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  1. Contact the Ufile team by creating a request. To do so , please visit the link below. http://www.drtax.ca/en/UFile/contact-us/contact-us.aspx
  2. You must calculate the total of each box of all the T4 slips (14, 17, 18...) that you received. In the section "T4 and RL-1 (Relevé 1) income earned in Quebec", you should enter only the total of each box of the T4 slip. Enter the information from the RL-1 slip as well. NOTE: The amounts of the following boxes of the T4 slip should match the amounts for each of the following corresponding boxes of the RL-1 slip: T4 - Box 17 / RL-1 Box B T4 - Box 18 / RL-1 Box C T4 - Box 20 / RL-1 Box D T4 - Box 55 / RL-1 Box H T4 - Box 26 / RL-1 Box G T4 - Box 44 / RL-1 Box F T4 - Box 46 / RL-1 Box N T4 - Box 56 / RL-1 Box I T4 - Box 32 / RL-1 Box K T4 - Box 42 / RL-1 Box M
  3. Most of the credits for a dependant are given if you financially support the dependant and you live together. You can try to add your dependant who is a non-resident in your tax file to see what credits are claimed. If you do, please enter "non-resident" for the province of residence and fill out the non-resident section in Ufile.You can always confirm this with CRA. Unfortunately, money you sent to the person cannot be claimed anywhere on your tax return.
  4. Since your province of residence was Ontario on Dec 31, 2014, you do not need to file the Quebec return (TP1). Therefore, you do not have to enter it. Please enter just the federal income tax deducted. I highly suggest you to contact the government and let them know about your move. You should not be paying the Quebec taxes anymore .
  5. Ufile gives an estimate of OTB payments and it is usually calculated in monthly basis. Depending on the amount of the payment, CRA will decide how to divide the payments between months. HOwever, you can apply for one lump sum payment. In order to do so, please select "yes" for the question "The taxpayer elect to receive the 2015 OTB entitlement in one payment in June 2016" under the ON-BEN application section in Ufile. For more information on OTB, please visit the link below. http://www.cra-arc.gc.ca/bnfts/rltd_prgrms/ntr-eng.html
  6. If you sent an email and received an automated response, please reply to that email so the Ufile team receives your request. If you did not receive an automated response, one of the agents will contact you.
  7. The Régie de l'assurance maladie du Québec requires that every taxpayer residing in Québec be covered by either a group insurance plan (usually provided by your employer) that provides basic prescription drug insurance, or by the Québec prescription drug insurance plan, if you were not eligible for a group insurance plan. However, other exceptions may also apply to your situation. If this is the case, please follow the procedure below: In the "QuikClik Navigator", located on the left-hand side of the screen, click on the line "Quebec drug insurance plan". Then, on the page appearing on the right, choose the option that applies to you from the drop-down menu. If exceptions apply, you must choose among the options with exceptions and specify the periods to which these exceptions apply: Option 4: Select "Exceptions, Quebec insurance plan, all year" if you were not covered by the drug plan in Quebec because of certain exceptions and then click "Next". A new page will appear. To the question "Specify the exception(s) that applied to you in 2014", answer according to your situation and select the months that are affected by this exception. Please note that if you choose this option, Schedule K will not be generated, given that throughout the year you were not supposed to be covered by the Quebec prescription drug plan, meaning that the exceptions applied to the whole year. Option 5: Select "Exceptions, Quebec insurance plan, part of the year" if you were covered by the Quebec prescription drug insurance plan only for a few months and click "Next". This will therefore indicate the program that you were covered by two different plans during the year. The page "Quebec prescription drug insurance plan exceptions" will appear. Specify what exceptions applied to your situation in 2014 and then select the months that were affected by this exception. If more than one exception applies to your situation in the year, click on "Add another" to generate another field, and then check again the months that were affected by the other exception.
