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PWL 2014 Tax Slip Checklist

March 5, 2015 - 2 comments

By now, many of our clients’ mailboxes are overflowing with tax slips from various companies. The 2014 tax year is an especially daunting one for our clients: PWL’s transition from TD Waterhouse Institutional Services to National Bank Correspondent Network means clients may receive two T3 or T5 slips (one from each brokerage) for a number of securities, which is sure to add to the complexity. 

To make things easier, our Toronto team compiles customized tax slip checklists for every client with a taxable personal account: you’ll receive this by email shortly. As you receive your T-slips, simply verify the security name and account number (which you’ll find on the tax slip itself, or on the investment summary) against the information on your PWL 2014 Tax Slip Checklist. Below I’ve included an example of an NBCN Investment Income Summary and how it relates to the checklist.  

Some tax slips and reports (such as T3 slips and the Realized Capital Gains & Losses Report) will arrive later in March or early April. If you are still missing any items by the beginning of April, please contact any member of our team so we can retrieve a duplicate slip for you:

Justin Bender: jbender@pwlcapital.com

Dan Bortolotti: dbortolotti@pwlcapital.com

Amanda Dalziel: adalziel@pwlcapital.com

Shannon Dalziel: sdalziel@pwlcapital.com

By: Justin Bender with 2 comments.
Filed under: Tax Planning, Tax Slips
Comments
  11/03/2015 2:34:17 PM
Justin Bender
@Bev - you're very welcome! Tax time can be stressful for most investors, so we try to help out as much as we can.

Please let me know if you have any questions as you check off those boxes ;)
 
  10/03/2015 2:26:15 PM
Bev Clark
This really helps to organize the paper work for taxes. Thank you!
 



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