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DENK

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DENK last won the day on April 17

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About DENK

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  1. Hi, I would suggest to remove the page and try again. You received a T4A slip with an amount shown in Box 118 for benefits for premiums paid under provincial hospitalization, medical care insurance, and certain Government of Canada plans from a previous job. To report this amount, please follow the steps below: 1- In the "Left side menu on the Interview tab", select "Interview setup". 2- In the screen on your right, go to the "Pension" group, check the box for "Pension income. Other income and split pension income (T4A, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF, T1032)" and click "Next" at the bottom of the page. 3- Return to the "Left side menu on the Interview tab" and select "Pension income, T4A". On the page to your right, choose "T4A - Pension, retirement, annuity, and other income". 4- On the page that appears entitled "T4A - Pension, retirement, annuity and other income", go to line "Other information (click on the triangle to see the list of choices)" located in the middle of the page. Then, from the drop-down menu, choose the option "(118) Medical premium benefits" and enter the amount shown on your T4A slip. 5. For residents of Quebec, you have probably received an RL-1 with an amount of Box O and the RZ Code. If the amount of box O of the RL-1 is different from the one on the T4A slip, click on the "Maple Leaf" icon to the right of the field. A box will appear so that you can enter the Quebec amount. 6. However, if you have not received a document for Quebec, click on the "Maple Leaf" icon to open a field for Quebec and enter "$ 0.00". 7. If you have received another document from the Government of Quebec, please submit a request to indicate which document you have received, specifying all the information concerning this document in order for us to better assist you. The amount will be entered by the program on line 104 of the federal return (Other employment income) and, for Quebec residents, on line 107 of the Quebec return with code 05 displayed on line 106.
  2. Hi, From now on, in order to make the choice to transfer a portion of your retirement income to your spouse on December 31, you should be 65 years of age or older at the end of the year. For 2014 and subsequent years, the deduction for retirement income transferred to your spouse will be entered on line 245 of the Quebec return. You are entitled to this deduction if you were 65 years or older at the end of the tax year, had a spouse and you have both decided that part of your retirement income should be included in your spouse's income. In its calculations, the program takes into account the rules governing pension income splitting. It considers all the factors involved to determine the optimal amount of pension income to be transferred to the other spouse. However, if you and your spouse file your income tax returns separately, the program will not maximize the pension income splitting. If you want to change the split, proceed as follows: 1. In the "Left-side menu on the Interview tab", select "Pension income, T4A, split pension". 2. On the page to your right, choose the option "Split pension income with your spouse". 3. For the line "Do you wish to split eligible pension income with your spouse for Quebec purposes?", from the drop-down menu on your right, choose the option that suits you best among the following three: a) Let MaxBack decide. b) Transfer to spouse (if eligible). If you choose this option, you must specify the amount that you transfer. c) Do not transfer to spouse. Moreover, under the "Tax return" tab, you will find a document entitled "Report on split-pension income". By reviewing this report, you will be able to determine which one of the possible pension income splitting scenarios is the most beneficial for your couple. However, please note that if you have chosen "Do not transfer to spouse" from the drop-down menu on the "Splitting of pension income between spouses" page, no report will be produced. Although the decision is up to you, keep in mind that if you wish to take advantage of pension income splitting, you must file your tax returns jointly. For more information, please consult the following links: http://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/completing-your-income-tax-return/line-by-line-help/96-to-164-total-income/line-122/ http://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/completing-your-income-tax-return/line-by-line-help/201-to-260-net-income/line-245/
  3. Hi, To enter an amount of a bursary or scholarship shown in Box 105 of a T4A slip, or for Quebec residents, in box O code RB of an RL-1 slip, please follow these steps: 1 - In the "Left side menu on the Interview tab", select "Interview setup". 2 - On the page to the right, go to the group "Pension", check the box "Pension income, other income and split pension (T4A, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF, T1032)" then click on "Next" at the bottom of the page. 3 - Return to the "Left side menu on the Interview tab", select "Pension income, T4A" and on the screen to the right, click on the plus "+" symbol next to the line "T4A - Pension, retirement, annuity, and other income". 4 - In the page that appears, go to the line "Other information (click on the triangle to scroll the list of choices)" in the middle of the page, you must choose one of two (2) options, For the full-time program, select the option "(105)) Scholarships, Maintenance or Perfection (Box O RB Code)", if your program is part-time choose the option "(105) Scholarships". prog. part-time (box O code RB)"in the drop-down menu and in the field to your right enter the amount. 5 - NOTE - If you have received a scholarship for a part-time program, go to "Education, studies, student loans" on the page that appears, click on the sign icon plus "+" located to the right of the line "Part-time program information if you have scholarship / development / maintenance income to be included on line 130". 6 - Enter the name of the program and on the second line "Tuition and costs of part-time study materials paid for the current year". This amount will be used to deduct part or all the scholarship related to a part-time study program; 7 - For Quebec residents, if the amount in Box O of the RL-1 differs from the one shown on the T4A slip, click on the "Maple Leaf" icon to the right of the field. Another field will appear and enter the amount shown in Box O of your RL-1. This box will only be displayed if you have previously entered the federal amount or $0.00 if you have not received a T4A slip. The amount will be transferred by the program to line 130 of the federal return and line 154 of the Quebec return, and Code 01 will be entered on Quebec line 153 (if applicable). However, if you are enrolled in full-time postsecondary studies, no amount will be entered on line 130 of the federal return. For part-time students, an amount could be reported on line 130 of the federal return. It will be the amount of the scholarship minus the $ 500 basic exemption + the amount you entered at point 6. For residents of Quebec, there is no impact, an amount will appear on line 295 of the Quebec return to reduce the amount on line 154. For more information, please consult the following links; For the CRA http://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/personal-income/line-130-other-income/line-130-scholarships-fellowships-bursaries-study-grants-artists-project-grants-awards.html Link for Part Time Student Scholarship https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/personal-income/line-130-other-income/scholarship-exemption-part-time-enrolment.html
  4. DENK

    Second loan..

