CRA Form T4A Statement of Pension, Retirement, Annuity, and Other Income
Report pension, retirement, annuity, and other income paid to individuals during the year.
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About T4A
Form T4A, Statement of Pension, Retirement, Annuity, and Other Income, is an information slip that reports various types of income paid to an individual. Payers issue it to recipients and file a copy with the Canada Revenue Agency.
The slip captures amounts such as pension and superannuation payments, lump-sum payments, self-employed commissions, annuities, and certain fees for services. Each type of income is reported in its own box on the slip.
Recipients use the amounts on their T4A to report income on their T1 personal income tax return, while payers must prepare and distribute the slips and file a summary with the CRA by the required deadline.
Who needs to complete it
- Payers who make pension, annuity, or retirement payments to individuals
- Businesses that pay certain fees or commissions for services
- Recipients of pension, superannuation, or annuity income
- Individuals who received scholarships, bursaries, or research grants
- People who received self-employed commission income reported on a slip
How to fill out T4A
- 1Enter the payer name, address, and business account number.
- 2Enter the recipient name, address, and social insurance number.
- 3Report the calendar year the slip covers.
- 4Enter the applicable income amounts in the correct boxes for each type of income.
- 5Report any income tax deducted at source.
- 6Distribute copies of the completed slip to the recipient.
- 7File the slips and the related summary with the Canada Revenue Agency by the deadline.
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Frequently asked questions
What is a T4A used for?
It reports pension, retirement, annuity, and various other income types paid to an individual so both the recipient and the CRA have a record of the amounts.
How is a T4A different from a T4?
A T4 reports employment income and related deductions, while a T4A reports pension, annuity, and other non-employment income.
When must a payer issue a T4A?
Payers generally must prepare and distribute T4A slips and file the summary with the CRA by the last day of February following the calendar year.
Where do I report T4A amounts?
Recipients report the amounts on the appropriate lines of their T1 personal income tax return based on the box the income appears in.