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The T5 Statement of Investment Income Tax Form Explained

The T5 Statement of Investment Income Tax Form Explained 2026

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The document is a T5 Statement of Investment Income, detailing various types of dividends and interest income from Canadian sources. It includes information on eligible and non-eligible dividends, taxable amounts, dividend tax credits, and recipient identification details. The document also provides instructions for reporting these amounts on tax returns and emphasizes the importance of including social insurance numbers when required.

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Click ‘Get Form’ to open The T5 Statement of Investment Income Tax Form in our editor.
Begin by entering the recipient's name and address in the designated fields. Ensure accuracy as this information is crucial for tax reporting.
Fill in the payer's name and address, which identifies who is issuing the dividends. This section is essential for both parties' records.
Complete the boxes for actual amounts of eligible dividends and other dividends. These figures are vital for calculating taxable income.
Input any applicable dividend tax credits in their respective boxes to ensure you receive the correct credits on your tax return.
Review all entries for accuracy before saving or exporting your completed form. Use our platform’s features to sign and share securely.

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Versions	Form popularity	Fillable & printable
2023	4.8 Satisfied (28 Votes)
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How much tax do you pay on T5?

Interest income is fully taxable at your marginal tax rate. Dividend income qualifies for dividend tax credit, with eligible dividends being taxed at a lower rate than ineligible dividends. Capital gains are taxed only at 50% when realized.

Is T5 income taxed differently?

A T5 is just a form that shows your investment income. That investment income can be regular income, dividends from Canadian companies, dividends from foreign companies, capital gains dividends, etc. They are taxed at different rates.

Do you pay 20% on all capital gains?

Key Takeaways Gains from the sale of assets youve held for longer than a year are known as long-term capital gains, and they are typically taxed at lower rates than short-term gains and ordinary income, from 0% to 20%, depending on your taxable income.

Who should claim T5 income?

If you make certain investment income payments to a resident of Canada, or if you receive certain investment income payments as a nominee or agent for a person resident in Canada, you have to prepare a T5 information return.

What is a T5 statement of investment income?

What is a T5 slip? Also known as the Statement of Investment Income, a T5 slip is one of various taxpayer slips Canadian residents might receive to report their investment income in non-registered accounts.

How does a T5 affect my tax return?

How does a T5 slip affect my tax return? Reporting whats on your T5 tax slip(s) can affect your tax return. Including all your income and investments on your T1 can impact the personal tax you may be required to pay as well as any available tax credits, deductions, or other benefits.

What exactly is T5 income?

The T5 slip is a document used to report your interest and investment income from non-registered investment accounts to the Government of Canada. If you are a National Bank client and are required to file a T5, well automatically mail your slip to you. You do not have to request it.

The T5 Statement of Investment Income Tax Form Explained 2026

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How to use or fill out The T5 Statement of Investment Income Tax Form Explained with DocHub

See more The T5 Statement of Investment Income Tax Form Explained versions

Complete this form in 5 minutes or less

Got questions?

How much tax do you pay on T5?

Is T5 income taxed differently?

Do you pay 20% on all capital gains?

Who should claim T5 income?

What is a T5 statement of investment income?

People also ask

How does a T5 affect my tax return?

What exactly is T5 income?

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The T5 Statement of Investment Income Tax Form Explained 2026

Here's how it works

How to use or fill out The T5 Statement of Investment Income Tax Form Explained with DocHub

See more The T5 Statement of Investment Income Tax Form Explained versions

Complete this form in 5 minutes or less

Got questions?

How much tax do you pay on T5?

Is T5 income taxed differently?

Do you pay 20% on all capital gains?

Who should claim T5 income?

What is a T5 statement of investment income?

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People also ask

How does a T5 affect my tax return?

What exactly is T5 income?

Related links

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