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We’ve got you covered this tax season

Tools to simplify your tax return preparation
Talk to an MD Advisor

Whether you’re a medical student, resident, practicing physician or retiree, we have tax tips to help you get the most from your 2020 tax return—and plan for the 2021 tax year.

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MD Client Tax Guide

This handy guide will help you keep track of the tax slips and documents you may receive from MD from January to early April 2021. You’ll need these documents to complete your tax return.

Tax Resources

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Frequently Asked Questions
Find answers to your questions about the tax slips and other forms you may receive from MD.

MD Stable Income Fund Tax Information
This handy guide presents information about the MD Stable Income Fund, which is a segregated group annuity policy issued by MD Life Insurance Company.

T1135 Foreign Income Verification Statement Fact Sheet
More information about the T1135 Foreign Income Verification Statement, which must be completed if a taxpayer has held specified foreign property with a total cost exceeding C$100,000 during the year.

T5013 Fact Sheet
This fact sheet provides more information about the T5013 tax slip, which reports income from investments in the MD Platinum Global Private Equity Pool Limited Partnership.

Filing a U.S. tax return
Do you qualify as a U.S. person? Learn more about your tax obligations here.

Passive Foreign Investment Company (PFIC) Reporting Solution
Learn more about the annual PFIC information statements, which are for anyone who owns an MD fund or funds and is filing a U.S. tax return.

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Get started with MD

An MD Advisor can work with you to ensure you're getting the value you deserve, including comprehensive solutions, advice you can trust and a focus on putting your needs first - always.