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February 24, 2024
1:14 pm
AdrenalineTrade
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Does anyone know how we get tax docs? Do they mail them to us in hard copy or do we need to pull off their website? I can't find anything online. TIA.

February 24, 2024
1:20 pm
Dean
Valhalla Mountains, British Columbia
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.
I haven't received mine yet, but apparently they're coming in the Mail.

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

February 25, 2024
6:54 am
cgouimet
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AdrenalineTrade said
Does anyone know how we get tax docs? Do they mail them to us in hard copy or do we need to pull off their website? I can't find anything online. TIA.  

Another Hubert - > Access upgrade: T-Slips back to via Canada Post only. They confirmed to me last Friday that they have been mailed out.

CGO
February 25, 2024
8:57 am
Warwick111
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I received mine on Feb. 23.

February 25, 2024
7:49 pm
RetirEd
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AdrenalineTrade: If you call Canada Revenue Agency, you can request forms mailed to you. You can also ask them to steer you to the online forms page you need. Start at:

1-800-959-8281

RetirEd

February 27, 2024
2:31 pm
Dean
Valhalla Mountains, British Columbia
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Dean said
.
I haven't received mine yet, but apparently they're coming in the Mail.

    Dean

Update . . .

Mine arrived in the mail 2day ... from of all places, Markham Ontario sf-laugh LOL

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

February 27, 2024
4:50 pm
avryw
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The T5 slip arrived today in the mail. After checking the amount reported on the T5 I found a small discrepancy between the amount reported on the T5 slip and the actual interest received. I called Hubert and discussed the issue with a CSR who was very helpful and pleasant. It turns out I was right and the error is Hubert's. Hubert will issue an amended T5 as per the CSR promise.

In my case the error resulted from me redeeming a 1 year term GIC in the middle of a quarterly term. Hubert did not pay the interest for the time between the end of the last quarterly term and the redemption date (as per the T&C of the 1 year GIC), yet they reported that interest on my T5 as if it was paid to me.

This is just a note to others to check for such discrepancy if they were in a similar situation.

February 27, 2024
6:43 pm
Dean
Valhalla Mountains, British Columbia
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.
Good on you Avryw ... Well Done !

It's a bit of a pain, but for the last 5+ years or so, I've been back-checking all my T5s. I haven't found a discrepancy yet, but I'm gonna keep checkin'.

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

February 28, 2024
10:17 pm
scrooge
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Anyone expecting a T4RSP tax slip for 2023 tax year from Hubert?

I got my T5 today but still no sign of T4RSP. Nothing showing at Canada Revenue yet.

For transaction that happened prior to the big merger with Access.

Wondering if anyone that is expecting this slip got it yet?

I don't usually start to worry about tax slips possibly being late until April 1st, but this is AccBert (New Hubert) we are talking about here.

March 4, 2024
8:31 am
Winnie
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I should receive my Hubert T4RSP.
It probably will be delivered before April and posted at CRA sometime before August.
I'm fine with that, because I know my amounts from T4RSP and submitted my tax return on February 19.

March 4, 2024
9:28 am
phrank
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Winnie said
I should receive my Hubert T4RSP.
It probably will be delivered before April and posted at CRA sometime before August.
I'm fine with that, because I know my amounts from T4RSP and submitted my tax return on February 19.  

It's again a failure of the Hubert CEO and their penny pinching team. The frontline employees are awesome and keep me from losing my mind with the pathetic leadership.

March 4, 2024
12:31 pm
Dean
Valhalla Mountains, British Columbia
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phrank said

It's again a failure of the Access CEO and their penny pinching team. The frontline employees are awesome and keep me from losing my mind with the pathetic leadership.  

            There ... I fixed it for you. sf-smile
    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

March 4, 2024
1:48 pm
phrank
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Dean said

            There ... I fixed it for you. sf-smile
    Dean

  

sf-laugh

I think it's still broken though sf-confused

March 4, 2024
4:22 pm
scrooge
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scrooge said
Anyone expecting a T4RSP tax slip for 2023 tax year from Hubert?

I got my T5 today but still no sign of T4RSP. Nothing showing at Canada Revenue yet.

For transaction that happened prior to the big merger with Access.

Wondering if anyone that is expecting this slip got it yet?

I don't usually start to worry about tax slips possibly being late until April 1st, but this is AccBert (New Hubert) we are talking about here.  

Winnie said
I should receive my Hubert T4RSP.
It probably will be delivered before April and posted at CRA sometime before August.
I'm fine with that, because I know my amounts from T4RSP and submitted my tax return on February 19.  

I emailed Hubert and asked them, right after I asked here. They replied the next day (Friday) that all slips were in the mail already, should get it soon.

By Saturday the T4RSP slip had shown up in Revenue Canada My Account, which is all I need to know really. Can file taxes without the physical slip. I was just worried it may have been overlooked in the big merger like some interest payments apparently were.

March 5, 2024
11:56 pm
scrooge
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scrooge said

I emailed Hubert and asked them, right after I asked here. They replied the next day (Friday) that all slips were in the mail already, should get it soon.

By Saturday the T4RSP slip had shown up in Revenue Canada My Account 

And the paper slip arrived Tuesday!

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