You can access your tax documents through your online access, if you are unable to or require assistance, please check our online access navigation guide or contact your advisory team.
Tax packages are typically available at the end of March each year, please see below for which tax documents you may expect to receive.
For Non-Registered and Corporate accounts:
Flag Letter – a summary document outlining the tax documents you will actually receive this tax year
Fee Letter – a summary document outlining the advisory/management fees your account has paid in the last calendar year
Foreign Securities Report – a document outlining the growth and income generated from the non Canadian securities you own over the last calendar year
Realized Gain Loss Report – the gains and losses generated on all trades made in your account over the last calendar year
T5 R3 NR4 Regular – interest and dividend income generated over the last calendar year in your account
T5 R3 NR4 Additional – interest and dividend income generated over the last calendar year in your account
T5008 – a trading summary of buys and sells made in your account over the last calendar year
T5 HISA – interest generated from the BMO High Interest Savings Account
For Registered accounts:
Contribution receipt (RRSP/FHSA) – a document outlining the contributions you’ve made to this account over the last taxable year
T4 (RESP/RRSP/RIF/LIF) – a document outlining the withdrawals made from this account over the last calendar year