It is not a legal req to send a T5 if the distribution is less than $50. Some companies do it anyway, some don't. If they don't, you have to fill in the numbers yourself (usually simple).
I'd agree that having a single brokerage makes life easy. And single fund/ETF per category (ie one for emerging, one for developed, etc). Oh, the benefits of hindsight.
This year you should be able to connect your tax software to your 'MyAccount' CRA... account. It'll download and auto-fill a lot of stuff.
In terms of dates, T3s are due 90 days into the year (technically March 30th this year? Whatever.. I got mine on April Fool's day). T5s are due by the end of Feb I think. So you should certainly have everything you're going to get by now!
Filed ours last week. Au revoir, Family Tax Cut. You saved us a bit of cash. Au revoir, UCCB - you cost us some (well, not really, but we had to pay back a bit). Bonjour, CTB! You are much more generous, and while I think it's crazy to throw money at families earning $90k, whatever. The ONLY thing I dislike is that it's a year behind your actual circumstances - we did ok last year, so we get CTB reduced - but this year we are going to do much worse. So NEXT year we'll get a massive increase in CTB.. when we may or may not be earning more.
Well, I guess most people's salaries don't change dramatically - those that get salaries. Neither of us do, so income fluctuates wildly.