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2020 sales force tax documents – iA and former iA Excellence

February 12, 2021

Your tax documents will be sent to the postal address on file as at January 14, 2021, no later than February 28, 2021. 

Moreover, if you received compensation from former iA Excellence, here are some precisions regarding the tax documents you will receive.

If only compensation from iA was paid

You will receive:

Quebec Outside Quebec
T4A and Relevé 1 in the same envelope
(iA only)
T4A (iA only)

If at least one compensation from former iA Excellence was paid

Due to the alignment of iA and former iA Excellence systems, which was completed on September 18, 2020, exceptionally, you will receive your tax documents in several mailings.

Attention! All documents received will help you complete your income tax return!

Quebec Outside Quebec
A tax document is sent only if compensation was paid during the reference period.

You may receive your documents in
three (3) separate envelopes:

First envelope
T4A — Period of January 1 to September 18, 2020
(former iA Excellence)

Second envelope
Relevé 1 — Period of January 1 to September 18, 2020 former iA Excellence).

Third envelope

T4A and Relevé 1 — Grouping the period of   September 19 to December 31, 2020 (former iA Excellence) AND all of 2020 (iA)

You may receive your documents in
two (2) separate envelopes:
 


First envelope
T4A — Period of January 1 to September 18, 2020 (former iA Excellence)

Second envelope
T4A — Grouping the period of September 19 to December 31, 2020 (former iA Excellence) AND all of 2020 (iA)


Questions?
remuneration.agents@ia.ca

Topics : Insurance, Savings

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