RRSP, RRIF, TFSA Year-end Reporting

We are pleased to provide a session dedicated to reviewing the CRA requirements for year-end reporting on RRSPs, RRIFs and TFSAs.  The session will not include specifics of your data system but will allow time for credit unions with common data systems to share their knowledge with other attendees. Content will include: possible errors found on new contract listings; trying to balance year-end contract numbers; cancelling, amending T4RSPs, T4RIFs; preparing estate T4RSPs, T4RIFs, T4As; RRSP Contributions Electronic Filing; LIF/RLIF year-end statement requirements; RRSP age 71s; Reasons RRIF minimum payment requirements are not met, TFSA electronic filing and possible errors.

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    • RRSP
    • RRIF
    • Locked-in Registered Plans
    • RRSP, RRIF and TFSA Estates
    • RESPs
    • Tax-Free Savings Accounts
    • Disability Savings Plan
    • RRSP, RRIF, TFSA Year-end Reporting
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