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Preparing Your Trust Tax Returns Updates
Not all facts and figures are available at the time of publication. The government is also continuously making new tax-related announcements in response to the pandemic, so tax changes will inevitably occur after this book is published. Therefore, this website will provide you with a complete list of tax changes pertaining to preparing trust tax returns that occurred after the publication date.
The most up-to-date forms can also be found below.
Latest Forms and Charts
The forms and charts listed below will be updated with the latest versions for Tax Year 2022 as they become available.
| Document | Date | Description | Reproduced at paragraph |
APPENDIX 1—CRA AND REVENU QUÉBEC FORMS |
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| T3 Return | Rev. 21 | T3 Trust Income Tax and Information Return | 10,000 |
| Schedule 1 | Rev. 22 | Dispositions of Capital Property | 10,001 |
| Schedule 1A | Rev. 22 | Capital Gains on Gifts of Certain Capital Property | 10,002 |
| Schedule 2 | Rev. 22 | Reserves on Dispositions of Capital Property | 10,003 |
| Schedule 3 | Rev. 22 | Eligible Taxable Capital Gains | 10,004 |
| Schedule 4 | Rev. 22 | Cumulative Net Investment Loss | 10,005 |
| Schedule 7 | Rev. 22 | Pension Income Allocations and Designations | 10,006 |
| Schedule 8 | Rev. 22 | Investment Income, Carrying Charges, and Gross-up Amount of Dividends Retained by the Trust | 10,007 |
| Schedule 9 | Rev. 22 | Income Allocations and Designations to Beneficiaries | 10,008 |
| Schedule 10 | Rev. 22 | Part XII.2 Tax and Part XIII Non-Resident Withholding Tax | 10,009 |
| Schedule 11 | Rev. 22 | Federal Income Tax | 10,010 |
| Schedule 11A | Rev. 22 | Donations and Gifts Tax Credit Calculation | 10,011 |
| Schedule 12 | Rev. 22 | Minimum Tax | 10,012 |
| T3AB | Rev. 21 | Alberta Tax | 10,013 |
| T3BC | Rev. 21 | British Columbia Tax | 10,014 |
| T3MB | Rev. 21 | Manitoba Tax | 10,015 |
| T3NB | Rev. 21 | New Brunswick Tax | 10,016 |
| T3NL | Rev. 21 | Newfoundland and Labrador Tax | 10,017 |
| T3NS | Rev. 21 | Nova Scotia Tax | 10,018 |
| T3NT | Rev. 21 | Northwest Territories Tax | 10,019 |
| T3NU | Rev. 21 | Nunavut Tax | 10,020 |
| T3ON | Rev. 21 | Ontario Tax | 10,021 |
| T3PE | Rev. 21 | Prince Edward Island Tax | 10,022 |
| T3SK | Rev. 21 | Saskatchewan Tax | 10,023 |
| T3YT | Rev. 21 | Yukon Tax | 10,024 |
| T3MJ | Rev. 21 | T3 Provincial and Territorial Taxes for Multiple Jurisdictions | 10,025 |
| NR4 | Rev. 22 | Statement of Amounts Paid or Credited to Non-Residents of Canada | 10,026 |
| NR4 SUM | Rev. 22 | Summary of Amounts Paid or Credited to Non-Residents of Canada | 10,027 |
| T184 | Rev. 21 | Capital Gains Refund to a Mutual Fund Trust | 10,028 |
| T1055 | Rev. 22 | Summary of Deemed Dispositions (2002 and later tax years) | 10,029 |
| T1079 | Rev. 22 | Designation of a Property as a Principal Residence by a Personal Trust | 10,030 |
| T1141 | Rev. 17 | Information Return in Respect of Contributions to Non-Resident Trusts, Arrangements or Entities | 10,031 |
| T1237 | Rev. 21 | Saskatchewan Farm and Small Business Capital Gains Tax Credit | 10,032 |
| T1262 | Rev. 21 | Part XIII.2 Tax Return for Non-Resident's Investments in Canadian Mutual Funds | 10,033 |
| T3 FFT | Rev. 22 | T3 Federal Foreign Tax Credits for Trusts | 10,034 |
| T2223 | Rev. 06 | Election, Under Subsection 159(6.1) of the Income Tax Act, by a Trust to Defer Payment of Income Tax | 10,035 |
| T3 | Rev. 22 | Statement of Trust Income Allocations and Designations | 10,036 |
| T3 SUM | Rev. 22 | Summary of Trust Income Allocations and Designations | 10,037 |
| T3A | Rev. 22 | Request for Loss Carryback by a Trust | 10,038 |
| T3S | Rev. 22 | Supplementary Unemployment Benefit Plan Income Tax Return | 10,039 |
| T3APP | Rev. 22 | T3 Application for Trust Account Number | 10,040 |
| T183TRUST | Rev. 22 | Information Return for the electronic filing of a Trust Return | 10,041 |
| TP-646-V | Rev. 2022-10 | Quebec Trust Income Tax Return | 10,042 |
| MR-14.A-V | Rev. 2022-11 | Notice Before Distribution of the Property of a Succession | 10,043 |
| RL-16-T | Rev. 2022-10 | RL-16 Slip: Trust Income | 10,044 |
| TP-128.F-V | Rev. 2021-10 | Income Earned by a Trust from the Rental of Immovable Property | 10,045 |
| TP-274.F-V | Rev. 2021-10 | Designation of Property as a Principal Residence of a Personal Trust | 10,046 |
| TP-653-V | Rev. 2021-10 | Deemed Sale Applicable to Certain Trusts | 10,047 |
| TP-671.9-V | Rev. 2017-03 | Information Return of the Beneficiary of a Designated Trust | 10,048 |
| TP-772-V | Rev. 2020-12 | Foreign Tax Credit | 10,049 |
| TP-776.42.F-V | Rev. 2022-10 | Alternative Minimum Tax of a Trust | 10,050 |
| TP-1012.B-V | Rev. 2021-10 | Carry-Back of a Deduction or Tax Credit | 10,051 |
| TP-1031.1-V | Rev. 2021-10 | Election by a Trust to Pay in Instalments the Income Tax Resulting from a Deemed Sale Applicable to Certain Trusts | 10,052 |
APPENDIX 3—CRA AND REVENU QUÉBEC GUIDES |
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| T4013 | Rev. 21 | T3 Trust Guide | 12,000 |
| TP-646.G-V | Rev. 2021-10 | Guide to Filing the Trust Income Tax Return | 12,001 |
| RL-16.G-V | Rev. 2022-10 | Guide To Filing the RL-16 Slip: Trust Income | 12,002 |
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