Tax receipts and slips

These documents are from Fidelity Clearing Canada

Access your tax receipts and slips

1. Log into Investor Portal

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2. Navigate to E-Documents

Default time frame is last 30 days, apply filters (ex: account, document type, date range) as needed.

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3. Download your tax slip

Click the document you need to download and save/print from your computer.

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Dates for tax receipts and slips

To help you organize your paperwork and know more timelines, we've created a table to list the different types of tax receipts and slips we prepare.

What you need to know

2025 RRSP contribution deadline – March 2, 2026
Deadline to file a Trust return – March 31, 2026
2025 tax filing deadline for individuals – April 30, 2026

Tax receipts and slips schedule

Registered accounts

Tax document and description	Regulatory deadline	Digital statement available online	Expected mailing date
RRSP contribution receipts – For contributions made Mar. 4, 2025 to Dec. 31, 2025 Reports contributions to a RRSP regardless of amount.	May 1, 2026	Jan. 17, 2026	Jan. 19, 2026
RRSP contribution receipts – For contributions made between Jan. 1 and Mar. 2, 2026 Reports contributions to a RRSP regardless of amount. Regular mailings will continue through January and February, with the final mailing scheduled for March 19.	May 1, 2026	Mar. 19, 2026	Mar. 19, 2026
T4RSP / T4RIF / Relevé 2 (RL-2) Reports withdrawals and tax from a RRSP/RRIF regardless of amount. Quebec residents also receive RL-2.	Mar. 2, 2026	Feb. 21, 2026	Feb. 23, 2026
T4A / Relevé 1 (RL-1) Reports withdrawals and tax from a RESP regardless of amount. Quebec residents also receive RL-1.	Mar. 2, 2026	Feb. 21, 2026	Feb. 23, 2026
T4FHSA / Relevé 32 (RL-32) Reports withdrawals, tax and contributions on a FHSA regardless of amount. Quebec residents also receive RL-32.	Mar. 2, 2026	Feb. 28, 2026	Mar. 2, 2026
TFSA / RESP / RRSP / RRIF Non‑Qualified Investment Summary Reports non-qualified acquisitions and dispositions in TFSA / RESP / RRSP / RRIF.	Mar. 2, 2026	Jan. 31, 2026	Feb. 2, 2026
NR4 (Registered plans) Reports withdrawals and tax from a RRSP/RRIF if $50 or more gross income was paid during the year.	Mar. 31, 2026	Feb. 21, 2026	Feb. 23, 2026

Non-registered accounts

Tax document and description	Regulatory deadline	Digital statement available online	Expected mailing date
1099DIV / 1099INT / 1099B / Summary* Reports U.S. sourced dividends, interest and deposits paid to U.S. Persons (U.S. citizens) resident outside of the U.S. Reports global income to U.S. Persons (U.S. citizens/residents) resident in the U.S. Type of income and tax reported can vary.	Feb. 2, 2026	Jan. 24, 2026	Jan. 26, 2026
T5 / Relevé 3 (RL-3) / Summary* Reports Canadian and foreign income of $50 or more. Quebec residents also receive a RL-3. Income from mutual fund corporations are reported by mutual fund companies.	Mar. 2, 2026	Feb. 28, 2026	Mar. 2, 2026
Foreign Asset Verification Report Reports foreign property (including US stock). Clients who own more than $100,000 CAD in foreign property are required to report this information to the CRA on a T1135.	N/A	Feb. 28, 2026	Mar. 2, 2026
T5008 Reports taxable gains and losses (dispositions of securities). Taxable gains/losses from mutual fund corporations are reported by mutual fund companies.	Mar. 2, 2026	Feb. 28, 2026	Mar. 2, 2026
T5008 / Relevé 18 (RL-18) Reports taxable gains and losses (dispositions of securities). Taxable gains/losses from mutual fund corporations are reported by mutual fund companies. Québec residents may be issued a consolidated T5008/RL-18 instead of separate T5008 and RL-18 slips.	Mar. 2, 2026	Feb. 28, 2026	Mar. 2, 2026
T3 / Relevé 16 (RL-16) Reports income and capital gains deemed to have been received from Trust Units during the trust’s fiscal year. Quebec residents also receive an RL-16. Income from mutual fund trusts are reported by fund companies.	Mar. 31, 2026	Mar. 28, 2026	Mar. 30, 2026
T5013 / Relevé 15 (RL-15) Reports distributions received from Limited Partnerships during the partnership’s fiscal year. Quebec residents also receive a RL-15.	Mar. 31, 2026	Apr, 1, 2026	Mar. 31, 2026
NR4(T5013) Reports distributions received from Limited Partnerships during the partnership’s fiscal year.	Mar. 31, 2026	Apr, 1, 2026	Mar. 31, 2026
K1 For holders of Publicly Traded US Partnerships (PTP).	Mar. 16, 2026	N/A	Mar. 13, 2026
NR4(T3) Reports income and capital gains deemed to have been received from Trust Units during the trust’s fiscal year. Income from mutual fund trusts are reported by fund companies.	Mar. 31, 2026	Mar. 25, 2026	Mar. 25, 2026

Tax slip FAQs

How do I find older or historical tax slips?

When viewing E-documents, some documents may be hidden by default.

If you don’t see older tax slips:

Expand the filter options
Update the date range: Last 30 days, Year to Date, or a customized date range are the options

Adjusting your filters lets you view documents from prior years when available online.

What’s the difference between statements, trade confirmations, and tax slips?

Statements, trade confirmations, and tax slips are different document types and are issued at different times:

Statements summarize your account activity and holdings over a specific period
Trade confirmations confirm individual transactions, such as purchases or sales
Tax slips report income or transactions that may need to be included when filing your taxes

Because they serve different purposes, these documents may appear separately in E-documents and may not be available at the same time.

Which tax slips don’t appear online?

Some tax slips may not be available online because they’re issued directly by a fund company that manages the investment.

Will I receive tax slips for closed accounts?

Yes. Tax slips may still be issued for accounts that were closed during the tax year if there was reportable activity before the account was closed. Depending on the type of slip, it may be available online or delivered by mail.

Why don’t I see tax slips for all my household accounts or for my spouse?

Tax slips are issued at the account level, not at the household level.

If your spouse or another family member has their own account:

Their tax slips will appear under their own login credentials, or
They may receive their slips separately by mail.

Make sure you’re logged into the correct account when searching for documents.

What if my tax slip is available through another portal?

Some tax slips may be available through:

Another Manulife portal, or
A fund company’s website if the investment is held or serviced outside Manulife Wealth.

If you’re unsure where to access your tax slip, Manulife Wealth Investor Support can help point you in the right direction.

Important disclosure

* These are not official tax documents and there is no official regulatory deadline.