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.
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
- 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 Neo Money™ accounts, including Neo Everyday accounts and Neo High-Interest Savings accounts, you may also receive T5 form if you've earned at least $50 in interest. View or download T5 forms.
Do you need to report interest gains to CRA?
You may need to report interest gains (found on the T5 or T4RSP) to the CRA (Canada Revenue Agency). Consult a tax professional for your tax implications.
What tax slips would you get from Neo?
You may receive a T5 or T4RSP forms (tax slips) from Neo depending on the type of Neo Invest™ account (personal or RRSP investment account).
If you have a personal investment account
You’ll receive a T5 form (tax slip) if you have a personal investment account and have earned at least $50 interest on your investment during the tax year.
If you notice an error on your T5 form, chat with us.
If you have an RRSP investment account
You’ll receive a T4RSP form (tax slip) if you have an RRSP investment account. The T4RSP form will show the amounts withdrawn and received in the RRSP investment account.
When are Neo Invest tax slips issued?
Your Neo Invest tax slips are issued between January and March, depending on the account you have.
If you have a registered account
Tax slips for registered accounts, including RRSPs and TFSAs or T4FHSAs, are issued as follows:
- RRSP (Last 10 months): This tax slip is issued in late January, and it covers contributions you made from March to December of the previous year.
- RRSP (First 60 days): This tax slip is issued in late March and it covers contributions you made in the first 60 days of the current year, which can be used for deductions on your previous year’s taxes.
- TFSA or T4FHSA: This tax slip is issued in late February and it summarizes your contributions and withdrawals for the previous year.
If you have a non-registered account
Non-registered accounts may issue multiple tax slips based on your investments and income:
- Trading Summary: Available in late February. This report gives you a detailed look at your investment transactions.
- T3 breakdown: Available in late March. This provides a detailed breakdown of income from trusts or mutual funds.
- T5 and R3L (for Quebec only): Available in late February. These slips summarizes interest, dividends, and other capital gains earned.
- T3 and RL16 (for Quebec only): Available in late March. These slips report income from trusts or mutual funds.