You can view or download the tax slips (T5 or T4RSP forms) and fee statements for your Neo Invest™ account from the Neo app or website. Go to Invest, scroll down, and select Tax forms & fees to find tax slips and fee reports.
If you've earned at least $50 in interest on your personal investment account during the tax year, you’ll receive an email that your tax slips are available.
Consult a tax professional if you have any questions about the tax implications of your investments.
How to find tax slips for your Neo Invest™ account
To find tax slips and fee statements, go to the Invest and select Tax forms & fees to view and download your tax slips (T5 or T4RSP forms) and fee statements. If you earn less than $50 in interest on your personal investment account during the tax year, you may only receive a fee statement.
Neo app
Log in to the Neo app
In the Accounts, select Invest accounts
Scroll down and tap Tax forms & fees
Web
Log in to member.neofinancial.com
Click on Investments from the left-side menu
Scroll down and click on Tax forms & fees
If you have a Neo Everyday, Neo Savings, or Neo High-Interest Savings account, you may also receive T5 form if you've earned at least $50 in interest. View or download T5 forms.
Tax slips for non-registered accounts
If you hold a non-registered Neo Invest account, you may receive the following tax slips. Availability dates are approximate — slips are typically available by the dates shown below.
Tax slip | Available by | What it covers |
T5 (Federal) / RL-3 (Quebec) — Statement of Investment Income | Late February | Dividend and interest income earned |
T5008 (Federal) / RL-18 (Quebec) — Statement of Securities Transactions | Late February | All sell transactions for the calendar year |
Trading Summary | Late February | Detailed list of all investment transactions |
T3 (Federal) / RL-16 (Quebec) — Statement of Trust Income | Late March | Income earned on income trusts |
T3 Breakdown | Late March | Breakdown of income type from trusts or mutual funds |
Tax slips for registered accounts
If you hold a Neo RRSP account, you may receive the following tax slips.
Tax slip | Available by | What it covers |
RRSP contribution receipts (March–December contributions) | Late January | Contributions made from March to December of the prior year |
RRSP contribution receipts (first 60 days) | Late March | Contributions made in the first 60 days of the current year; can be applied to the prior year's tax return |
T4RSP (Federal) / RL-2 (Quebec) | Late January | RRSP withdrawals |
Tax slips for TFSAs
TFSAs do not generate tax slips. Any growth in a TFSA is tax-sheltered, so there is nothing to report to the CRA.
Do you need to report investment gains to the CRA?
Tax rules vary depending on your account type, the investments you hold, and your personal situation. For guidance on what to report, consult a tax professional or visit the CRA website. Neo is not able to provide tax advice.
Fee statements
Fee statements are available in the same place as your tax slips—in Tax forms & fees within your Invest account. Statements show the fees applied to your account for the year.
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