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As a TD Direct Investing / Easy Trade client, what are the key tax dates and when should I expect my tax documents?
The current tax year runs from January 1st, 2025 to December 31st, 2025.
The tax reporting period for Trusts run from January 1st, 2025 to December 31st, 2025.
Key dates for filing taxes and making contributions:
| March 2, 2026 | Last day for all to contribute to Registered Savings Plan (RSP) account for the 2025 tax year. |
| March 31, 2026 |
Last day to file tax returns for trusts. |
| April 30, 2026 | Last day for self-employed individuals to pay any owed taxes. |
| April 30, 2026 |
Last day for individuals to file tax returns and pay tax owing. |
| June 15, 2026 |
Last day for self-employed individuals to file your tax returns. |
Tax documents and distribution dates
| REGISTERED ACCOUNTS | ||
| Document | Description | Expected distribution date |
| NR4 (RSP) | Record of withdrawals from Retirement Savings Plans (RSPs) by non-residents of Canada. | March 31, 2026 |
| NR4 (RIF) | Record of withdrawals from Retirement Income Funds (RIFs) by non-residents of Canada. | March 31, 2026 |
| RL-2/Relevé 2 | Statement of income from RSPs for residents of Quebec. | February 28, 2026 |
| RL-32/Relevé 32 | Statement reports contributions, withdrawals (including taxable withdrawals and income tax deducted), and transfers in and out of the First Home Savings Account (FHSA) for residents of Quebec | February 28, 2026 |
| RSP Contribution Receipt(s) | Summary of all RSP contributions from March 4, 2025 to March 2, 2026. |
|
| T4A / Relevé 1 | Withdrawals from Registered Education (RESPs). | February 28, 2026 |
| T4A / Relevé 1 | Withdrawals from Registered Disability Savings Plan (RDSPs). | February 28, 2026 |
| T4PS | Employers provide a statement of employee profit-sharing plan allocations and payments. Employers provide a statement of employee profit-sharing plan allocations and payments. | This varies from employer to employer. |
| T4RSP | Statement of income from RSPs. | February 28, 2026 |
| T4RIF | Statement of income from RIFs. | February 28, 2026 |
| T4FHSA | Statement reports contributions, withdrawals (including taxable withdrawals and income tax deducted), and transfers in and out of the FHSA | February 28, 2026 |
| NON-REGISTERED ACCOUNTS | ||
| Document | Description | Expected distribution date |
| NR4 | Statement of Canadian income and taxes withheld for non-residents of Canada. | March 31, 2026 |
| NR4 (RSP) | Statement of withdrawals from Retirement Savings Plan (RSP) by non-residents. | March 31, 2026 |
| NR4 (RIF) | Record of withdrawals from Retirement Income Fund (RIF) by non-residents. | March 31, 2026 |
T3/RL-16 |
Statement of income from dividends, interest, and capital gains.
|
March 31, 2026, from the fund company |
| T5/R3 Slip | Statement of income from pension, retirement, annuity, and other sources. Note: TD Easy TradeTM clients will not receive T5/R3 slips if your income from investments is less than $50.00. |
February 28, 2026 |
| T5008/R-18 | Statement of amounts credited to you for securities you disposed of or redeemed during the current tax year. | February 28, 2026 |
| T5013/R-15 | Statement of income from a business partnership. | March 31, 2026 |
| 1042-S | Statement of reportable U.S. Source income for Simple Trust, Grantor Trust, and Partnership reporting | March 14, 2026 |
| 1099-INT | Statement of interest earned on securities held by U.S. persons. | January 31, 2026 |
| 1099-DIV | Statement of dividends earned on securities held by U.S. persons. | January 31, 2026 |
| 1099B Substitute | Statement of reportable dispositions and any backup withholding applied on securities held by U.S. persons. | March 14, 2026 |
| OTHER NON-GOVERNMENT DOCUMENTS | ||
| Document | Description | Expected distribution date |
| Foreign Property Report | Lists the values of foreign assets for non-registered accounts. If applicable, this is part of your year-end resource package. | March 3, 2026 |
| Investment Income Summary (for T5 recipients) | Filed T5 information return. | February 28, 2026 |
| Realized Gains and Losses | The Realized Gains and Losses (RGL) report, lists all of your securities that have been disposed of in 2025. This report is available as a part of your tax documents only if you have an account with a sale or deemed disposition that leads to a gain or loss. It should not be included when filing your tax returns. Important: We cannot guarantee the accuracy or completeness of the book cost in the RGL report as this may be impacted by various transactions, such as transfers to TD Direct Investing from another institution or corporate actions. |
March 3, 2026 |
| Summary of Trust Income (excluding Mutual Funds) | Summary of trust income allocations and designations. | March 31, 2026 |
| Trading Summary | Summary of amounts paid or credited to you for securities you disposed of or redeemed during the current tax year. It lists purchase/sale prices, dates, and commissions. | February 28, 2026 |
Learn more:
- Understanding Taxes and Your Investments with Price Waterhouse Cooper
- Tax Considerations MasterClass
- Tax Planning Strategy webinar
The information contained herein has been provided by TD Direct Investing and is for information purposes only. The information has been drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual's objectives and risk tolerance.TD Direct Investing is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Easy Trade is a service of TD Direct Investing, a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. ®The TD logo and other TD trademarks are the property of The Toronto-Dominion Bank or its subsidiaries.
Please note that the answers to the questions are for information purposes only for the products discussed. Individual circumstances may vary. In case of discrepancy, the documentation prevails.