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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. Hello, These legal expenses must be claimed on line 232 of the Federal return and on line 250 of the Quebec return. These are costs incurred for the late objection or appeal concerning a notice of assessment issued under the Tax Act on income. They are fees paid to collect a retirement allowance and expenses incurred to to make child support payments non-taxable. While for Quebec residents, these are judicial costs you paid to determine your initial right to receive alimony, and to revise your right to receive alimony. These expenses can be claimed on Federal line 221. NOTE: You cannot deduct expenses paid for a divorce or separation. We invite you to visit the following links for more information. Federal http://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/line-232-other-deductions/line-232-legal-fees.html Quebec 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-250/point-8/ To enter the amount of legal and/or accounting fees incurred for purposes other than the recovery of wages or salaries, please follow the steps below: 1- In the "Left side menu on the Interview tab", select "Interview setup". 2- In the screen to your right, scroll down to "Other topics" group and check the box "Other deduction and credits (including public transit passes and home buyers' amount)" and click "Next" at the bottom of the page. 3- Return to the "Left side menu on the Interview tab" and select "Other deductions and credits". 4- On the screen on your right, click on the plus sign "+" icon to the right of the line "Federal Line 232 - Other deductions (Quebec line 250)". 5- On the page that is generated enter the amount in the field for "Deductible legal fees incurred not related to recovery of salaries or wages". Bear in mind that some of the fees that are deductible on your Federal tax return may not be deductible for Quebec and vice-versa. If the Federal amount is different from that of Quebec, enter the Federal amount and click on the "Maple Leaf" icon. An additional field will be generated to enter the amount for Quebec. This box appears only if you previously entered a Federal amount. If you have no Federal amount, then enter ''$0.00''. This amount will be reported by the program on line 232 of your Federal return and line 250 of your Quebec tax return, code 08 will be entered on line 249 of the Quebec return. Note: Please keep all your documents in order to provide on request to the CRA or Revenu Quebec asks for it.
  2. Hi, Please verify all your slips containing a date such as T2125, T776, T5013, etc.
  3. Hello, The Ontario Trillium Benefit (OTB) includes 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. If you have a spouse and that he ordinarily resides with you, one of you can claim the credit for your couple. This credit is in addition to credit payments for GST / HST, if applicable, so that the amount to which you are entitled will not affect your credit for the GST / HST and vice versa. The payments of these three credits are combined and you can choose whether you only one payment where every month. You make this choice in point 2. To claim the OTB using the program, please follow these steps: 1- In the "Left side menu on the Interview tab" section of your tax file, select "Ontario tax and credits". 2- On the screen to your right, select "ON-BEN - Application for 2019 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". 3- On this page, for the first question, select whether you wish to receive the payment in one lump-sum payment or in monthly installments. Then, enter the required information to claim the other credits and click "Next" at the bottom of the page 4- 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. 5- If you and your spouse or common-law partner occupied separate principal residences in Ontario for medical reasons, choose "ON-BEN - Involuntary separation from your spouse" To determine whether the payment will be individual or one of you can claim them for the couple The program produces an estimate of the Trillium benefit for July2019to June 2020. For more information about the Ontario Trillium Benefit (PTO), please visit the following links: http://www.fin.gov.on.ca/en/credit/otb/ http://www.canada.ca/en/revenue-agency/services/child-family-benefits/provincial-territorial-programs/province-ontario.html#ntrtrll
  4. Hello, Please make sure all the data entry is identical. The Working Income Tax Benefit (WITB) is a refundable credit that is automatically generated by the program. If you are eligible for this credit, the amount will be reported on line 453 of the federal tax return and federal Schedule 6 will be generated by the program. For more information about the WITB, please consult the following link to the CRA website: http://www.canada.ca/en/revenue-agency/services/child-family-benefits/working-income-tax-benefit-witb.html
  5. Hello, Please make sure all the data entry is identical. The Working Income Tax Benefit (WITB) is a refundable credit that is automatically generated by the program. If you are eligible for this credit, the amount will be reported on line 453 of the federal tax return and federal Schedule 6 will be generated by the program. For more information about the WITB, please consult the following link to the CRA website: http://www.canada.ca/en/revenue-agency/services/child-family-benefits/working-income-tax-benefit-witb.html
  6. Hello, If you no longer have a GST number, please remove it from your business or rental property. When entering your GST and/or Federal account number within the program for a business income or employment expenses, please ensure that you have entered the following numbers according to the proper format: 1- The GST registration number. 2- The federal account number. The format for both numbers is 123456789RT1234 (15 characters, no spaces). For more information, please refer to the CRA website: http://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/registering-your-business/you-need-a-business-number-a-program-account.html
  7. Hello, CRA will recalculate the UCCB correctly for one person and the spouse who has the lower net income must report the UCCB. You must enter an estimated income of ex spouse and the higher is better to not receive any credits from spouse such as the spouse or common-law partner amount L303 or the WITB (Schedule 6).
  8. DENK

