TFSA annual information return
A TFSA annual information return consists of both the TFSA individual records and the TFSA return summary. You have to fill out a return for each TFSA identification number under which one or more TFSAs exist at any time in the year. Once a TFSA is opened, an individual record must be filed, regardless of activity in the account. The information (data elements) required in order for us to process each of these forms is described in Appendix A and Appendix B respectively.
If a record is filed in one year indicating that a TFSA was opened, we will expect to receive a record for the same TFSA in each year until such time as a record is filed with an indication that the account was closed in the year.
Once a TFSA is reported as closed, you cannot reopen it.
- What needs to be reported
TFSA individual record, TFSA return summary
- TFSA data elements
Reporting specifications, mandatory elements for TFSA individual record and TFSA Return Summary
- Registering a TFSA
Consequences of not registering a TFSA
- Due date
Reporting deadline for the TFSA annual information return
Report a problem or mistake on this page
- Date modified: