BMO Wealth Management

Tax Information Hub

Review the schedule below to check when your tax documents will be available online and mailed to you.

  • If you’ve chosen to receive tax documents online, you’ll find them in the eDocuments section.
  • Need help finding eDocuments? Follow our step-by-step guide to learn how to access your documents.
  • Have additional questions? Visit our FAQ page for more information on tax documents and their availability.

Important: eDocuments are currently unavailable on the BMO Invest App.

Tax Dates 2026

Registered

Online Availability

Mailing Date

RRSP contribution receipts – during the 2025 calendar year

Week of January 12th

Week of January 12th

RRSP contribution receipts - for the first 60 days of 2026

Week of January 26th, and weekly thereafter

Week of January 26th, and weekly thereafter

T4RIF/RL-2/NR4 Income from a RRIF

Week of February 23rd

Week of February 23rd

T4RSP/RL-2/NR4 Income from a RRSP

Week of February 23rd

Week of February 23rd

T4A/RL-1/NR4 Pension, Retirement, Annuity and Other Income

Week of February 23rd

Week of February 23rd

T4FHSA/R32/NR4 FHSA contributions, withdrawals, and transfers

Week of February 23rd

Week of February 23rd

Registered estate reporting

-

Week of February 16th

Non-Registered

Online Availability

Mailing Date

T5/RL-3/N4 investment income

Week of February 23rd

Week of February 23rd

T5008/RL18 (Trading Summary)

Week of February 23rd

Week of February 23rd

T5/R3/NR4 Split Shares Investment Income

Week of February 16th

Week of February 16th

T3/R16/NR4 Trust Income Allocations - Capital Trust and Trust Units

Week of March 23rd

Week of March 23rd

T5013/RL-15 Partnership Income

Week of March 23rd

Week of March 23rd

Realized Gain and Loss Report

Week of March 13th to March 20th

-

Foreign Securities Report

Week of January 26th

-

U.S. Reporting

Online Availability

Mailing Date

Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding

-

Week of March 9th

U.S Reporting (U.S.- source income)

-

Week of January 26th