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T4A

Location: > Fees University of Toronto > Session Archive > Summer 2010 > Tax Information > T4A

T4A: Statement of Pension, Retirement, Annuity, and Other Income

The T4A is the form for the Statement of Pension, Retirement, Annuity and Other Income and the amount on the form is used for reporting to Revenue Canada for Income Tax purposes.

The University will issue a T4A slip if the student received other income in the calendar year (January to December) in the form of any of the following:

  • Scholarship, bursary, or fellowship payments;
  • The value of any tuition waiver for dependent children and/or a spouse (effective in calendar year 2007);
  • University subsidy of interest on University-arranged loan programs such as the Scotiabank Loan.

Please refer to the Canada Revenue Agency Income Tax Guidelines for instructions on using this form.

Frequently Asked Questions:

Who Receives a T4A slip?

The Canada Revenue Agency (CRA) requires the University to provide a T4A slip to all University of Toronto students to report other income received in the calendar year (January to December) in the form of:

  • scholarship, bursary, or fellowship payments paid to the student;
  • the value of any tuition waiver for dependant children and/or a spouse (effective in calendar year 2007);
  • University subsidy of interest on University-arranged loan programs such as the Scotiabank Loan.

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The amount on the T4A Form will show the amount each student received as income from the University of Toronto. For instance, awards and bursaries received from the Rotman School are considered by the Canadian government to be a source of income. In addition, please remember that the interest amount for the Scotiabank Loan Program, subsidized by the Rotman School while you are a registered student, is also considered to be a source of income and will appear on the T4A Form.

When are the T4A slips (paper copy) available?

Student Accounts produces T4A slips that report scholarship, bursary, fellowship, dependant tuition waiver or loan interest subsidy income reported for the current calendar year (January to December) to be mailed to the student’s current address on the Student Web Service/ROSI in late February of the following year.

Undeliverable T4As are returned to Student Accounts so students should ensure that he permanent and mailing addresses on SWS/ROSI are updated before the end of the day on February 1st.

Starting in February 2014, the T4A slips for the 2013 calendar year and each year thereafter will be available on the Student Web Service/ROSI. See When are T4A slips available on the Student Web Service/ROSI FAQ.

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When are T4A slips available on the Student Web Service/ROSI?

New Service Notice: T4A slips will be available for the first time on the Student Web Service/ROSI on February 21, 2014.

T4A slips for the current calendar year (January to December 2013) will be available on the Student Web Service/ROSI on February 21, 2014, and T4A slips for future calendar years will be posted on SWS/ROSI on February 21st every year thereafter.

The T4A slips on SWS/ROSI are available for viewing and printing. The printed copy is acceptable for the purposing of filing the student’s income tax return. This date will be posted on the Student Accounts bulletin board  in early February, and an email notification will be sent to the UTOR email addresses of students who are registered in the winter session and have a debit or credit account balance.

If your T4A slip has not been posted on the Student Web Service/ROSI, refer to the When are T4A slips (paper copy) available FAQ.

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How long are T4A slips available on the Student Web Service/ROSI?

T4A slips for the current calendar year (January to December 2013) will be available on the Student Web Service/ROSI  on February 21, 2014, and T4A slips for future calendar years will be posted on SWS/ROSI on February 21st every year thereafter.

Students can view and print forms as needed for information purposes only. Paper copies are mailed to students for the purposes of filing income taxes. Students who require PIN reactivation can view instructions .

By February 2016, T4As for the most recent seven years will be available on SWS/ROSI.

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What applications are required to download the T4A form on SWS/ROSI?

The T4A form will be available as a Adobe Portable Document Format (PDF) file. Adobe® Reader® (5.05 or higher) is required to read the PDF files.

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Who to contact for assistance with difficulty with Acrobat Reader or printing the T4A form?

If your computer is attached to a local area network (LAN), you should contact your LAN administrator or technical support person for support. If you are having a problem on a personal computer, you can leave your comments or questions using the SWS feedback button located in the lower left corner. (Be sure to select Help with Browser or Connectivity Problems from the Divisional Contact drop-down list.)

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How can a student obtain a duplicate copy?

Students may request a duplicate paper copy T4A for T4As that are not available on the Student Web Service/ROSI by contacting Student Accounts at info.studentaccount@utoronto.ca.

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What does the amount on the T4A mean?

Box 105 “Other Income” on the T4A slip will report the sum of:

  • scholarship, bursary, fellowship, tuition waiver for dependant children and/or a spouse payments recorded in the student’s ROSI student account in the calendar year. Questions regarding these amounts should be directed to Student Accounts.
  • scholarship, bursary, fellowship or loan interest subsidy income that the student’s financial aid office administers outside of SWS/ROSI. Questions regarding these amounts should be directed to the student’s financial aid office.

If the amount on the T4A slip is incorrect, students can contact Student Accounts at 416-978-2142 or at info.studentaccount@utoronto.ca.

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Where are other useful sources of student tax information?

The Canada Revenue Agency (CRA) website provides information for students on a wide range of taxation topics. In addition, CRA ‘s annual Students and Income Tax brochure  is a useful source of information for students.

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