Caution Regarding Hubert's T5 (2021) for Joint Accounts | Hubert Financial | Discussion forum

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Caution Regarding Hubert's T5 (2021) for Joint Accounts
March 3, 2022
12:44 pm
GR
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Forum Posts: 646
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September 15, 2017
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I was informed that many clients with joint accounts were issued a T5 in one name only, in error, with box 23 showing "recipient type 1" instead of "recipient type 2" (for joint accounts). Amended T5 should be requested.

March 4, 2022
6:06 pm
mikey1
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May 2, 2017
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Thankyou - I had the same problem. I contacted them by email and now they are sending out new T5s

Cheers

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