Included below are the tax mailing slip schedules from both National Bank and Credential Securities. Please be sure to review these schedules to ensure you receive all your slips before filing your taxes.
In addition, there are a couple of extra slips expected for BCV Asset Management clients:
BCV invests in three companies; Artis Real Estate Investment Trust, Brookfield Business Partners LP and Brookfield Property Partners LP, which have a different type of reporting. Artis Real Estate Investment Trust distributions are reported on the Canada Revenue Agency Form T3 (Statement of Trust Income Allocations and Designations). The Brookfield Business Partners LP and Brookfield Property Partners LP distributions are reported on Canada Revenue Agency Form T5013 (Statement of Partnership Income). The deadline to mail these forms is the last day of March.
Schedule K-1 for US reporting:
In addition to these tax forms for non-registered accounts, investors in Brookfield Business Partners LP and Brookfield Property Partners LP registered and non-registered accounts should expect to receive Internal Revenue Service Schedule K-1 (Partners Share of Current Year Income, Deductions, Credits and Other Items) in early March. Brookfield Property Partners LP is obliged to send this document to all unitholders, without regard to whether the account is a registered or non-registered account, or whether a Canada Revenue Agency Form T5013 has been sent. In general, Canadian and other non-U.S. unitholders (who are not U.S. residents) may disregard the Schedule K-1.
For clients that have made RRSP or Spousal RRSP contributions in the first sixty days of 2017, the tax slips for these contributions will be distributed in March 2017.
Should you have any questions, please contact our office at 780-490-4200.