*** Transcriber's Note: Please set your voice synthesizer to read most punctuation. When you encounter the caret sign at the end of a line, please enter the applicable information, if necessary. *** T4RIF E (11) (Front) Canada Revenu Agency STATEMENT OF INCOME FROM A REGISTERED RETIREMENT INCOME FUND Year ^ Box 16: Taxable amount ^ Amounts deemed received by the annuitant Box 18: Deceased: ^ Box 20: Deregistration ^ Box 22: Other income or deductions ^ Box 24: Excess amount ^ Box 26: Spousal or common-law partner RRIF ^ Box 28: Income tax deducted ^ Box 30: (Year\Month\Day) ^ Box 35: Transfers on breakdown of marriage or common-law part. ^ Box 32: Spouse's or common-law partner's social insurance number* (enter 9- digit number) ^ Recipient's name and address Last name (print letters) ^ First name ^ Initials ^ Box 12: Social insurance number* (enter 9-digit number) ^ Box 14: Contract number ^ Box 60: Name of payer (carrier) of fund ^ Box 61: Account Number ^ Box 36: Tax-paid amount ^ For information on how to complete this form, see the back. Privacy Act, Personal Information Bank number CRA PPU 005 T4RIF (11)(Back) HOW TO COMPLETE THIS SLIP Complete this form using the instructions in Guide T4079, T4RSP and T4RIF Guide. If you file your T4RIF slips online you may choose one of the following electronic filing formats: 1) Internet File Transfer (XML) 2) Web Forms For more information about filing electronically, go to www.cra.gc.ca/iref. You can also file your T4RIF slips online at: - www.cra.gc.ca/representatives, for authorized representatives; or - www.cra.gc.ca/mybusinessaccount, for business owners. If you file your T4RIF slips on paper: - Use one sheet for three different beneficiaries for the copy you are sending to the CRA. Do not separate the slips when you send them with your T4RIF Summary. - Use a separate sheet for the two copies you are giving to the beneficiary and the copy you are keeping in your records. Do not print your Account Number (box 61) on the copies you give to the beneficiary. Keep a copy of this slip for your records and attach the other copy to your tax return. For information on how to report your income, see your Income Tax and Benefit Guide. Under the Income Tax Act, you have to give your social insurance number (SIN) on request to any person who prepares an information slip for you. If you do not have a SIN, you can apply for one through any Service Canada Centre. - Box 16 - This is the amount of taxable payments received in the year. For information on where you enter this amount on your return, see line 115 in your income tax guide. - Box 18 - This is the fair market value of all the property held by the RRIF at the time of the annuitant's death. For more information on how to report this amount, see Guide T4040, RRSPs and Other Registered Plans for Retirement. - Box 20 - This is the fair market value of all the property held by the RRIF just before the RRIF became an amended fund. For information on where you enter this amount on your return, see line 115 in your income tax guide. - Box 22 - If you received the income from a deceased annuitant's RRIF and you are either 65 years of age or older, or the beneficiary spouse or common- law partner of the deceased, enter it on line 115 of your return. Otherwise, enter any income amounts on line 130 and any deductions (amount shown in brackets) on line 232 of your return. However, if the amount was rolled over from a deceased annuitant's RRIF to a registered disability savings plan, enter this amount on line 130 and line 232 of the deceased's return. Form RC4625, Rollover to a Registered Disability Savings Plan (RDSP) Under Paragraph 60(m), must be attached to the deceased's return. If you are an eligible individual, enter the amount of the rollover on line 130 and the amount transferred on line 232 of your return. For more information, see Information Sheet RC4178, Death of a RRIF Annuitant. - Box 24 - This is the taxable part of amounts received in the year that is more than the minimum amount. This amount is already included in box 16. Only report the box 16 amount on your return. If the amount received relates to RRSP contributions you could not deduct from income, you may be able to claim an offsetting deduction on line 232. For more information, see line 232 of the General Income Tax and Benefit Guide and Form T746, Calculating Your Deduction for Refund of Unused RRSP Contributions. - Boxes 26 and 32 - If yes appears in box 26, or if the SIN of the contributor spouse or common-law partner is in box 32, the contributor spouse or common-law partner may have to include in income part or all of the amounts in boxes 20 or 24, if any. For more information, see Form T2205, Amounts From a Spousal or Common-Law Partner RRSP or RRIF to Include in Income for XXXX. - Box 28 - Enter this amount on line 437 of your return. - Box 30 - This is the RRIF annuitant's date of death. - Box 35 - This is the amount directly transferred on breakdown of a marriage or common-law partnership. This amount is not included in income. - Box 36 - This amount is used to calculate the amount that has to be reported on the final return of the deceased annuitant. For more information, see Guide T4040, RRSPs and Other Registered Plans for Retirement.