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Understand your T5

  • Updated

A T5 tax slip (Statement of Investment Income) is used to report taxable interest income earned. This tax form is issued for Neo Money™ accounts, Neo High-Interest Savings accounts, and some Neo Invest™ accounts if you’ve earned interest.

Find your T5 slips

Neo will email you when your T5 slips are available. You can then find your T5 slips in your account.

Neo Money™ tax slips

Go to your Money accounts and select your Neo Money™ account to view your T5 slips. Here’s more information about finding your Neo Money™ T5 slips

Neo High-Interest Savings tax slips

Go to your Money accounts and select a Neo High-Interest Savings account to view your T5 slips. Here’s more information about finding your Neo High-Interest Savings T5 slips

Neo Invest™ tax slips

Go to your Neo Invest™ account to view your T5 slips. Here’s more information about finding your Neo Invest™ T5 slips

T5 slips will be available every year by the end of February. You’ll be notified when your T5 slips are available.

Information in T5 slips

T5 tax slips are used to report any earnings from interest when you’re filing your taxes. The forms will be issued for savings accounts (Neo Money™ and Neo High-Interest Savings accounts) and investment accounts if the goal is a personal account

Any interest earned will be entered in box 13.

Sample T5 slip

Here’s a sample of what a T5 slip looks like:


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