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David K

Married, filing tax returns separately

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Hello,

I have a question about filing tax returns separately while married. I would select the Net Income Only option under What information will you provide for your spouse? It asks for the net income on line 236 of your spouse's return. What do I enter if she hasn't filed her return yet, so we don't know what the number is on line 236?

Thank you.

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Hi,

The advantage of preparing a joint return (you and your spouse together) in the same file allows the UFile MaxBack to optimize the tax results by the transferring of credits. If you decide to use MaxBack- "Let MaxBack decide", the optimization is done automatically. The program's "MaxBack Refund Analyzer" running in the background will integrate the tax returns of all the family members in the file.

NOTE: You should enter the complete information of the spouse in the following situations:

1. You wish to split eligible pension income with your spouse;
2. You wish to claim the family tax cut;
3. You wish to claim the working income tax benefit for lower income families;
4. You immigrated in Canada in the tax year and you had a spouse on December 31st;
5. Your spouse died in the tax year.

The choice is yours, if you want to have your returns prepared in separate files. You can claim amounts transferred to you by your spouse with either selection. However, completing a return separately in UFile requires you to enter the basic information and the net income of your spouse.

You can enter an approximate amount and then rectify it when the tax return for your spouse will be completed.

To complete separate returns, you will have to create a file for each person using UFile for WINDOWS or create your own account with different user name using UFile ONLINE. Moreover, to separate a return previously completed jointly, requires you to start a new tax file for each person by creating a new file or new user accounts, in which you will have to manually re-enter in the information.

UFile suggest if you have a previous joint file, to keep the copy of the joint return if you decide to use this file, not having to repeat data entry.

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