRSP regardless of amount.	Feb. 5, 2022
RRSP contribution receipts – For contributions made between Jan. 1 and Mar. 1, 2022	Reports contributions to a RRSP regardless of amount.	Feb. 5, 2022
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, 2022
T4A/Relevé 1 (RL-1)	Reports withdrawals and tax from a RESP regardless of amount. Quebec residents also receive RL-1.	Feb. 28, 2022
TFSA Non-Qualified Investment Summary	Reports non-qualified acquisitions and dispositions in TFSA. Manulife Wealth Inc. only.	Feb. 28, 2022
RRSP/RRIF Non-Qualified Investment Summary	Reports non-qualified acquisitions and dispositions in RRSP / RRIF. Manulife Wealth Inc. only.	Feb. 28, 2022
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, 2022

Tax receipts and slips schedule: Non-Registered accounts

Tax document	Description	Regulatory deadline
99DIV/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..	Jan. 31, 2022
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.	Feb. 28, 2022
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.	Feb. 28, 2022
T5008	Reports taxable gains and losses (dispositions of securities). Manulife Wealth Inc. (MSIS) – 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. and Manulife Wealth Inc.	Feb. 28, 2022
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.	Feb. 28, 2022
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.	Mar. 31, 2022
T5013/Relevé 15 (RL-15)	Reports distributions received from Limited Partnerships during the partnership’s fiscal year. Quebec residents also receive a RL-15.	Mar. 31, 2022
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.	Mar. 31, 2022
Masters Fee Summary**	Summary list of fees (including taxes) charged in a given calendar year including which account(s) the fees were paid in Provided for non-registered accounts only.	Not applicable
Advisor Managed Program Fee Summary**	Summary list of fees (including taxes) charged in a given calendar year including which account(s) the fees were paid in Provided for non-registered accounts only.	Not applicable
Premier Fee Summary**	Summary list of fees (including taxes) charged in a given calendar year including which account(s) the fees were paid in Provided for non-registered accounts only.	Not applicable

For more information, visit the Canada Revenue Agency website at www.canada.ca/en/revenue-agency.html

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For More information visit: https://www.manulifewealth.ca/

*Online delivery of tax documents is provided through Manulife online access.  Online tax documents are available for all Manulife Wealth Inc. nominee clients and are expected to be available within a week of the mailing date.  Clients who have elected the online delivery of account documents will receive an email notification when the document is available for viewing.

** These are not official tax documents and there is no official regulatory deadline.