Here you can find details on when you can expect your tax documents and instructions on how to access them.
Here is an approximate timeline of when you can expect tax documents from IG Wealth Management.
|
Date* |
Document Type |
|---|---|
|
January 27, 2025 |
RRSP contribution receipt (for contributions between March and December 2024) |
|
February 28, 2025 |
Tax slips for individual and corporate accounts (T3, T5, T4A, T5008) |
|
February 28, 2025 |
RRSP, Spousal RRSP, RIF, Spousal RIF, LIF (T4RSP/T4RIF slips) |
|
March 28, 2025 |
RRSP contribution receipt, first 60 days of 2025 |
|
March 28, 2025 |
Tax slips for equity securities (T3, T5, T5013) |
A statement of all RRSP contributions you made between March and December 2024.
These slips will be issued if you have earned any interest, dividends or capital gains in a Personal, Joint or Business account, depending on the investments you hold in those accounts.
T3 & T5 slips issued on February 28 are mainly related to mutual funds.
You can also run the Realized gain/loss report through IG Online Access to get additional information for capital gains and losses reported on the T5008.
Note: For any of your holdings in external mutual funds, any T3 or T5 slips will be issued directly to you by the external mutual fund company depending on the timeline determined by the issuer.
These slips confirm the amounts that have been withdrawn from these accounts and have been reported to the CRA.
This receipt confirms all RRSP contributions made during the first 60 days of 2025 (if applicable). These contributions are deductible on your 2024 tax return to the extent you have available RRSP contribution room.
These slips will be issued if you have earned any interest, dividends, capital gains or partnership income from securities held in a Personal, Joint or Business account.
*The dates provided are accurate as of the day of publication; however, they are subject to change and may be updated. Please follow our continued updates to ensure that you are receiving information regarding any potential changes to this schedule. This is a general source of information only. It is not intended to provide personalized tax advice.