How to report dividend tax from TD

Feb 24th, 2017 9:27 pm

#1

FlyOverMyDoodle [OP]: Sr. Member; Mar 14, 2015; 755 posts; 57 upvotes; Edmonton

Feb 24th, 2017 9:27 pm

They only sent a "investment summary tax form" and it only shows the dividends paid summed up.

No boxes, 21, 22 etc. Can I just take this added number and add it to my T5 and report in box 13?

Share:

Feb 24th, 2017 10:36 pm

#2

jerryhung: Deal Expert; Sep 19, 2004; 24141 posts; 5804 upvotes; where I belong

Feb 24th, 2017 10:36 pm

Pretty sure it's all on T5 already, no?

On my T5, I have box 24, 25, 26 filled with $ amounts

Which Credit Cards to sign up? >> Jerry's List of Credit Cards with $200+ Welcome bonus/Aeroplan & AMEX Churning FAQ
AMEX Personal 60K || Business Platinum 75K || Biz Gold 40K

Feb 24th, 2017 11:10 pm

#3

FlyOverMyDoodle [OP]: Sr. Member; Mar 14, 2015; 755 posts; 57 upvotes; Edmonton

Feb 24th, 2017 11:10 pm

Didn't get a T5 from TD, I guess it's delayed? Got one from Tangerine and only the investment summary from td

Feb 24th, 2017 11:31 pm

#4

angelus97: Sr. Member; Apr 22, 2014; 523 posts; 257 upvotes; Edmonton, AB

Feb 24th, 2017 11:31 pm

FlyOverMyDoodle wrote: ↑ Didn't get a T5 from TD, I guess it's delayed? Got one from Tangerine and only the investment summary from td

They have until the end of February. Patience.

Feb 24th, 2017 11:41 pm

#5

Gudkov: Newbie; Apr 17, 2013; 46 posts; 8 upvotes; Toronto

Feb 24th, 2017 11:41 pm

If i were you i'd register for a CRA account, if you haven't yet. If you did, T-slip information can be found there. If you happen to lose any T-slips or not receive them, the CRA get's a copy and enters it in their system for you to look it up.

+1

Feb 25th, 2017 7:33 am

#6

jerryhung: Deal Expert; Sep 19, 2004; 24141 posts; 5804 upvotes; where I belong

Feb 25th, 2017 7:33 am

FlyOverMyDoodle wrote: ↑ Didn't get a T5 from TD, I guess it's delayed? Got one from Tangerine and only the investment summary from td

Be patient

I have my T5, T5008, etc... from TDDI already, but they're still slowly adding stuff (between mid-late Feb)

FYI, CRA Auto-Fill doesn't have my T5 either YET...

Which Credit Cards to sign up? >> Jerry's List of Credit Cards with $200+ Welcome bonus/Aeroplan & AMEX Churning FAQ
AMEX Personal 60K || Business Platinum 75K || Biz Gold 40K

Feb 25th, 2017 7:51 am

#7

aubgray1: Member; Feb 8, 2017; 455 posts; 257 upvotes

Feb 25th, 2017 7:51 am

sometimes t5/t3 are late and get sent mid march. one year i had one come end of March after I filed

Feb 25th, 2017 7:54 am

#8

booblehead: Deal Expert; Jul 30, 2007; 29173 posts; 14922 upvotes; Toronto

Feb 25th, 2017 7:54 am

for T5, I got it from TD early this week (20th). Therefore, you should have yours by now or early next week.

Just wait

Feb 25th, 2017 8:23 am

#9

bubak: Deal Addict; Jul 15, 2009; 2237 posts; 1386 upvotes

Feb 25th, 2017 8:23 am

aubgray1 wrote: ↑ sometimes t5/t3 are late and get sent mid march. one year i had one come end of March after I filed

T3s always come end of March. T5s are end of February.

