TFSA - Tax Free Savings Account
2023V1 - updated 2022-09-27
What’s new: No changes
<Return>
<TFSA>
<TFSA_SLP>
<TFSA_TRANS>
<TRANS_DT>
<trans_dt_yr></trans_dt_yr>
TFSA Transaction date - year
- Required, 4 numeric (e.g., 2009)
<trans_dt_mo></trans_dt_mo>
TFSA Transaction date - month
- Required, 2 numeric (e.g., 03, 12)
<trans_dt_dy></trans_dt_dy>
TFSA Transaction date- day
- Required, 2 numeric (e.g., 04, 31)
</TRANS_DT>
<cnamt></cnamt>
TFSA Contribution Amount
- 11 numeric characters, enter dollars and cents
- do not report negative values
<wdamt></wdamt>
TFSA Withdrawal Amount
- 11 numeric characters, enter dollars and cents
- do not report negative values
<mbk_trnsf_out_amt></mbk_trnsf_out_amt>
Marriage Breakdown Transfer Out Fair Market Value
- 11 numeric characters, enter dollars and cents
- do not report negative values
<mbk_trnsf_in_amt></mbk_trnsf_in_amt>
Marriage Breakdown Transfer In Fair Market Value
- 11 numeric characters, enter dollars and cents
- do not report negative values
<FRMR_SPS_NM>
<frmr_sps_snm></frmr_sps_snm>
Surname of former spouse or common law partner
- 30 alphanumeric
- first 30 letters of the former spouse or common law partner’s surname
- omit titles such as Mr., Mrs., etc.
- do not include the first given name or initials
<frmr_sps_gvn_nm></frmr_sps_gvn_nm>
Given name of former spouse or common law partner
- 30 alphanumeric
- first 30 letters of the former spouse or common law partner’s first given name
Note: If only initials are available, provide the first initial.
</FRMR_SPS_NM>
<frmr_sps_sin></frmr_sps_sin>
SIN of former spouse or common law partner
- 9 numeric
<aqstn_nqlf_fmv_amt></aqstn_nqlf_fmv_amt>
Acquisition of non-qualified investment - Fair market value
- 11 numeric characters, enter dollars and cents
- do not report negative values
<dispn_nqlf_fmv_amt></dispn_nqlf_fmv_amt>
Withdrawal of non-qualified investment - Fair market value
- 11 numeric characters, enter dollars and cents
- do not report negative values
</TFSA_TRANS>
<TFSA_IDENT>
<bn></bn>
Business Number (BN)
- Required, 15 alphanumeric, 9 digits RZ 4 digits, example: 000000000RZ0000
- must correspond to the "Business Number (BN)" on the related TFSA Summary record
<tfsa_pln_id></tfsa_pln_id>
TFSA Identification number
- Required, 8 numeric
- must correspond to the TFSA Identification number on the related TFSA Summary record
<tfsa_ctrct_nbr></tfsa_ctrct_nbr>
TFSA Contract number
- Required, 30 alphanumeric
- the TFSA contract or account number issued by the Financial institution to the TFSA holder
<tfsa_hldr_sin></tfsa_hldr_sin>
TFSA holder social insurance number (SIN)
- Required, 9 numeric
<HLDR_NM>
<tfsa_hldr_snm></tfsa_hldr_snm>
TFSA holder surname
- Required, 30 alphanumeric
- first 30 letters of the TFSA holder’s surname
- omit titles such as Mr., Mrs., etc.
- do not include the first given name or initials
<tfsa_hldr_gvn_nm></tfsa_hldr_gvn_nm>
TFSA holder given name
- Required, 30 alphanumeric
- first 30 letters of the TFSA holder’s first given name
Note: If only initials are available, provide the holder’s first initial.
