Your tax questions answered

Feel confident this tax season with The TD Direct Investing Tax Centre. Let us help you. Click on an FAQ to find the answers to top tax-related questions.

Filing Taxes

As a TD Direct Investing / TD Easy Trade client, what are the key tax dates and when should I expect my tax documents?

What documents are a part of my TD Direct Investing / TD Easy Trade year-end resource package?

Why does my T5 tax slip list only one Social Insurance Number (SIN) for my joint TD Direct Investing account?

Can I submit the tax slip from Documents (eServices) along with my income tax return?

Why is Box 20 on my T5008 blank?

Why did I receive a 1042-S tax slip?

Why am I being taxed for a distribution that appears on my Summary of Trust but not my statements?

Do I have to complete a T1135 - Foreign Income Verification Statement form?
Tax Documents

As a client of TD Direct Investing / TD Easy Trade, why haven't I received a tax document?

Why can't I find some of my tax documents in Documents (eServices)?

How do I obtain electronic copies of my tax documents in WebBroker or TD Easy Trade?

How will I know when I have received all of my T5/RL-3 or T3/RL-16 tax slips?

Is there additional reporting to help complete a T1135 – Foreign Income Verification Statement?

Why are T3s for Trust Units not issued at the same time as T5s?

I never received any cash, why do I have a distribution on my T3?

What if my tax documents from TD Direct Investing do not seem accurate?
Registered Accounts

What are my options when my TD Direct Investing RSP must be converted at age 71?

How do I withdraw money from my TD Direct Investing RIF?

What is a TD Direct Investing Tax-Free Savings Account (TFSA)?

What is the annual TFSA contribution limit?

Can I contribute more than my TFSA limit in a particular year?

What if I can't contribute the full annual contribution limit amount to my TFSA?

If I withdraw an amount from my Tax-Free Savings Account (TFSA), can I re-contribute it in the same year?
Realized Gains and Losses Report

What is the purpose of Gain/Loss reporting in WebBroker?

Can I use the Realized Gains and Losses report to file my tax returns?

How do I calculate gains or losses using information available in WebBroker?

As a TD Direct Investing client, how do I get a copy of my Trading Summary and Realized Gains and Losses reports?
Canadian Tax

Is transferring shares to my children or other family members (non-spouse) a taxable transaction?

As a TD Direct Investing client, do I have to pay tax on foreign spin-off shares?

What are the deductible percentages for dividend gross up and tax credits?

What is section 302 Certification?
Non-resident Canadians and U.S. Persons

What is a Non-Resident Tax (NRT)?

Can a Non-Resident Tax Form (NR4) be amended to reduce withholding tax?

As a TD Direct Investing client, how do I reclaim taxes withheld on dividends paid by American Depository Receipts (ADRs)?

What is FATCA?
Publicly Traded Partnerships (PTPs)

Are PTP units subject to withholding tax when held in my TD Direct Investing account?

Are any PTP units held in my TD Direct Investing account exempt from the new withholding tax?

Where is the withholding tax recorded on PTP units held in my TD Direct Investing account?

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