The TFSA annual information return

Throughout these Web pages we use the term "TFSA individual record". A TFSA individual record is similar to a slip except that TFSA issuers are not required to send their client a slip (for example, T4, T5). Therefore, when we refer to TFSA individual records, we are referring to what the issuers must submit to us.

You may have to send a T4A slip or NR4 slip. For more information, see Death of a TFSA holder. You may also have to send notification of non-qualified investment to the holder. For more information, see Non-qualified investments.

Topics

  • Filing
    Annual information return, data elements, before and after you file, filing methods, penalties and interest
  • Taxes
    Non-qualified investments, advantage, excess contributions, non-resident contributions
  • Death of a TFSA holder
    Trusteed TFSA, transfers to survivor, filing an NR4 or T4A slip, filing a T3 Trust Income Tax and Information Return
  • TFSA return mail-out
    Most common reasons why your client may have received a proposed RC243 TFSA return
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