Canadian Persons and Entities: What forms will I receive?

As a Canadian resident you will receive a Form T5008, statement of your securities transactions.  If you received distributions from trust units, you will receive Form(s) T3.  If you received dividends or interest, you will receive Form T5.  Residents of Québec will receive a Relevé 3 equivalent to Form T5 and reports investment income.   Non-residents of Canada who receive dividends and/or interest from Canadian securities may receive a Form NR4.  You will also receive an Annual Activity Statement and Dividend Report.

In compliance with Treasury Department Circular 230, unless stated to the contrary, any information contained in this FAQ was not intended or written to be used and cannot be used for the purpose of avoiding tax penalties that may be imposed on any taxpayer.

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