Tax receipts and slips

These documents are from Fidelity Clearing Canada

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

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