DECEASED/ESTATE RETURNS REQUIREMENTS
Copy of Will
Copy of Death Certificate
Notice of Assessment (previous year)
Employment Income (T4)
Other Income Slips (T4, T4RSP)
Investment Income (T3, T5)
Employment Insurance (T4E)
Social Assistance Slip (T5007)
WSIB (T5007)
Spousal Information (if married)
List of Dependents, including date of birth & social insurance number
Charitable Donations
Medical Expenses
Copy of Death Certificate
Notice of Assessment (previous year)
Employment Income (T4)
Other Income Slips (T4, T4RSP)
Investment Income (T3, T5)
Employment Insurance (T4E)
Social Assistance Slip (T5007)
WSIB (T5007)
Spousal Information (if married)
List of Dependents, including date of birth & social insurance number
Charitable Donations
Medical Expenses
