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What are the key dates for the 2020 tax season and when can I expect my documents?
TD Direct Investing, TD Wealth Financial Planning, TD Wealth Private Investment Advice, TD GoalAssist™
Helping you prepare for the 2020 tax season
Key dates:
|
March 1, 2021 |
Last day to contribute to 2020 Registered Savings Plan (RSP) |
| April 30, 2021 | The tax return filing due date for individuals other than trusts. |
|
March 30, 2021 |
The tax return filing date for trusts with a December 31, 2020 year end. |
|
June 15, 2021 |
Last day to file your 2020 tax return if you are self-employed without incurring a possible penalty. Any balance owing must be paid on or before April 30, 2021. |
- Watch our Tax Planning Strategy webinar
- To sign up for eServices or to view your documents, login to WebBroker , select ACCOUNTS, then under Account Details,select Documents (eServices), and Tax Documents, by December 31, 2020
If you are a client of TD GoalAssist, you can view and retrieve tax receipts in the TD GoalAssist app. You'll receive an email when these become available.
| REGISTERED ACCOUNTS | ||
| Document | Description |
Expected distribution date |
| RSP Contribution Receipts | All RSP Contributions |
Week of January 4, 2021 for any contributions made between March 3 and December 31, 2020. Weekly starting January 6, 2021 for contributions made in the first 60 days of 2021. |
| NR4 Retirement Savings Plan (RSP) | Non-resident withdrawals from RSP | March 31, 2021 |
| NR4 Retirement Income Fund (RIF)3 | Non-resident withdrawals from RIF | March 31, 2021 |
| T4RSP | Withdrawals from RSP | March 1, 2021 |
| T4RIF | Withdrawals from RIF | March 1, 2021 |
| Relevé 2 | Quebec residents - submitted with T4RSP/T4RIF | March 1, 2021 |
| T4A/Relevé 1 | Registered Education Savings Plan (RESP) withdrawals | March 1, 2021 |
| T4A/Relevé 1 | Registered Disability Savings Plan (RDSP) withdrawals | March 1, 2021 |
| NON-REGISTERED ACCOUNTS | ||
| Document | Description | Expected distribution date |
| T5/R3 (Mutual Funds) | Income Distribution from Corporate Class Mutual Funds and High Interest Saving Account | March 1, 2021 from the fund company |
| T3/RL-16 (Mutual Funds) | Income Distribution and Return of Capital from Mutual Funds | March 1, 2021 from the fund company |
| T5/R3 | Dividend and interest income equal to or greater than $50 | March 1, 2021 |
| T5/R3 | All Split Corporation income | March 1, 2021 |
| T5008/R18 | All dispositions (sales, redemptions and maturities) for the tax reporting year. | March 1, 2021 |
| T3/RL-16 | Trust unit income | March 31, 2021 |
| T5013/RL-15 | Partnership income | March 30, 2021 |
| NR4 | Distributions to non-residents | March 31, 2021 |
| 1042S | US Source Income* Reporting for Simple Trust, Grantor Trust, and Partnership reporting | March 15, 2021 |
| 1099INT | U.S. person receiving interest income | February 1, 2021 |
| 1099DIV | U.S. person receiving dividend income | February 1, 2021 |
| 1099B Substitute | U.S. person receiving proceeds from sale | February 15, 2021 |
| Other non-government reports | Investment Income Summary if receiving a T5 | March 1, 2021 |
| Trading Summary | March 1, 2021 | |
| Summary of Trust Income, excluding Mutual Funds | March 1, 2021 | |
| Pending Trust Unit Summary | March 31, 2021 | |
Questions about the delivery of your tax slip(s)?
For TD Direct Investing: Call 1-800-465-5463
For TD GoalAssist: Call 1-877-250-2588
For TD Wealth Financial Planning: Contact your Financial Planner.
For TD Wealth Private Investment Advice: Contact your Investment Advisor.
For TD Wealth Private Investment Counsel: Contact your Portfolio Manager.
For specific tax advice, consult your tax advisor.
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, TD Wealth Financial Planning and TD Wealth Private Investment Advice are divisions of TD Waterhouse Canada Inc. TD GoalAssist is a service of TD Direct Investing .TD Wealth Private Investment Counsel represents the products and services offered by TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank. All trademarks are the property of their respective owners. ® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.
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.