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

Please consider registering
guest

sp_LogInOut Log In sp_Registration Register

Register | Lost password?
Advanced Search

— Forum Scope —




— Match —





— Forum Options —





Minimum search word length is 3 characters - maximum search word length is 84 characters

sp_Feed Topic RSS sp_TopicIcon
Caution Regarding Hubert's T5 (2021) for Joint Accounts
March 3, 2022
12:44 pm
GR
Member
Members
Forum Posts: 628
Member Since:
September 15, 2017
sp_UserOfflineSmall Offline

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
Member
Members
Forum Posts: 3
Member Since:
May 2, 2017
sp_UserOfflineSmall Offline

Thankyou - I had the same problem. I contacted them by email and now they are sending out new T5s

Cheers

Please write your comments in the forum.