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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 Direct Investing, TD Wealth Financial Planning or TD Wealth Private Investment Advice and you are registered for eServices, you can view and retrieve tax receipts online in WebBroker. You'll receive an email when these become available.

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.

 
Tax documents and distribution dates
 
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.

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