<tfsa_hldr_init></tfsa_hldr_init>
TFSA holder initial
-1 alphanumeric
- initial of the holder’s second given name
</HLDR_NM>
<HLDR_ADDR>
<tfsa_hldr_addr_l1_txt></tfsa_hldr_addr_l1_txt>
TFSA holder address - line 1
- Required, 30 alphanumeric
- first line of the TFSA holder’s address
<tfsa_hldr_addr_l2_txt></tfsa_hldr_addr_l2_txt>
TFSA holder address - line 2
- 30 alphanumeric
- second line of the TFSA holder’s address
<tfsa_hldr_cty_nm></tfsa_hldr_cty_nm>
TFSA holder city
- Required, 28 alphanumeric
- city in which the TFSA holder is located
<tfsa_hldr_pvst_cd></tfsa_hldr_pvst_cd>
TFSA holder province or territory code
- Required, 2 alpha
- Canadian province or territory in which the TFSA holder is located or the state in the USA where the TFSA holder is located
- use the abbreviations listed in the T619 - Electronic transmittal under section: Transmitter province or territory code
- when the TFSA holder’s country code is neither CAN nor USA, store ZZ in this field
<tfsa_hldr_cntry_cd></tfsa_hldr_cntry_cd>
TFSA holder country code
- 3 alpha
- country in which the TFSA holder is located
- use the alphabetic country codes as outlined in the International Standard (ISO) 3166 Codes for the Representation of Names of Countries
- always use CAN for Canada, and USA for the United States of America
<hldr_pstl_zip_cd></hldr_pstl_zip_cd>
TFSA holder postal code
- Required, 10 alphanumeric
- the TFSA holder’s Canadian postal code, format: alpha, numeric, alpha, numeric, alpha, numeric, example: A9A9A9
- or the TFSA holder’s USA zip code
- or where the TFSA holder’s country code is neither CAN nor USA, store the foreign postal code
</HLDR_ADDR>
<TFSA_HLDR_BRTH_DT>
<tfsa_hldr_brth_dt_yr></tfsa_hldr_brth_dt_yr>
TFSA holder date of birth - year
- Required, 4 numeric (e.g., 1991)
<tfsa_hldr_brth_dt_mo></tfsa_hldr_brth_dt_mo>
TFSA holder date of birth - month
- Required, 2 numeric (e.g., 03, 12)
<tfsa_hldr_brth_dt_dy></tfsa_hldr_brth_dt_dy>
TFSA holder date of birth - day
- Required, 2 numeric (e.g., 04, 31)
</TFSA_HLDR_BRTH_DT>
<TFSA_HLDR_DTH_DT>
<tfsa_hldr_dth_dt_yr></tfsa_hldr_dth_dt_yr>
TFSA holder date of death - year
- 4 numeric (e.g., 2009)
<tfsa_hldr_dth_dt_mo></tfsa_hldr_dth_dt_mo>
TFSA holder date of death - month
- 2 numeric (e.g., 03, 12)
<tfsa_hldr_dth_dt_dy></tfsa_hldr_dth_dt_dy>
TFSA holder date of death - day
- 2 numeric (e.g., 04, 31)
</TFSA_HLDR_DTH_DT>
<fmv_at_dthamt></fmv_at_dthamt>
TFSA Holder Fair market value at Time of Death
- 11 numeric characters, enter dollars and cents
- do not report negative values
<tfsa_new_ctrct_ind></tfsa_new_ctrct_ind>
New TFSA account this year for this holder: Y or N
- Required, 1 alpha
<ctrct_trmnt_ind></ctrct_trmnt_ind>
TFSA account closed this year: Y or N
- Required, 1 alpha
<TFSA_TRMNT_DT>
<tfsa_trmnt_dt_yr></tfsa_trmnt_dt_yr>
TFSA Close date - year
- 4 numeric (e.g., 2009)
<tfsa_trmnt_dt_mo></tfsa_trmnt_dt_mo>
TFSA Close date - month
- 2 numeric (e.g., 03, 12)
<tfsa_trmnt_dt_dy></tfsa_trmnt_dt_dy>
TFSA Close date - day
- 2 numeric (e.g., 04, 31)
</TFSA_TRMNT_DT>
<tfsa_scsr_ind></tfsa_scsr_ind>
Successor holder account: Y or N
- 1 alpha
<DCES_TFSA_NM >
<dces_tfsa_snm></dces_tfsa_snm>
Surname of Deceased holder
- 30 alphanumeric
- first 30 letters of the deceased holder’s surname
- omit titles such as Mr., Mrs., etc.
- do not include the first given name or initials
<dces_tfsa_gvn_nm></dces_tfsa_gvn_nm>
Given name of Deceased holder
- 30 alphanumeric
- first 30 letters of the deceased holder’s first given name
Note: If only initials are available, provide the holder’s first initial.
<dces_tfsa_init></dces_tfsa_init>
Initial of Deceased holder
-1 alphanumeric
- initial of the deceased holder's second given name
</DCES_TFSA_NM>
<dces_tfsa_sin></dces_tfsa_sin>
SIN of deceased holder
- 9 numeric
<DCES_TFSA_DTH_DT>
<dces_tfsa_dth_dt_yr></dces_tfsa_dth_dt_yr>
TFSA Deceased holder date of death - year
- 4 numeric (e.g., 2009)
<dces_tfsa_dth_dt_mo></dces_tfsa_dth_dt_mo>
TFSA Deceased holder date of death - month
- 2 numeric (e.g., 03, 12)
<dces_tfsa_dth_dt_dy></dces_tfsa_dth_dt_dy>
TFSA Deceased holder date of death - day
- 2 numeric (e.g., 04, 31)
</DCES_TFSA_DTH_DT>
<cye_fmv_amt></cye_fmv_amt>
Calendar Year End Fair market value
- Required, 11 numeric characters, enter dollars and cents
- do not report negative values
<stot_trans_cnt></stot_trans_cnt>
Total number of Transaction records
- Required, 4 numeric
- total number of transaction records included in this slip
<TFSA_HLDR_TAMT>
<stot_cnamt></stot_cnamt>
Total Holder Contributions
- 11 numeric characters, enter dollars and cents
- do not report negative values
<stot_wdamt></stot_wdamt>
Total Holder Withdrawals
- 11 numeric characters, enter dollars and cents
- do not report negative values
<stot_mbk_out_amt></stot_mbk_out_amt>
Total Holder Transfer Out – Marriage breakdown - Fair Market Value
- 11 numeric characters, enter dollars and cents
- do not report negative values
<stot_mbk_in_amt></stot_mbk_in_amt>
Total Holder Transfer In – Marriage breakdown - Fair Market Value
- 11 numeric characters, enter dollars and cents
- do not report negative values
</TFSA_HLDR_TAMT>
<slip_type_code></slip_type_code>
Slip type code
- Required, 1 alpha
- Original = O
- Amendment = A
- Cancel = C
Note: An original return cannot contain an amended or cancelled slip. An amended return cannot contain an original slip.
