2025 T Slips | Page 4 | Income tax filing | Discussion forum

hwyc said
As a matter of fact, I'm quite certain the screenshot is from CRA My account! It is not "after logging into my TD Web Broker account" as Dommm claimed.  

You are correct. The official T3 shown below is from the WebBroker site but because I needed to block more info from it I used the CRA info. Tough crowd here lol.

Yes, it surely stirred me up. I logged into WebBroker and saw no T-slips.
I then called them and learned that since all I had with them in 2025 were couple of MM Funds there will be no T-slips from WebBroker.
T-3’s from MM Funds will come to me by mail directly from the funds.
In March.

As Norman1 already explained to you, that was NOT a TDDI tax slip, It was a TDAM tax slip which TDDI simply provided as a courtesy on their platform. That is a big difference, but it is cool that TDDI does that.

Added: If you held a CI mutual fund in your TDDI account, it would be CI who would issue the tax slip (not TDDI), as it would be Fidelity who would issue a tax slip for a Fidelity mutual fund held in your TDDI account. The same thing likely* applies to ISAs (deposit accounts) held in a brokerage account, i.e. the issuer of the ISA such as TDAM for TDB8150 ISA issues the tax slip. Brokerages issue tax slips for publicly traded securities like stocks and ETFs and for bond interest.

* As an example, Bank of Montreal issues the tax slips for BMT ISAs held in my BMOIL account, not BMO Investorline. Also Bank of Nova Scotia issues the tax slips for DYN ISAs held in my Scotia iTrade account, not Scotia iTrade.

dommm said

There is not one thing in my original post that is incorrect & I circled in my 64 post confirmation of that. Nobody including myself likes to be wrong & most of us including myself when shown that we were wrong apologize.  

That is your call then.....

Thanks dommm for all the extra effort. The screenshot in post 64 is all good!