This form is used by the Canada Revenue Agency for tax filing and reporting purposes. The TA4 form is known as a Statement of Pension, Retirement, Annuity, and Other Income. Some individuals or organizations will need to fill out this form if they are the payer for these types of income. This form must be filled out if you paid over $500 or if any tax was withheld from any payment.
Like other tax forms, a TA4 will require a lot of personal and financial information. This will include the payer’s name, account number, and social insurance number. It will also require the same information for the recipient. The amounts for each payment will then need to be listed. There are specific sections for lump sum payments, annuities, pensions, and more. If you need to include more payments from other forms of income, you can use another slip.
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