bbbl67

Carrying forward taxes after divorce or separation?

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Okay, so what happens if a couple separates or divorces in a year? If they were part of the same Ufile tax file in the previous year, and now they have separated/divorced, how do you import previous year's tax data now? Does Ufile automatically split the current year's data into two separate files, once the status changes from married to separated?

Similarly, what happens when someone gets married or remarried, and they had separate Ufile tax files previously, do they import the two separate files and turn them into a single file?

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Hi bbbl67,

 

Please note that there is no automatic way to carry forward the information of a person who left the family.

This person must enter all his or her information in a separate new file. However, in this person's new file, do not forget to enter any amount that can be carried forward to future years. These carryforwards are usually shown on the Notice of Assessment received by this person in the previous year. It is also possible to check the "Summary of carryforward amounts" page under the tab "Tax return" in his or her file of the previous year.

Since this person left the family, remember to remove this person from your family file. To do this, under the tab "Interview", on the line of "Head of family", choose the person you want to remove in the family file and click "- Delete selected" and a pop-up window will appear with the question "Are you sure you want to remove all data for (the dependant or the spouse) from this file?" By clicking "Yes" you will delete all of this person's data.

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So would it be possible to carry forward the previous year's tax file, and just delete the second person on the file after carrying forward? Then do the same thing again with the second person and just delete the first person?

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