</TFSA_IDENT>
</TFSA_SLP>
<TFSA_SUMM>
<bn></bn>
Business Number (BN)
- Required, 15 alphanumeric, 9 digits RZ 4 digits, example: 000000000RZ0000
Note: In order to process a return, the complete BN is required.
<summ_tcd></summ_tcd>
Summary type code
- Required, 1 alpha
- Original = O
- Amendment = A
Note: An original return cannot contain an amended or cancelled slip. An amended return cannot contain an original slip.
<fileramendmentnote></fileramendmentnote>
Filer amendment note
- use for report type A only
- 1309 alphanumeric
<rpt_yr></rpt_yr>
Reporting year
- Required, 4 numeric
- the taxation year (e.g., 2009)
<tfsa_pln_id></tfsa_pln_id>
TFSA Identification number
- Required, 8 numeric
<slp_cnt></slp_cnt>
Total number of TFSA slips
- Required, 7 numeric
- total number of TFSA ident records filed with this TFSA Summary
<FLR_NM>
<l1_nm></l1_nm>
Filer name - line 1
- Required, 35 alphanumeric
- first line of filer's name
- if "&" is used in the name area enter as "&"
<l2_nm></l2_nm>
Filer name - line 2
- 35 alphanumeric
- second line of filer's name
<l3_nm></l3_nm>
Filer name - line 3
- 35 alphanumeric
- Use for "care of" or "attention"
</FLR_NM>
<FLR_ADDR>
<addr_l1_txt></addr_l1_txt>
Filer address - line 1
- 30 alphanumeric
- first line of the filer's address
<addr_l2_txt></addr_l2_txt>
Filer address - line 2
- 30 alphanumeric
- second line of the filer's address
<cty_nm></cty_nm>
Filer city
- 28 alphanumeric
- City in which the filer is located
<prov_cd></prov_cd>
Filer province or territory code
- 2 alpha
- Canadian province or territory in which the filer is located or the state in the USA where the filer is located
- use the abbreviations listed in the T619 - Electronic transmittal under section: Transmitter province or territory code.
- when the filer's country code is neither CAN nor USA, store ZZ in this field
<cntry_cd></cntry_cd>
Filer country code
-3 alpha
- country in which the filer is located
- use the alphabetic country codes as outlined in the International Standard (ISO) 3166 - Codes for the Representation of Names of Countries
- always CAN for Canada, and USA for the United States of America
<pstl_cd></pstl_cd>
Filer postal code
- 10 alphanumeric
- filer's Canadian postal code, format: alpha, numeric, alpha, numeric, alpha, numeric, example: A9A9A9
- or the filer's USA zip code
- or when the filer's country code is neither CAN nor USA, store the foreign postal code
</FLR_ADDR>
<CNTC>
<filr_cntc_snm></filr_cntc_snm>
Contact Surname
- Required, 30 alphanumeric
- first 30 letters of the contact’s surname
- omit titles such as Mr., Mrs., etc.
- do not include the first given name or initials
<filr_cntc_gvn_nm></filr_cntc_gvn_nm>
Contact Given name
- 30 alphanumeric
- first 30 letters of the contact’s first given name
Note: If only initials are available, provide the contact’s first initial.
<cntc_area_cd></cntc_area_cd>
Contact area code
- Required, 3 numeric
- area code of telephone number
<cntc_phn_nbr></cntc_phn_nbr>
Contact telephone number
- Required, 3 numeric with a hyphen (-), followed by 4 numeric
- telephone number of the contact
<cntc_extn_nbr></cntc_extn_nbr>
Contact extension number
- 5 numeric
- extension of the contact
<filr_cntc_ema></filr_cntc_ema>
Contact email address
- Required, 60 alphanumeric
- contact email address
</CNTC>
<TFSA_TAMT>
<rtot_cnamt></rtot_cnamt>
Total contributions amount
- 15 numeric characters, enter dollars and cents
<rtot_wdamt></rtot_wdamt>
Total Withdrawals amount
- 15 numeric characters, enter dollars and cents
<rtot_cye_fmv_amt></rtot_cye_fmv_amt>
Total Calendar Year End Fair Market Value
- 15 numeric characters, enter dollars and cents
<rtot_mbk_out_amt></rtot_mbk_out_amt>
Total Transfers out – marriage breakdown amount
- 15 numeric characters, enter dollars and cents
<rtot_mbk_in_amt></rtot_mbk_in_amt>
Total Transfers in – marriage breakdown amount
- 15 numeric characters, enter dollars and cents
</TFSA_TAMT>
</TFSA_SUMM>
</TFSA>
</Return>
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