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What are the key dates for the 2019 tax season and when can I expect my documents?

TD Direct Investing, TD Wealth Financial Planning, TD Wealth Private Investment Advice
Helping you prepare for the 2019 tax season

Key dates:

March 2, 2020

Last day to contribute to 2019 Registered Savings Plan (RSP)

June 1, 2020 In view of the COVID -19 outbreak, the tax return filing due date has been extended to June 1, 2020 from April 30, 2020 for individuals other than trusts. However, for individuals who receive the GST credit or the Canada Child Benefit, it may be beneficial to file sooner to ensure that entitlements under the 2020-21 benefit year are not delayed.

May 1, 2020

In view of the COVID-19 outbreak, the tax return filing date for trusts with a December 31, 2019 year end, has been extended to May 1, 2020 from March 30, 2020.

June 15, 2020

Last day to file your 2019 tax return if you are self-employed without incurring a possible penalty. Any balance owing must be paid on or before September 1,2020.

 
In view of the COVID-19,the Canada Revenue Agency (CRA) will allow taxpayers to defer payment of any income tax amounts that become owing on or after March 18, 2020 until September 1, 2020. This relief would apply to tax balances due and instalment payments . No interest or penalties would accumulate during this period. Taxpayers who are required to remit quarterly instalments may benefit from 5 months of tax deferral.
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.
 
Tax documents and distribution dates
 
REGISTERED ACCOUNTS
Document Description

Expected distribution date

RSP Contribution Receipts All RSP Contributions 

Week of January 6, 2020 for any contributions made between March 2 and December 31, 2019.

Weekly starting January 6, 2020 for contributions made in the first 60 days of 2020.  

NR4 Retirement Savings Plan (RSP) Non-resident withdrawals from RSP March 31, 2020
NR4 Retirement Income Fund (RIF)3 Non-resident withdrawals from RIF  March 31, 2020
T4RSP Withdrawals from RSP March 2, 2020
T4RIF Withdrawals from RIF March 2, 2020
Relevé 2 Quebec residents - submitted with T4RSP/T4RIF  March 2, 2020
T4A/Relevé 1 Registered Education Savings Plan (RESP) withdrawals March 2, 2020
T4A/Relevé 1 Registered Disability Savings Plan (RDSP) withdrawals March 2, 2020

 

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 2, 2020 from the fund company
T3/RL-16 (Mutual Funds) Income Distribution and Return of Capital from Mutual Funds March 30, 2020 from the fund company
T5/R3 Dividend and interest income equal to or greater than $50 March 2, 2020
T5/R3 All Split Corporation income March 2, 2020
T5008/R18 All dispositions (sales, redemptions and maturities) for the tax reporting year. March 2, 2020
T3/RL-16 Trust unit income March 31, 2020
T5013/RL-15 Partnership income  March 30, 2020
NR4 Distributions to non-residents March 31, 2020
1042S US Source Income* Reporting for Simple Trust, Grantor Trust, and Partnership reporting March 16, 2020
1099INT U.S. person receiving interest income January 31, 2020
1099DIV U.S. person receiving dividend income January 31, 2020
1099B Substitute U.S. person receiving proceeds from sale February 17, 2020
Other non-government reports Investment Income Summary if receiving a T5 March 2, 2020
  Trading Summary March 2, 2020
  Summary of Trust Income, excluding Mutual Funds March 30, 2020
  Pending Trust Unit Summary March 30, 2020

 

Questions about the delivery of your tax slip(s)?

For TD Direct Investing: Call 1-800-465-5463  
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 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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