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FI's offering 2024 T5's online.
January 28, 2025
1:29 pm
dommm
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So far for me: Tangerine, Achieva, Home Bank (Oaken Financial)

January 28, 2025
6:56 pm
GIC-Fanatic
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And Home Trust (Oaken Financial)

Also Oaken’s annual statement was available a few days ago. Fantastic information.

February 1, 2025
6:44 pm
rk
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Does Simplii offer online T5s?

February 1, 2025
7:47 pm
Norman1
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No, Simplii doesn't offer online T5 slips.

Over the many years, all my T5 slips from Simplii were paper slips mailed to me.

February 2, 2025
5:08 am
rk
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Norman1 said
No, Simplii doesn't offer online T5 slips.

Over the many years, all my T5 slips from Simplii were paper slips mailed to me.  

Thank you Norman1. I will be keeping an eye on my mailbox.

February 4, 2025
5:52 am
RAV4guy
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I retrieved my online T5 from Wealth One.

February 13, 2025
6:06 am
lhsaid
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Got the RBC T5 online yesterday

February 16, 2025
12:19 pm
yayyayyay
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Got my Tangerine T5 online already. Looks like I'll have to wait till February 28 for Wealthsimple and Eqbank T5s.

February 21, 2025
2:33 pm
phrank
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EQ Bank is now available for me.

February 21, 2025
3:11 pm
Dean
Valhalla Mountains, British Columbia
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.
'Ditto' @ EQ 2day

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

February 21, 2025
3:42 pm
AltaRed
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I decided to look to see if there would even be one for me. Yes, for $1.60.

February 21, 2025
3:55 pm
CAD
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EQ is such a nitpicking company providing T5 for miniscule amounts.

February 21, 2025
4:44 pm
Dean
Valhalla Mountains, British Columbia
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.
Yup

My EQ 2024 T5 was for A Whopping $11.71 ... LOL sf-laugh

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

February 21, 2025
5:08 pm
AltaRed
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CAD said
EQ is such a nitpicking company providing T5 for miniscule amounts.  

Digital PDFs cost them virtually nothing to produce. I would hope they didn't mail a paper copy at substantial cost to them.

February 21, 2025
6:05 pm
CAD
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AltaRed said

Digital PDFs cost them virtually nothing to produce. I would hope they didn't mail a paper copy at substantial cost to them.  

My point is Why generating T5 for amounts < $50...
Most FI have PDF option beside paper.

February 22, 2025
12:09 am
Norman1
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phrank said
EQ Bank is now available for me.

Messed up T5 slip PDF from EQ Bank!

According to Acrobat Reader, the PDF is rendered for some weird 23.61" x 38.89" page size!

The PDF won't print with Acrobat Reader. Need to use Microsoft Edge to print. Wasted an hour before I realized it wasn't an issue with my printer!

Printed my name first name first instead of last name first as required by the T5 slip. Hopefully, EQ Bank didn't switch the first and last names in their T5 return upload to CRA.

February 22, 2025
4:37 am
Alexandre
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Norman1 said

Messed up T5 slip PDF from EQ Bank!

Printed my name first name first instead of last name first as required by the T5 slip. Hopefully, EQ Bank didn't switch the first and last names in their T5 return upload to CRA.  

I have got EQ T5, it also has first name first. Never paid attention to this. Checked my other T5 slips: LBC T5 also has first name first.

I don't think CRA cares: they must be relying on SIN.

Because, for many years working at one of my employers I had my last name misspelled on T4, never was a problem with taxes.
Now that I checked my T5s, I noticed this year LBC T5 (like previous years) has my first name misspelled. Wasn't an issue with CRA in my tax returns for previous years.

I'll keep an eye for these in CRA MyAccount, anyway. As long as they are uploaded to CRA with correct amounts in all fields, my taxes will be filed correctly by TurboTax.
Which, by the way, also does not care if what it downloads from CRA MyAccount has correct first/last name of a taxpayer.

February 22, 2025
5:12 am
savemoresaveoften
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Norman1 said

phrank said
EQ Bank is now available for me.

Messed up T5 slip PDF from EQ Bank!

According to Acrobat Reader, the PDF is rendered for some weird 23.61" x 38.89" page size!

The PDF won't print with Acrobat Reader. Need to use Microsoft Edge to print. Wasted an hour before I realized it wasn't an issue with my printer!

Printed my name first name first instead of last name first as required by the T5 slip. Hopefully, EQ Bank didn't switch the first and last names in their T5 return upload to CRA.  

You can also download and use Foxit pdf reader which is free. Foxit able to actually shrink it to fit to 1 page. Adobe does not shrink it properly as you noticed.

February 22, 2025
9:17 am
Dean
Valhalla Mountains, British Columbia
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Dean said
.
Yup

My EQ 2024 T5 was for A Whopping $11.71 ... LOL sf-laugh

    Dean

But it did print-off just fine ... no problemos.

Go Figure

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

February 22, 2025
1:02 pm
Alexandra
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savemoresaveoften said

You can also download and use Foxit pdf reader which is free. Foxit able to actually shrink it to fit to 1 page. Adobe does not shrink it properly as you noticed.  

No need to download the T5 from EQ. Just click on it and say print. Then printer prints the copy.

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