Tax Resources

Tax Documents

Here you can find details on when you can expect your tax documents and instructions on how to access them.

Timeline for Tax Documents

Here is an approximate timeline of when you can expect tax documents from IG Wealth Management.

Date*

Document Type

January 26, 2026

RRSP contribution receipt (for contributions between March and December 2025)

February 27, 2026

Tax slips for individual and corporate accounts (T3, T5, T4A, T5008)

February 27, 2026

RRSP, Spousal RRSP, RIF, Spousal RIF, LIF (T4RSP/T4RIF slips)

March 27, 2026

RRSP contribution receipt, first 60 days of 2026

March 27, 2026

Tax slips for equity securities (T3, T5, T5013)

January 26, 2026

RRSP contribution receipt

A statement of all RRSP contributions you made between March and December 2025.

February 27, 2026

Tax slips for individual and corporate accounts (T3, T5, T4A, T5008)

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 27 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.

RRSP, Spousal RRSP, RIF, Spousal RIF, LIF (T4RSP/T4RIF slips)

These slips confirm the amounts that have been withdrawn from these accounts and have been reported to the CRA.

March 27, 2026

RRSP contribution receipt, first 60 days of 2026

This receipt confirms all RRSP contributions made during the first 60 days of 2026 (if applicable). These contributions are deductible on your 2025 tax return to the extent you have available RRSP contribution room.

Tax slips for equity securities (T3, T5, T5013)

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.