  8. If you still do not see the credit on OTB form, please contact the Ufile team via email.
  9. You can apply for the Ontario Senior Homeowners' Property Tax Grant (OSHPTG), if, on December 31st, 2014, you met the following conditions: a) You were 64 or older. b) You owned and occupied a principal residence in Ontario for which property taxes have been paid by or for you in 2014. The OSHPTG is not paid automatically. To apply for this grant, please follow these steps: 1. In the "QuikClik Navigator", select "Ontario tax and credits". 2. On the screen on your right-hand side, choose "ON-BEN - Application for 2015 Ontario Trillium Benefit...". 3. On the page that appears, on the line ''The taxpayer elect to receive the 2015 OTB entitlement in one payment in June 2016? (Yes/No)'', choose the option that corresponds to your situation in the drop-down menu to the right. 4. Return to the "Ontario tax and credits" section in the "QuikClik Navigator", select "ON-BEN - Declaration for home owners" on the page to your right and enter your information on the newly generated page. If you meet the eligibility requirements, box 6113 will be checked off and your total amount of property tax paid in 2014 will be reported in box 6112. Part B on the back of the form will be completed according to the information you have entered. The amount that you will receive for 2015 will be determined according to the information provided on your 2014 tax return. You will receive your grant within four to eight weeks after receiving your Notice of assessment. The program will generate an estimate of the Ontario Trillium Benefit.
  10. As of July 2012, the Ontario Trillium Benefit (OTB) will include payments from the Ontario sales tax credit, the Ontario energy and property tax credit, and the Northern Ontario energy credit. The payments of these three credits will be combined and delivered on a monthly basis to better match the timing of the assistance with the expenses incurred by the taxpayers. You must apply and be eligible for at least one of these credits to receive the OTB. The component of the sales tax is linked with the claiming of the GST, whereas components of the tax credit for energy costs and property taxes are linked with the claiming of ON-BEN. To claim the OTB using the program, please follow these steps: 1- In the "QuikClik Navigator" section of your tax file, select "CRA questions" and apply for the GST/HST tax credit. Choose "Yes" from the drop-down menu and click on "Next" at the bottom of the page. 2- Return to the "QuikClik Navigator" and select "Ontario tax and credits". 3- On the screen to your right, select "ON-BEN - Application for 2015 Ontario Trillium Benefit (Ontario sales tax credit, Ontario energy and property tax credit, Northern Ontario energy credit) and the Ontario Senior Homeowners' Property Tax Grant". 4- Claim your credits, then click "Next" at the bottom of the page. 5- Return to the "Ontario tax and credits" section and, on the page to your right, select the line that corresponds to your situation ("ON-BEN - Declaration for home owners, tenants or college residence"). Enter your information. 6- Click the "Results" tab. A warning message might appear, indicating that your income is too high to claim the GST credit. Ignore this warning if you wish to receive the Ontario sales tax component. The program produces an estimate of the Trillium benefit for July 2015 to June 2016.
  11. Is your wife a Canadian resident? If you are not sure, please contact CRA to find out the status of your spouse. If she is a Canadian resident and she has received US source pension income, please follow the intruction below. Your foreign pension may qualify for a tax deduction under the terms of a treaty signed between Canada and the originating country. If you do not know whether any part of your foreign pension is tax exempt, contact the CRA. To enter the amount of your foreign pension income, follow the steps below: 1. In the "QuikClik Navigator" located on the left-hand side of the screen, click on "Interview setup". 2. On the page that appears on the right, check the box "Foreign income and foreign property (T1135)" and click on "Next" at the bottom of the page. 3- Return to the "QuikClik Navigator" and select "Foreign income and property". 4- On the screen to your right, click on "Foreign pension income (includes U.S social security benefits)". 5- On the new page generated, you must enter the "Country from where you received the foreign income", a brief "Description of the source of the foreign income" as well as the "Exchange rate to apply". 6- For the line "Type of foreign pension income", choose the income that corresponds to your situation from the drop-down menu on your right. 7- For the line "Amount of foreign income received", enter the amount you received. If part or the entire pension is exempt from tax under an agreement or a tax agreement concluded between that country and Quebec or Canada, you can claim a deduction for income not taxable under a tax treaty. The International Tax Services Office of the Canada Revenue Agency can inform you about these tax treaties and arrangements. 8- Once this information is obtained, for the line "Income exempt under a tax treaty (leave blank for US social security benefits)", enter the amount. This amount will be reported on line 256 of the federal return and line 297 of the Quebec return. The code 12 will be entered on Quebec line 296.
  12. You should enter the disposition of shares under the "T5008" if you have received the T5008 Statement from you financial institution. If not, please enter it under the "Capital Gains" section.
  13. Yes, it is normal. Your dependent will receive the refund displayed on his return but it is not combined with your and your spouse’s refund. Under the "results" tab we display only the combined refund of you and your spouse.
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    If the question does not apply to a taxpayer's situation, you can leave it as "select" or "no". The option "select" is equivalent to "NO".
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