Blog

RRSP and RRIF Canadian tax settings in Sharesight portfolios

by Angela Thompson, Sharesight

Great news for Canadian investors! Today we’re pleased to formally announce new tax settings for Sharesight portfolios, just in time for the Canadian tax season. As a reminder, April 30 is the deadline to file your 2017 taxes (if you’re self-employed, it’s June 15).

Featured - Tax Settings Canada

New tax settings for Canadian Sharesight portfolios

Investors with a Sharesight portfolio tax residency set to “Canada” now have a choice of the following tax settings which conform to Canadian Revenue Agency (CRA) tax reporting rules:

  • Non-registered – standard tax rules apply (default)
  • Registered Retirement Savings Plan (RRSP) – Non-resident withholding tax does not apply for US stocks
  • Registered Retirement Income Fund (RRIF) – Non-resident withholding tax does not apply for US stocks

More info

Simply the best portfolio tracker for Canadian investors

Join the thousands of Canadian investors already using Sharesight to manage their investment portfolios. To get started for FREE, simply sign-up and import your stocks and mutual funds. Then watch as corporate actions such as dividends and stock splits are automatically incorporated. And there’s even a handy mobile app that lets you track your portfolio on the go!

FURTHER READING

Try Sharesight today
Track 10 holdings for free.
Sign up for Free