    Hi, We suggest that you contact the CRA at 1-800-959-7383 or a specialist in a bank. We give support to UFile users to help properly enter their data into the software. However, we are not authorized to give an opinion on tax questions. We will be happy to help you enter information into the software. To do that, please provide us with all the information regarding your situation with as much precision as possible in. Depending on your situation, you also have to clearly state your choices as we are not allowed to make decisions for you. We regret that we cannot answer your question and thank you for your trust in UFile.
  5. DENK

    PWS

    Hi, Please share your question here so I may help you. We are sorry for the inconvenience.
  6. DENK

    Joint Return

    Hi, "Net income only" is an option in UFile if you wish not to complete a joint return with your spouse. Your spouse must file a return even if it not with you. She must report all her income and she can login to her account on the CRA website to see all slips.
  7. Hello, Unfortunately, there is no way to enter the confirmation number manually if the file was not saved properly after NETFILE.
  8. Hello, If you are a disabled person and would like to claim the disability amount for yourself, please follow the steps below: 1- In the "Left side menu on the Intrerview tab", select "Medical, disability, caregiver". 2- Then, in the page that appears on the right, click on "Infirmity and Disability amounts claim for yourself (line 316)". 3- To answer the question "Are you eligible for the disability amount on line 316?", select "Claim disability amount" from the drop-down menu. 4- If you are a Quebec resident, a second menu will be generated from which you must select "Claim disability amount". Note that when the disability amount is being claimed for the first time, the Disability Tax Credit Certificate (form T2201) must be submitted to the CRA. You must also select "Claim disability amount (1st or new application)" from the drop-down menu at step 3 above. Furthermore, please take note that for Quebec residents, for the first year of eligibility, you must submit Quebec form TP-752.0.14, Certificate Respecting an Impairment, to Revenu Québec and you must select "Claim disability amount (1st or new application)" from the drop-down menu at step 3 above. If you have a spouse, any unused disability amount will be transferred to line 326 of your spouse's return.
  9. Hello, To provide you with a fast and accurate solution to your problem, it would be very useful to access your tax file. UFile for Windows: 1- Open UFile for Windows.2- Click on "Help", the icon with the question mark located in the right-up corner of the program.3- Select "Support assistant".4- Click "Next" twice to go to page 3.5- Enter your email address and select the category related to your problem.6- Enter a brief description of your problem.7- Tick the box for "Do you want to send your tax file as an anonymous file?".8- Click on "Submit request". UFile ONLINE: 1. Open a UFile ONLINE session. 2. Click on "?" at the top right of the screen. 3. Select "Support request form". 4. Enter your information. 5. Make sure you tick the box "Check to authorize UFile ONLINE to VIEW your tax file". Members of our support team will find a solution to your problem more quickly if they can review the tax information contained in your file. No need to worry about the confidentiality of the information provided.It will be used strictly to help our support staff to solve the problem you experienced, and the temporary copy will be automatically destroyed after 72 hours. NOTE: For confidentiality purposes, the software automatically changes your personal information in the copy of your return (name, SIN, address, phone number).
  10. DENK

    Form T691

    Hello, To provide you with a fast and accurate solution to your problem, it would be very useful to access your tax file. UFile for Windows: 1- Open UFile for Windows.2- Click on "Help", the icon with the question mark located in the right-up corner of the program.3- Select "Support assistant".4- Click "Next" twice to go to page 3.5- Enter your email address and select the category related to your problem.6- Enter a brief description of your problem.7- Tick the box for "Do you want to send your tax file as an anonymous file?".8- Click on "Submit request". UFile ONLINE: 1. Open a UFile ONLINE session. 2. Click on "?" at the top right of the screen. 3. Select "Support request form". 4. Enter your information. 5. Make sure you tick the box "Check to authorize UFile ONLINE to VIEW your tax file". Members of our support team will find a solution to your problem more quickly if they can review the tax information contained in your file. No need to worry about the confidentiality of the information provided.It will be used strictly to help our support staff to solve the problem you experienced, and the temporary copy will be automatically destroyed after 72 hours. NOTE: For confidentiality purposes, the software automatically changes your personal information in the copy of your return (name, SIN, address, phone number).
  11. Am I supposed to use 60 T5008's if that's the number of transactions last year?

    1. fred999

      fred999

      No you don't have to. You just add them all together and enter them as one T5008

  12. How do I add an additional T5008 slip? I have another one, with different parameters.

  13. Hi, UFile is only available on 32bit.
  14. Hi, The first time you visualize a tax return in Tax Return tab or submit it via NETFILE, this tax return is added to the program's counter, after clicking on "Accept" button. Afterwards, you can make changes to that person's tax return for the year in question and view, print, submit via NETFILE, or save the return in .PDF format without it being added to the counter again. Note, however, that if you change the person's SIN or date of birth on a return that was already viewed or submitted via NETFILE, the tax return will be treated like a new return by the program and added to the counter if you attempt to view or submit via NETFILE once again. Therefore, it is very important to verify and confirm the person's SIN and date of birth prior to registering/adding the return to the counter.
  15. DENK

    Joe

    Hi, Please try under a different browser.
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