Feb 25th, 2017 8:26 am

#10

mkl38s: Deal Fanatic; Jan 21, 2014; 5453 posts; 2986 upvotes

Feb 25th, 2017 8:26 am

aubgray1 wrote: ↑ sometimes t5/t3 are late and get sent mid march. one year i had one come end of March after I filed

oh yeah, one year RBC sent me my T5 in May, which of course I already filed my tax. So I had to file an adjustment afterward. It wasn't post office false for sure. The stamp was dated April 30th so I called and complained, they just apologized for the inconvenience

Feb 25th, 2017 8:32 am

#11

aubgray1: Member; Feb 8, 2017; 455 posts; 257 upvotes

Feb 25th, 2017 8:32 am

mkl38s wrote: ↑ oh yeah, one year RBC sent me my T5 in May, which of course I already filed my tax. So I had to file an adjustment afterward. It wasn't post office false for sure. The stamp was dated April 30th so I called and complained, they just apologized for the inconvenience

i hear you. i think sending t4's by end of Feb is pretty much guaranteed. But T3 and T5 there is more "deviation" from the suggested mailing dates. and if the financial institution is late then too bad for you!

Feb 26th, 2017 3:16 pm

#12

Super_Chicken: Deal Addict; Sep 4, 2005; 2922 posts; 688 upvotes; Toronto

Feb 26th, 2017 3:16 pm

Just wait, you haven't got it yet. Questrade also doesn't send theirs out online until the end of March

. My taxes are always ready and waiting for that last T3/T5

Mar 19th, 2017 5:10 pm

#13

FlyOverMyDoodle [OP]: Sr. Member; Mar 14, 2015; 755 posts; 57 upvotes; Edmonton

Mar 19th, 2017 5:10 pm

If it's under $50 they won't send one correct? So would I just add on the amounts by myself under on line 13 for T5 stuff?

Mar 19th, 2017 6:25 pm

#14

Kasakato: Deal Expert; Mar 25, 2005; 21902 posts; 2718 upvotes

Mar 19th, 2017 6:25 pm

FlyOverMyDoodle wrote: ↑ If it's under $50 they won't send one correct? So would I just add on the amounts by myself under on line 13 for T5 stuff?

Dividends eligible for the DTC should always produce a T5.

Mar 19th, 2017 7:27 pm

#15

FlyOverMyDoodle [OP]: Sr. Member; Mar 14, 2015; 755 posts; 57 upvotes; Edmonton

Mar 19th, 2017 7:27 pm

Didn't get anything from TD for dividends... only a trading summary amount... instead of waiting can I just add the totals up and just fill in the T5 section?

Mar 19th, 2017 7:50 pm

#16

FlyOverMyDoodle [OP]: Sr. Member; Mar 14, 2015; 755 posts; 57 upvotes; Edmonton

Mar 19th, 2017 7:50 pm

https://www.td.com/ca/document/PDF/dire ... hedule.pdf

T5 says no receipt for under $50... how do I know if it's eligible dividend or non eligible?

If it's eligible, would I calculate boxes 25 26 based on my own calculations? If so how?

Mar 19th, 2017 7:53 pm

#17

jsn23: Jr. Member; Jan 16, 2009; 172 posts; 96 upvotes

Mar 19th, 2017 7:53 pm

T3's will be sent out end of March. Patience my man! Good things come to those who wait.

FlyOverMyDoodle wrote: ↑ https://www.td.com/ca/document/PDF/dire ... hedule.pdf

T5 says no receipt for under $50... how do I know if it's eligible dividend or non eligible?

If it's eligible, would I calculate boxes 25 26 based on my own calculations? If so how?

Mar 19th, 2017 9:14 pm

#18

Super_Chicken: Deal Addict; Sep 4, 2005; 2922 posts; 688 upvotes; Toronto

Mar 19th, 2017 9:14 pm

jsn23 wrote: ↑ T3's will be sent out end of March. Patience my man! Good things come to those who wait.

This. If not call TD every day an ask if they mailed it to you yet.