PLEASE THE ITEMS THAT APPLY TO YOU Personal Income Investment Income T4, T4A Salaries and employment T3, T5, T4S Interest and Dividends – – Other employment benefits T5008 Statement of Security Transactions – T4A (P) Canada Pension Plan benefits Interest on Tax Refunds received from CRA – T4A (OAS) Old Age Security benefits T600 Canada Savings Bonds – – T4A Other pension or superannuation Foreign income (details required) – T4RSP RRSP income Annuities – T4RIF RRIF income Rental income (full details required) – T4E Employment Insurance benefits Summary of investment contract holdings – T5007 WCB benefits/social services benefits T5013 Limited partnership income (loss) – – T1137 Home Buyers Plan Capital gain/losses (full details required) – T4RCA retirement income Sale of personal property with gain – Foreign Pension Business Self employment income/loss (details required) Other Alimony received Farming/fishing income/loss Taxable child support received Professional income/loss Scholarships/bursaries Other specify – Other Deductions RRSP Non-refundable Credits Union/professional dues Spousal amount spouse’s net income Alimony paid – Equivalent to married amount (full details required) Deductible child support paid Disability deductions Interest paid on student loans T2202 – tuition fees/education credit Interest and carrying charges on investments Education credit for dependent/dependent net Investment counsel and accounting fees income $ Employment expenses (details required, form Medical receipts T2200) Charitable donations Deductible legal fees Attendant care expenses Child care expenses (receipts required) Limited partnership losses of other years Moving expenses (details required) Monthly transit passes TL2 for boarding and lodging – Child fitness receipts Children’s arts tax credit (CATC) Other Items Political contribution receipts Prior year Notice of Assessment Installment payments for current year Details of foreign property held COMPLETE ONLY IF YOU ARE A US CITIZEN: PLEASE CHECK THE ITEMS THAT APPLY TO YOU Income from US Sources Expenses and Deductions W-2 Employment Income 1095-A Health Insurance Marketplace Statement 1099 (various) Investment and Other Income 1098 Mortgage and Interest Statement 1042-S Foreign Person’s US Source Income Subject 1098-T Tuition Statement to Withholding
PLEASE THE ITEMS THAT APPLY TO YOU Personal Income T4, T4A – Salaries and employment Other employment benefits T4A (P) – Canada Pension Plan benefits T4A (OAS) – Old Age Security benefits T4A – Other pension or superannuation T4RSP – RRSP income T4RIF – RRIF income T4E – Employment Insurance benefits T5007 – WCB benefits/social services benefits T1137 – Home Buyers Plan T4RCA – retirement income Foreign Pension Other Alimony received Taxable child support received Scholarships/bursaries Other – specify Non-refundable Credits Spousal amount – spouse’s net income Equivalent to married amount (full details required) Disability deductions T2202 – tuition fees/education credit Education credit for dependent/dependent net income $ Medical receipts Charitable donations Attendant care expenses Limited partnership losses of other years Monthly transit passes Child fitness receipts Children’s arts tax credit (CATC) Political contribution receipts Investment Income T3, T5, T4S – Interest and Dividends T5008 – Statement of Security Transactions Interest on Tax Refunds received from CRA T600 – Canada Savings Bonds Foreign income (details required) Annuities Rental income (full details required) Summary of investment contract holdings T5013 – Limited partnership income (loss) Capital gain/losses (full details required) Sale of personal property with gain Business Self employment income/loss (details required) Farming/fishing income/loss Professional income/loss Other Deductions RRSP Union/professional dues Alimony paid Deductible child support paid Interest paid on student loans Interest and carrying charges on investments Investment counsel and accounting fees Employment expenses (details required, form T2200) Deductible legal fees Child care expenses (receipts required) Moving expenses (details required) TL2 – for boarding and lodging Other Items Prior year Notice of Assessment Installment payments for current year Details of foreign property held COMPLETE ONLY IF YOU ARE A US CITIZEN: PLEASE CHECK THE ITEMS THAT APPLY TO YOU Income from US Sources W-2 Employment Income 1099 (various) Investment and Other Income 1042-S Foreign Person’s US Source Income Subject to Withholding Expenses and Deductions 1095-A Health Insurance Marketplace Statement 1098 Mortgage and Interest Statement 1098-T Tuition Statement
2016_Personal_Tax_Checklist.docx