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Tax slips: Mailing and web posting schedule
First 60-day RRSP contribution guidelines
Tax slips: Mailing and web posting schedule
Please refer to the chart below for the anticipated dates and methods of delivery. Mailing and web posting dates will be the same unless otherwise indicated.
Receipt type | Tentative mailing and web posting dates |
RRSP contribution receipts - First 60 days of 2026 | As processed, starting January 2 (online) and January 9 (mailed) |
RRSP contribution receipts – Rest-of-year (ROY) | Scheduled: Week of January 5 |
Consolidated First 60 days RRSP contribution receipts
| Scheduled online availability: Week of March 2 Scheduled mailing: Week of March 9 |
T4 (T4RSP, T4RIF, T4A, NR4) Quebec residents will also receive RL2 and/or RL1. | Scheduled: Week of January 12 |
T4A RDSP Quebec residents will also receive RL1. | Scheduled: Week of February 16 |
T4 FHSA |
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T3, T5 (including NR4) Quebec residents will also receive RL16 and/or RL 3. | Scheduled: Week of February 9 |
Manual CR and offsetting receipts: 60J, 60L and 60LV | Scheduled: Week of February 16 |
T5013 – Mackenzie Master Limited Partnership (MMLP) receipts Quebec residents will also receive RL15. | Scheduled mailing: Week of February 23 |
T5008 Statement of Securities Transactions | Scheduled online availability: Week of January 19 Scheduled mailing: Week of February 2 |
T4 Adjustments | Scheduled: Week of February 2 |
T4 E-Media | Scheduled: Week of February 2 |
T3 and T5 Adjustments | As processed, starting February 9 |
Please note that these dates are tentative and are subject to change.
First 60-day RRSP contribution guidelines
The Canada Revenue Agency (CRA) deadline for receipt of first 60-day orders is 11:59:59 pm on March 2, 2026.
The processing deadline for trades requesting a first 60-day contribution will be 4:00 pm on March 4, 2026.
Mackenzie follows the industry best practices as outlined by the Securities and Investment Management Association (SIMA), formerly known as IFIC:
- Contribution receipts will be mailed daily starting January 9, 2026 (excluding PACs and employee/employer GRRSP contributions). GRRSP and PAC contributions processed up to and including March 2, 2026 will be consolidated and issued on the same day. Duplicate receipts can be retrieved online on AdvisorAccess.
- From March 3 to 4:00 pm ET on March 4, all contributions made into a Mackenzie RRSP will trigger a first 60-day contribution receipt, provided the supporting documentation was received in the dealer’s office on or before the deadline.
- Dealers can designate electronic purchases as ‘first 60-day’ via Fundserv by indicating “contribution period = P” on the trade. Fundserv will reject all electronic orders placed as first 60-days (Contribution period = P) after 4:00 pm on March 4, 2026.
- From March 3 to 4:00 pm ET on March 5, contributions made into a Mackenzie Group RRSP will trigger a first 60-day contribution receipt, provided the proper supporting documentation is received. This allows for situations where the employees’ contribution payments have been made prior to the deadline through their regular payroll deduction but the funds were not released in time by the employer or sponsor payroll programs.
Guidelines for issuing contribution receipts under exceptional circumstances after the March 4, 2026 deadline are provided by SIMA on their website at www.sima-amvi.ca.
These procedures are not considered an extension to the CRA deadline for contributions. Rather, they’re intended to allow contributions received by the dealer before the deadline to be directed to Mackenzie for investment accordingly.