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The document is a T5 Statement of Investment Income form from the Canada Revenue Agency, detailing how to report various types of investment income such as dividends, interest, and capital gains. It provides instructions for completing the form, including information on recipient identification, tax credits, and filing procedures.

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How do I get a T5 statement?

An electronic copy of your personal Statement of Investment Income (T5) is available through your online banking accessed through your desktop.

What is the difference between T3 and T5?

A T3 slip is issued for mutual fund trusts (which most are) and a T5 slip is issued for corporate class mutual funds.

Is my tax return considered income?

While your IRS refund remains non-taxable, your state refund is taxable. This means you will need to include the state refund as income on your tax return for the year you received it.

What 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.

What is not counted as income?

Examples of items that arent earned income include interest and dividends, pensions and annuities, Social Security and railroad retirement benefits (including disability benefits), alimony and child support, welfare benefits, workers compensation benefits, unemployment compensation (insurance), nontaxable foster care

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What is the form 5 for income tax?

ITR-5 is for firms, LLPs (Limited Liability Partnership), AOPs (Association of Persons), BOIs (Body of Individuals), Artificial Juridical Person (AJP), Estate of deceased, Estate of insolvent, Business trust and investment fund.

What is the difference between T5 and T5 summary?

The T5 Summary records the total of the amounts you reported on all the related T5 slips. If you file multiple slips for a business account, only one summary is required for the entire account. Do not send a summary without T5 slips or a summary without amounts to report.

Is T5 considered income?

Use this slip to report the various types of investment income that residents of Canada have to report on their income tax and benefit return. Do not report investment income paid to non-residents of Canada on a T5 slip. For information about payments to non-residents, see Payments to non-residents of Canada.

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What is the form 5 for income tax?

What is the difference between T5 and T5 summary?

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