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How to read & understand your T5

  • Updated

If you’re looking for more information about T5 slips, you've come to the right place. A T5 slip (Statement of Investment Income) is one of the CRA's taxpayer slips Canadian residents file to report their income from various investments.

If you make certain investment income payments to a resident of Canada, or if you receive certain investment income payments as a nominee or agent for a person resident in Canada, you have to prepare a T5 information return.

The financial institution where you’ve opened your investment account will generate a T5 for you. The CRA won't tax income that’s under $50. However, you must report all income on the T5. Please note that most financial institutions won't issue T5 slips if your income is below this amount, which requires record keeping.

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