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  1. Tax slips checklist. As you prepare to review tax slips for your investment accounts, you may use the checklist below to determine if you have all your tax slips before filing your 2023 taxes. Depending on your investments, you may receive all or some of the slips listed below.

  2. Even if you have not received all of your RRSP contribution receipts, you must file your income tax and benefit return on time to avoid any penalties or interest. Your RRSP issuer can confirm your contribution amounts.

  3. Account summaries and details. View your holdings in all of your accounts, including cash balances, individual holdings, current market values and original costs. You can even see the prices of your equity holdings updated in real time throughout the business day.

  4. < The summary is mailed to ScotiaMcLeod clients on or before March 1, 2021. < Scotia iTRADE clients can access a full view of their 2020 Annual Trading Summary and Realized Gain Loss Report (RGL) online on January 1, 2021. Information regarding U.S. Tax Reporting < Form 1099 is issued to U.S. persons on U.S. source

  5. Jul 4, 2024 · If you currently receive digital statements for your investments, you can view and download your tax documents through online banking by going to the Communications Centre on your Accounts page.

  6. However, you can now choose to receive your tax documents electronically via Scotia online or request a duplicate paper copy of your tax document through Scotia OnLine’s Communications Centre by selecting “Send a Message” with the subject as “RRSP GIC and Savings account”.

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  8. You'll also have access to Scotia online, available on desktop, mobile, tablet, and through the Scotia Wealth Management mobile app. Learn more about the features and benefits.

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