Helping you prepare your tax return

February 26, 2020 | The Simbul-Lezon Wealth Management Group

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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.

We are pleased to provide a guide designed to help you and your tax advisor prepare your tax return as related to your investments with RBC Dominion Securities.

The Tax Reporting Guide features:

  • Tax Mailing dates

    • Expected mailing dates for packages and slips such as RRSP Contribution Receipts, T4RSP, T4RIF, T3, T5, Realized gains & losses, etc. 

  • Tax information checklist

    • A useful reference outlining all the Canadian and U.S. tax information slips and supporting documents you may receive from RBC Dominion Securities, including descriptions of how to use them. 

Important dates

  • March 02, 2020 - last day for 2019 RRSP contributions.

  • April 30, 2020 - last day to file your 2019 tax return without penalty.

  • June 15, 2020 - last day to file your 2019 tax return without penalty if you are self-employed

View the Tax Reporting Guide now. 

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Tax

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