What’s new this tax season at MD?
New T5/Relevé 3 summary
Receiving a T5 or Relevé 3 this year?
MD will mail an Investment Income Summary with your tax slip, including details of dividend and interest income.
Fewer tax slips, more information: T3, Relevé 16
Do you hold more than one MD fund?
Instead of receiving multiple slips, you will receive only one T3 or Relevé l6 this year. A Summary of Mutual Fund Trust Income will be mailed with this tax slip, providing a breakdown by fund of income received.
Target and actual mailing dates
MD Target |
Items |
Date sent |
Late January |
RRSP contributions tax receipt |
January 16, 2012 |
Late January to |
1099-INT, 1099-DIV, 1099B |
January 31, 2012 |
Early to |
T5, Relevé 3, NR4 |
February 24, 2012 |
Mid to late February |
T4RSP, Relevé 2, NR4 |
January 31, 2012 |
Late February |
RRSP contributions tax receipt |
February 15, 2012 |
| Late February to late March |
T3, Relevé 16, NR4 | February 17, 2012 |
Late Feb to |
Statement of Security Dispositions |
February 22, 2012 |
Late March |
RRSP contributions tax receipt |
March 22, 2012 |
Late March |
T5013A, T5013, Relevé 15 |
*The target mailing dates are estimates only.
Note: During tax season, you will also receive financial statements from MD. These are for your reference only and are not required for filing your tax return.
