Tax Planning for Private Investors
Here is a Tax Planning Calendar highlighting some important tax dates during the calendar year.
Tax Reporting Guide
A guide designed to help you and your tax advisor prepare your tax return as related to your investments with RBC Dominion Securities. Click here to view the Tax Reporting Guide now.
The Tax Reporting Guide features:
Tax Mailing Updates: latest new and real-time updates of the mail dates for RBC Dominion Securities tax packages.
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 and examples of how they look.
Sample Tax Package: a practical sample that shows you and your tax advisor all of the tax information slips and supporting documents that RBC Dominion Securities provides.
Frequently Asked Questions: a collection of the most common questions we receive concerning tax reporting. If you have any questions that are not covered by this guide, or to learn more about the Tax Reporting Guide, please contact us.