Taxes

Receive my tax documents.

When can I expect to receive my annual tax documents? (Canada & U.S. participants)

Tax documents can be located in the Documents tab in your Shareworks account.

If you do not see any documentation, then you do not have any tax documents available to you at this time.

Please see below for Canadian tax slip and U.S. tax slip schedule dates below.

CRA

Slip Date Uploaded to SW Posting/Mailing Deadline
RRSP – Last 10 Months 31-Jan-2023 31-Jan-2023
RRSP – First 60 Days 1-Apr-2023 1-Apr-2023 (As early as possible in March or per Client specific ask)
NR4 15-Feb-2023

Calendar Year Plans: March 31, 2023

Fiscal Year Estate or Trust: No later than 90 days after the end of the estate's or trust's tax year

T3 25-Mar-2023

Calendar Year Trust: March 31, 2023

Fiscal Year Trust: No later than 90 days after the end of the trust's tax year

Slip Date Uploaded to SW Posting/Mailing Deadline
T4A 15-Feb-2023 28-Feb-2023
T4PS 15-Feb-2023 28-Feb-2023
T4RSP 15-Feb-2023 28-Feb-2023
T5 15-Feb-2023 28-Feb-2023
T5008 15-Feb-2023 28-Feb-2023
T5013 15-Mar-2023 31-Mar-2023
T10 31-Jan-2023 Q1: No later than May 30, 2022
Q2: No later than August 29, 2022
Q3: No later than November 29, 2022
Q4: No later than January 31, 2023

MRQ

Slip Date Uploaded to SW Posting/Mailing Deadline
RL-2 15-Feb-2023 28-Feb-2023
RL-3 15-Feb-2023 28-Feb-2023
RL-16 15-Mar-2023

Calendar Year Trust: March 31, 2023

Fiscal Year Trust: No later than 90 days after the end of the trust's tax year

RL-18 15-Feb-2023 28-Feb-2023
RL-25 15-Feb-2023 28-Feb-2023
 

IRS

                                                                                                                                                                                                                                                                                                       
Slip Date PDFs Uploaded to SW             Posting/Mailing Deadline
3921/392231-Jan-202331-Jan-2023
Individual 1099-DIV
(applicable only for some SUM Private Companies)             		31-Jan-2023 31-Jan-2023
Combined 1099 B/DIV – Wave 1             15-Feb-2023                

15-Feb-2023

                         
Combined 1099 B/DIV – Wave 2
Companies with Custom/Manual processing)             		28-Feb-202328-Feb-2023
1042-S 15-March-2023 15-Mar-2023

As an employee, it is your responsibility to understand all tax implications that impact your equity and/or share purchase holdings.

Shareworks Support Center

Back to FAQs
VIEW ALL QUESTIONS

Morgan Stanley at Work, Shareworks, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions.

Morgan Stanley at Work and Shareworks services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

© 2023 Morgan Stanley Smith Barney LLC, Member SIPC.

CRC#3892901  (11/2021)

View Disclosures Close Disclosures