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February 19, 2023
11:40 am
AltaRed
BC Interior
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Wyth is/was just a trade name for Concentra. The Concentra name survived the acquisition.

February 19, 2023
12:16 pm
Bill
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Re Simplii (CIBC) comment: T5s have to be sent by end of February, any taxes due not until April 30.

February 20, 2023
11:04 am
RAV4guy
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On February 20, I received in the mail, a T5 from Access Credit Union and a T5 from the Windsor Family Credit Union.

February 20, 2023
11:55 am
phrank
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RAV4guy said
On February 20, I received in the mail, a T5 from Access Credit Union and a T5 from the Windsor Family Credit Union.  

You got me excited, but still no T5 from Hubert for me in the mail or online. sf-cry

February 20, 2023
3:07 pm
Dean
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.
FWIW . . .

I just checked again at EQ Bank ... 2022 T5's are still Not available.

I'll try again on Thursday or Friday.

    Dean

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

February 20, 2023
3:30 pm
AltaRed
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Try on Feb 28th and hopefully you won't have to keep logging in.

February 20, 2023
7:00 pm
phrank
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AltaRed said
Try on Feb 28th and hopefully you won't have to keep logging in.  

Better yet, try on Feb 29th sf-laugh

February 21, 2023
9:56 am
Dean
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phrank said

Better yet, try on Feb 29th sf-laugh  

I'm thinkin' more like Feb. 31st ... EQ's T5's will Surely be available by then. sf-wink

    Dean

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

February 21, 2023
10:31 am
Alexandra
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Dean said

I'm thinkin' more like Feb. 31st ... EQ's T5's will Surely be available by then. sf-wink

    Dean

  

I just checked as well with EQ bank and no 2022 tax documents yet available.

February 21, 2023
2:47 pm
krwilson
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T5s are available from EQ as of my writing this. Downloaded T5s from two different accounts just now.

February 21, 2023
4:56 pm
phrank
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krwilson said
T5s are available from EQ as of my writing this. Downloaded T5s from two different accounts just now.  

Thank you, now get hubert to follow suit sf-smile

February 23, 2023
6:03 am
phrank
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Just downloaded Hubert T5s.

February 23, 2023
9:20 am
Rail Baron
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I just downloaded Hubert T5s, and since this is my first year getting tax slips from them, I was wondering why they sent two separate T5s?

One was for a much larger amount than the other, but both were showing interest received on the same member number.

One logic that I can think of is that the larger T5 was for interest received on my term deposits and the smaller one was from interest on my HISA.

Both T5s were marked "Duplicate".

Before I crack open my statements from 2022 to cross-check the interest payments, I was wondering if others receive multiple T5 slips from different types of accounts with Hubert?

Each FI seems to report their T5 interest differently - e.g., Oaken does so on a consolidated basis for Home Trust, and then on a consolidated basis for Home Bank. Once I learn the logic of Hubert's reporting, I'm sure it will all make sense.

February 23, 2023
9:50 am
Winnie
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Rail Baron said
Both T5s were marked "Duplicate".

Before I crack open my statements from 2022 to cross-check the interest payments, I was wondering if others receive multiple T5 slips from different types of accounts with Hubert?
 

Yes, I also received Hubert (Access CU) T5 marked "DUPLICATE".
Only one T5 with combined interests from GIC's and HISA.

February 23, 2023
11:02 am
RetirEd
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VanCity's slips arrived this week.
RetirEd

RetirEd

February 23, 2023
11:40 am
Loonie
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I wonder if one of them is from Sunova (Hubert) and the other is from Access (Hubert), reflecting change of identity of the organization mid-year.

February 23, 2023
11:54 am
Rail Baron
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Loonie said
I wonder if one of them is from Sunova (Hubert) and the other is from Access (Hubert), reflecting change of identity of the organization mid-year.  

Both of my T5s were identified as coming from Access Credit Union in Winkler, MB, with the same Hubert client number. Using client number, rather than account number complicates figuring which income came from which accounts, if that is how they split it.

February 23, 2023
4:52 pm
COIN
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"Yes, I also received Hubert (Access CU) T5 marked "DUPLICATE"."
 
Years ago I received an incorrect T5 (original) from an institution. They made the correction and issued a new T5 (new).

The CRA added both the original and new T5 together and tried to tax me on the combined balance.

February 23, 2023
5:22 pm
savemoresaveoften
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COIN said
"Yes, I also received Hubert (Access CU) T5 marked "DUPLICATE"."
 
Years ago I received an incorrect T5 (original) from an institution. They made the correction and issued a new T5 (new).

The CRA added both the original and new T5 together and tried to tax me on the combined balance.  

Yes it’s easier to convince someone the sun rotates around the earth than to convince CRA they r wrong. Sigh

February 23, 2023
5:49 pm
Norman1
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That's particularly difficult when CRA is actually right.

Issuing another T5 slip would be considered an additional slip. If the financial institution didn't mark the second slip as "AMENDED" at the top of the slip, then CRA was correct to consider the second slip as additional income and not amended income.

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