RBC client guide to 2023 tax reporting

January 04, 2024 | Gary Weatherup


Share

This guide summarizes the important dates and required tax information to prepare your annual tax return. It also includes a handy list of potential tax slips you may receive from RBC Dominion Securities.

Important dates

  • February 29, 2024 – last day for 2023 RRSP contributions.
  • April 30, 2024 – last day to file your 2023 tax return without penalty.
  • June 17, 2024 – last day to file your 2023 tax return without penalty if you are self-employed.

Access your tax slips online

  • To help make tax time easier for you, your 2023 tax slips are available through RBC Wealth Management® Online, including mutual fund tax slips issued by RBC® (tax slips issued by other issuers outside of RBC will continue to be sent by regular mail). Simply log in to RBC Wealth Management Online to view your tax documents. For access to RBC Wealth Management Online, please contact the office at 519-675-2021.

Common questions:


When am I going to get my tax slips?

 

Tax slips – what do you need to know about?

  • Multiple account holders/estates
  • Residency changes
  • Return of capital
  • Non-resident
  • Foreign spin-offs
  • Foreign currency

Please feel free to contact us / your relationship manager, if you have any questions.