ivari 2021 Tax Receipt Mailing Schedule
|2021 Tax Slip||Target Mailing Date|
|2021 RRSP Remainder of Year (ROY) Contribution Slips (March to December 2021)||January 28, 2022|
|1st 60-Days RRSP Contribution Receipts for trades placed January 1 to March 1, 2022||March 25, 2022|
|T4RSP, T4RIF, T4A, T5 and matching Releve’s (R2 & R3)||February 2, 2022|
|T4A and Releve1 for advisors and distributors||February 2, 2022|
|NR4 (registered and non-registered)||March 25, 2022|
|T3 (R16) for Segregated funds||March 25, 2022|
|TFSA Target E-Filing (Only) date||February 25 2022|
RRSP 1st 60 days of 2022 Contribution Key Dates:
|January 1, 2022 to March 1, 2022||Contributions will be accepted as 1st 60-days if they are received by March 1, 2022. Any contributions received after this cut-off date will not be accepted as 1st 60 days.|
Policy Loan Interest Deductibility (T2210 form)
If your clients wish to request policy loan interest deductibility verification, they must submit the completed T2210 form as soon as possible to ensure that we have adequate time to process. The request should be received by ivari no later than April 30, 2022 for individual owners or before the corporate filing deadline for corporate owners.
We thank you for your continued support and look forward to a strong and prosperous new year. Should your clients have any questions they can contact the WFG Call Centre at 1-866-934-8332 Monday to Friday, 8:00 a.m. to 7:00 p.m. ET or email us at [email protected].
Published on: November 18, 2021