TAX TIME
IS HERE
Over the next few weeks you will be preparing your taxes for 2025. With your investments,
you will be receiving many slips from us and different mutual fund companies.
As you prepare for tax time, you may use the information below to determine if you have all your investment tax slips before filing your 2025 taxes. Depending on your investments, you may receive all or some of the slips listed.
While iA Private Wealth issues tax slips and supporting documents, it is your responsibility to ensure that all income is reported on your Income Tax Return - whether or not it is reported on a tax slip.
You may find it helpful to provide this information to your tax advisor.
Use this as a handy guide!
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Important Links.
What You will Receive from Us
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T5 (and summary)
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T5008 (trading summary)
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Annual Fee Reports (for non-registered accounts)
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Capital Gain/Loss Report
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RSP Contribution slips​
What You will Receive Fund Companies
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T3 Slips
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T5 Slips (where it relates to corporate class mutual funds)
Frequently Asked Questions
The following frequently asked questions are provided to cover some of the most common queries received regarding tax documents.
Why am I receiving so many separate tax slips
Income from different investment types is reported on different tax slips. Dividends and interest income is reported on a T5, income from income trusts is reported on a T3 and income from a Limited Partnerships is reported on a T5013. Depending on the holdings in your account and the time we receive required information from the issuers, you may receive multiple tax slips.
Why haven’t I received a tax slip I usually get?
You should get a tax slip for all investments that have generated taxable income in a non-registered account. You may not have received a slip that you received last year because the investment didn’t generate any investment income or the investment income did not meet certain criteria (e.g. total investment income is less than $50, T5 or RL-3 will not be issued) in the current year. You will only receive a T5008 for proceeds of disposition if you sold any investments in the current tax year.
How do I know if I’ve received all of my tax slips? Do I have everything I need?
To find out if you have all tax slips for your investments, review your investment statements for all non-registered accounts and review how much you’ve earned on your non-registered accounts during the year. You should receive a tax slip for each investment that you have earned income on.
What if I file my tax return and then receive a tax slip in the mail?
Speak to your tax advisor to see if you need to refile the tax return.
Will I receive a T3 or T5 Tax slip from every mutual fund I’ve invested in?
You should receive a T3 slip for all mutual fund trusts that paid distributions and a T5 slip for corporate class mutual funds that paid dividends.
Frequently Asked Questions
The following frequently asked questions are provided to cover some of the
most common queries received regarding tax documents.
Why am I receiving so many separate tax slips
Income from different investment types is reported on different tax slips.
Dividends and interest income is reported on a T5, income from income trusts is reported on a T3 and income from a Limited Partnership is reported on a T5013.
Depending on the holdings in your account and the time we receive required information from the issuers, you may receive multiple tax slips.
Why haven’t I received a tax slip I usually get?
You should get a tax slip for all investments that have generated taxable income in a non-registered account.
You may not have received a slip that you received last year because the investment didn’t generate any investment income or the investment income did not meet certain criteria (e.g. total investment income is less than $50, T5 or RL-3 will not be issued) in the current year.
You will only receive a T5008 for proceeds of disposition if you sold any investments in the current tax year.
How do I know if I’ve received all of my tax slips? Do I have everything I need?
To find out if you have all tax slips for your investments, review your investment statements for all non-registered accounts and review how much you’ve earned on your non-registered accounts during the year.
You should receive a tax slip for each investment that you have earned income on.
What if I file my tax return and then receive a tax slip in the mail?
Speak to your tax advisor to see if you need to refile the tax return.
When Should I expect my tax slips?
For more information on important dates, please review the Tax slips checklist.
Will I receive a T3 or T5 Tax slip from every mutual fund I’ve invested in?
You should receive a T3 slip for all mutual fund trusts that paid distributions and a T5 slip for corporate class mutual funds that paid dividends.
Who can I contact if I have further questions?
Please contact Chris
P: 709-579-6518