Tax receipts and slips

Digital tax slips are available online soon

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

    • 2023 RRSP contribution deadline – February 29, 2024  
    • Deadline to file a Trust return – March 31, 2024 
    • 2023 tax filing deadline for individuals – April 30, 2024 
  • Reminder – Combined T5008/Relevé 18 (RL-18) Slip – Quebec Residents

    To reduce the number of slips received by Québec resident account holders, Revenu Québec (RQ) has collaborated with the Canada Revenue Agency and introduced a new combined T5008/Relevé 18 (RL-18) slip for Québec residents only.

    For more information, visit the Canada Revenue Agency website at www.canada.ca/en/revenue-agency.html.

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 prior to Dec 31, 2023

Reports contributions to a RRSP regardless of amount.

Mar. 31, 2024

Jan. 19, 2024

Jan. 23, 2024

RRSP contribution receipts – For contributions made between Jan. 1 and Feb. 29, 2024

Reports contributions to a RRSP regardless of amount.

Mar. 31, 2024

Mar. 11, 2024

Mar. 13, 2024

T4RSP / T4RIF / Relevé 2 (RL-2)

  • Reports withdrawals and tax from a RRSP/RRIF regardless of amount.
  • Quebec residents also receive RL-2.

Feb. 29, 2024

Feb. 23, 2024

Feb. 26, 2024

T4A / Relevé 1 (RL-1)

  • Reports withdrawals and tax from a RESP regardless of amount.
  • Quebec residents also receive RL-1.

Feb. 29, 2024

Feb. 23, 2024

Feb. 26, 2024

TFSA Non‑Qualified Investment Summary

  • Reports non-qualified acquisitions and dispositions in TFSA.
  • Manulife Wealth Inc. only.

Feb. 29, 2024

Feb. 7, 2024

Feb. 9, 2024

RRSP / RRIF Non‑Qualified Investment Summary

  • Reports non-qualified acquisitions and dispositions in RRSP / RRIF.
  • Manulife Wealth Inc. only.

Feb. 29, 2024

Feb. 7, 2024

Feb. 9, 2024

NR4 (Registered plans)

  • Reports withdrawals and tax from a RRSP/RRIF if $50 or more gross income was paid during the year. 
  • If less than $50 was paid and tax was withheld, this is also reported on the NR4.

Mar. 31, 2024

Feb. 23, 2024

Feb. 26, 2024

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 a U.S. Person (U.S. citizen), issued to U.S. Persons (U.S. citizens and U.S. residents). 
  • Type of income and tax reported can vary. 
  • Manulife Wealth Inc. only.
  • NOTE: You may want to reference the Income Tax Reporting Guide for more information for Manulife Wealth Inc.
Jan. 31, 2024 Jan. 31, 2024 Jan. 31, 2024

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.
Feb. 29, 2024 Feb. 28, 2024 Feb. 28, 2024

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. 
  • Manulife Wealth Inc. only.

 

Feb. 29, 2024 Feb. 28, 2024 Feb. 28, 2024

T5008

  • Reports taxable gains and losses (dispositions of securities).
  • Manulife Wealth Inc. – Taxable gains/losses from mutual fund corporations are reported by mutual fund companies.
  • NOTE: You may want to reference the Income Tax Reporting Guide for more information for Manulife Wealth Inc.
Feb. 29, 2024 Feb. 23, 2024 Feb. 26, 2024

T5008 / Relevé 18 (RL-18)

  • Taxable gains/losses from mutual fund corporations are reported by mutual fund companies. 
  • Québec residents may be issued a combined T5008/RL-18 instead of separate T5008 and RL-18 slips. 
Feb. 29, 2024 Feb. 23, 2024 Feb. 26, 2024

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, 2024 Mar. 29, 2024 Apr. 1, 2024

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, 2024 Mar. 29, 2024 Apr. 1, 2024

NR4 / Summary** (Non‑Registered)

  • Reports Canadian-sourced income and tax if more than $50 gross income was paid during the year.
  • If less than $50 was paid and tax was withheld, this is also reported on an NR4.
  • Income from mutual fund corporations is reported by mutual fund companies.
Mar. 31, 2024 Mar. 18, 2024 Mar. 25, 2024

Masters Fee Summary**

Summary list of fees (including taxes) charged in a given calendar year including which account(s) the fees were paid in. Provided for non-registered accounts only.

Not applicable    

Advisor Managed Program Fee Summary**

Summary list of fees (including taxes) charged in a given calendar year including which account(s) the fees were paid in. Provided for non-registered accounts only.

Not applicable    

Premier Fee Summary**

Summary list of fees (including taxes) charged in a given calendar year including which account(s) the fees were paid in. Provided for non-registered accounts only.

Not applicable

*Online delivery of tax documents is provided through Manulife online access.  Online tax documents are available for all Manulife Wealth nominee clients and are expected to be available within a week of the mailing date.  Clients who have elected the online delivery of account documents will receive an email notification when the document is available for viewing.

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

Go paperless with your tax slips

Three reasons to register online:

  • Faster: Online documents are available faster.
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  • Safer: No-touch access and privacy for your investment documents.
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Learn how to go paperless on Manulife online access

  • Once you are registered on our digital platform Manulife online access all you need to do is change your preferences to go paperless. Our short video will show you how to update your document preferences.

  • Manulife online access is our digital platform that provides investors online access to their statements, trade confirmations and tax reporting. Take a few minutes to watch this video for a full walk-though. Self-serve resources available manulife.ca/education.