Personal Finance

How to report dividend tax from TD

  • Last Updated:
  • Mar 19th, 2017 9:14 pm
[OP]
Sr. Member
Mar 14, 2015
755 posts
57 upvotes
Edmonton

How to report dividend tax from TD

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?
17 replies
[OP]
Sr. Member
Mar 14, 2015
755 posts
57 upvotes
Edmonton
Didn't get a T5 from TD, I guess it's delayed? Got one from Tangerine and only the investment summary from td
Sr. Member
User avatar
Apr 22, 2014
523 posts
257 upvotes
Edmonton, AB
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.
Newbie
Apr 17, 2013
46 posts
8 upvotes
Toronto
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.
Deal Expert
User avatar
Sep 19, 2004
24141 posts
5804 upvotes
where I belong
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
Member
Feb 8, 2017
455 posts
257 upvotes
sometimes t5/t3 are late and get sent mid march. one year i had one come end of March after I filed :(
Deal Expert
User avatar
Jul 30, 2007
29173 posts
14922 upvotes
Toronto
for T5, I got it from TD early this week (20th). Therefore, you should have yours by now or early next week.

Just wait
Deal Addict
Jul 15, 2009
2237 posts
1386 upvotes
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.
Deal Fanatic
Jan 21, 2014
5453 posts
2986 upvotes
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
Member
Feb 8, 2017
455 posts
257 upvotes
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!
Deal Addict
User avatar
Sep 4, 2005
2922 posts
688 upvotes
Toronto
Just wait, you haven't got it yet. Questrade also doesn't send theirs out online until the end of March Disappointed Face. My taxes are always ready and waiting for that last T3/T5
[OP]
Sr. Member
Mar 14, 2015
755 posts
57 upvotes
Edmonton
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?
Deal Expert
Mar 25, 2005
21902 posts
2718 upvotes
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.
[OP]
Sr. Member
Mar 14, 2015
755 posts
57 upvotes
Edmonton
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?
Deal Addict
User avatar
Sep 4, 2005
2922 posts
688 upvotes
Toronto
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.

Top