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Choose other spouse as pensioner

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I am doing a final return for one of my parents (younger one).  UFile 2009 is giving me a warning "You should consider selecting the other spouse as pensioner"


Can anyone give me an idea of how to do this and what the implications are?



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Thanks YruJ.  Sorry for not posting back sooner but I was expecting an email when a reply was posted and I didn't get one.


The big problem I have is that I cannot find any switch, option or setting that indicates either of my parents are pensioners.  So I need to know how to switch it because I cannot find any way to do it.



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I have not heard anything yet either.  You would think that if they have the warning, they would have the option.  No one seems to want to look it up.  If you find out anything in the next week or two, please let me know.  Otherwise, I am going to shell out some money to an accountant and stop paying Ufile.  I can't find anything in the help and what is in the help looks like the CRA wrote it.

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As a default, the program performs the pension income split between spouses automatically. There is no need for additional entries to trigger this automatic calculation.


On the other hand, if you want to indicate how much pension income to transfer to your spouse, please follow these steps:


1- In the "QuikClik Navigator", located on the left-hand side of the screen, click on "Interview setup".

2- Then, on the page appearing on the right, select "Pension income, T4A, split pension income" and click "Next" at the bottom of the page.

3- Back in the "QuikClik Navigator", click on "Pension income, T4A, split pension income".

4- Then, on the right-hand side, select "Split pension income with your spouse".

5- At the question "Do you wish to split eligible pension income with your spouse?" , choose "Transfer to spouse (if eligible)" and enter the transfer amount in box below.


For more information regarding pension income splitting, please refer to the CRA website:


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