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2017 Tax Reporting Schedule for Members of TD …

2017 Tax Reporting Schedule for Members of TD employee future Builder Group savings plan Your contribution receipts and T5/Relev 3 slips will be mailed in hardcopy to your home address, according to the timelines below. Once mailed, copies will also be available to download and print online* from the Benefits & Pension website. From work, click on HR Links on your TD intranet home page or from home, go to . After selecting the Benefits & Pension website, click on Financial Well-Being > TD Tools & Resources > savings Statement & Tax Slips. If you have questions about your tax slips or for more information please visit Ask HR or call the HR Contact Centre at 1-844-ASK-TDHR (1-844-275-8347). TYPE DESCRIPTION ISSUER MAILING TIMELINES Contribution receipts (RRSP) Receipt for contributions you made to the TD employee future Builder Group RSP for the period from: March 2017 to December 2017 January 2018 through February 2018 Morneau Shepell End of January 2018 End of March 2018 T5 / Relev 3 (non-registered account) Statement of investment income showing your investment income earned (interest and dividends) during the tax year (for non-registered accounts).

2017 Tax Reporting Schedule for Members of TD Employee Future BuilderGroup Savings Plan . Your contribution receipts and T5/Relevé 3 slips will be mailed in hardcopy to your home address, according to the timelines

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Transcription of 2017 Tax Reporting Schedule for Members of TD …

1 2017 Tax Reporting Schedule for Members of TD employee future Builder Group savings plan Your contribution receipts and T5/Relev 3 slips will be mailed in hardcopy to your home address, according to the timelines below. Once mailed, copies will also be available to download and print online* from the Benefits & Pension website. From work, click on HR Links on your TD intranet home page or from home, go to . After selecting the Benefits & Pension website, click on Financial Well-Being > TD Tools & Resources > savings Statement & Tax Slips. If you have questions about your tax slips or for more information please visit Ask HR or call the HR Contact Centre at 1-844-ASK-TDHR (1-844-275-8347). TYPE DESCRIPTION ISSUER MAILING TIMELINES Contribution receipts (RRSP) Receipt for contributions you made to the TD employee future Builder Group RSP for the period from: March 2017 to December 2017 January 2018 through February 2018 Morneau Shepell End of January 2018 End of March 2018 T5 / Relev 3 (non-registered account) Statement of investment income showing your investment income earned (interest and dividends) during the tax year (for non-registered accounts).

2 January 2017 to December 2017 Morneau Shepell End of February 2018 T4 RSP* (RRSP withdrawal) NR4 (RRSP) Statement of RRSP income detailing the amount you withdrew and the amount of tax withheld for Reporting on your income tax return. Statement of amounts paid or credited to non-residents of Canada. Dividends earned during the tax year will be reported on this form. January 2017 to December 2017 CIBC Mellon Mid-February 2018 *Note: T4 RSP s will be mailed in hardcopy only and will not be posted online. For more information about tax Reporting or forms, visit the website of the Canada Revenue Agency at and Revenu Qu bec at.


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