    Student and Worker

    Hello, In order to report any other employment income earned during the tax year, such as occasional earnings or any income for which you have not received information slips, please follow the procedure below: 1. In the "Left side menu on the Interview tab", select "T4 and employment income". 2. On the screen to your right, inside the group "Other", click on the plus "+" icon next to the option "Other employment income". 3. On the page that appears, on the line "Description and amount of other employment income", enter a brief description of the income source and then enter the amount in the box to the right. 4. If you want to add another income, click on the plus "+" icon toward the end of the line and repeat the procedure. The amount will be carried over by the program on line 104 of the federal return and, for Quebec residents, on line 107 of the Quebec return, with code 05 displayed on line 106. These income amounts are not subject to CPP and/or QPP contributions. However, you may elect to pay CPP/QPP contributions on these amounts, in order to benefit upon your retirement a pension from the Canada Pension Plan or Quebec Pension Plan that is calculated according to your overall income. To make additional contributions to QPP (for residents of Québec), please follow this procedure: 1. Return to the "Left side menu on the Interview tab" and click on "Controls". 2. On the screen to your right, answer "Yes" to the question "Do you wish to make additional QPP contributions on optional income such as tips?" and enter the desired amount on the line "Employment earnings not shown on a T4 slip on which you elect to pay additional QPP contributions". To make additional contributions to CPP (for residents outside Québec), please follow this procedure: 1. Return to the "Left side menu on the Interview tab" and click again on "T4 and employment income". 2. On the screen to your right, in the group "CPT20", click on the plus "+" icon to the right of the line "CPT20 - CPP Election for Other employment earnings". 3. On the page that appears, enter the appropriate information. The program will calculate and report the additional CPP payable amount on line 421 of the federal return, whereas for Quebec residents, the QPP payable amount will be displayed on line 445 of the Quebec return. For more information on other employment income, 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-104-other-employment-income/line-104-employment-income-reported-on-a-t4-slip.html For Revenu Québec: 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-107/
  9. Hello, Please go to the ''Interview setup'' and tick the box ''Interest, investment income and carrying charges/interest expenses/CNIL (T3, T5, T4PS, T5008, RC359)''. Then click on the ''Interest, investment income and carrying charges'' section on the left menu and select ''Interest income not on information slips''.
  10. Hello, The deceased person does not change their marital status. Please go to her Interview setup and tick ''Tax return for a deceased person''. Then complete the new page Deceased.
  11. uFile won't let me submit until business income for my spouse is submitted along with the pertaining details.  My spouse doesn't have business income and deleted the Self Employed Business income tab but is still requiring her to input her information before going forward.  How do I get rid of this section for my spouse so we can continue? Thanks.

  12. Ulf

    I am using UFile online 2018 and have started to enter data    I had entered about 8 donors under DONATIONS and then took a break.    Now, when I want to add some more it says " You cannot add any more pages of this type"  - extremely annoying !   This is a bug and should be fixed rather than having to creating an Excel file and enterithem somewhere else as suggested by Antoine to somebody else.......

  13. 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.
  14. 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/
  15. 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
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