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Curmudgeon

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Everything posted by Curmudgeon

  1. Do a search for t2125 This issue has arisen many times before.
  2. If the remove is still unavailable, then what I said two years ago still stands.
  3. CPP contributions are on earnings greater than $3,500 (basic personal exemption) so there should not be anything in 16. She didn't make any registered pension plan contributions (different from CPP) and therefore blank. Putting 0.0 in 16 and others blank doesn't work?
  4. On the top menu bar use delete dependent. A separate return (his return) is needed for him. I don't think it's possible to carry his dependent information to a new return.
  5. On the Ufile T4A form, go down to Other Information and search the box for 119.
  6. Ufile will claim donations only to the extent they are needed to reduce taxes payable to zero. The unused amount will be carried forward to next year's return to reduce taxes. This could be happening to you.
  7. I don't know if it was a gain or a loss. Your calculations will tell you that. Although keep in mind that if you invested in years in addition to 2017, that will count in ACB.
  8. https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/line-32300-your-tuition-education-textbook-amounts/transferring-carrying-forward-amounts.html
  9. Read this https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/personal-income/line-13000-other-income/line-13010-scholarships-fellowships-bursaries-artists-project-grants-awards.html The No income box is at the top of Specific situations in Interview Setup.
  10. You can efile/netfile for only the past 5 years (2017 - 21). Earlier ones have to be paper filed. https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/efile-electronic-filers/file-returns.html
  11. It doesn't have to be signed when net filing, only when paper filing.
  12. Click on Interview setup Go down to Investment income and expenses Click the blue arrow by Foreign income or foreign property Presumably this is Foreign professional income. The Net foreign business income in the professional income form would be after office expenses.
  13. Click Interview setup Go to Employment and other benefits Click the blue arrow by Employment income and employment insurance benefits Under Other you'll see what you want.
  14. Since the vehicle is for 100% personal use, no part of it can be claimed for business expenses. Can't charge CCA on the leased vehicle because it isn't owned. The lease payments are charged.
  15. In the pdf printing options, look for Federal tax return only. Those are the pages that have to be submitted.
  16. First note the total tax paid by you and your spouse. The in your spouse's return, go down to the bottom of the menu to Controls. Set the Transfer of taxable dividends to Claim own amount. Now see what the combined tax payable is. Use the approach that leads to the lowest overall tax.
  17. Curmudgeon

    REFILE T1135?

    Refiling can be done through My Account if you have access to her account or by CRA Refile which is near the top of the UFile index.
  18. Whoops, it's taken off income on line 23500 in the calculation of net income and then added back on line 42200 to net to zero so yes, it would show up in A's return (and mine) as part of taxes paid.
  19. I know from my own return that UFile doesn't do any OAS tax transferring with 100% clawback. Also, the clawback is entered on line 42200, recovery of social benefits, not as tax paid. Why don't you run the returns without pension splitting to see if anything odd happens. Open T4A and pension income in the index and set splitting to no split.
  20. The CRA will only accept netfiled returns for the past 4 years so 2018 - 2021. Need to paper file.
  21. Box 20 is the sum of boxes 14 to 19 and UFile calculates box 20 for the user. If your wife has any entries in any box 15 to 19 putting box 20 into box 14 will be incorrect.
  22. If the pro rata share of T4A tax paid transferred to B is the same as the proportion of T4A pension passed to B, there is no problem since CPP and OAS can't be split. If the proportions differ, data entry is the likely suspect.
  23. I read this a different way. The pension being split has no tax withheld. UFile transfers tax paid on other income sources along with the split, a CRA no no. But the CRA has no problem with the split itself.
  24. https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4018/chapter-2.html#wb-auto-4
  25. From the link you report: In addition, the dependant must also be one of the following persons by blood, marriage, common-law partnership, or adoption: your parent or grandparent your child, grandchild, brother, or sister under 18 years of age your child, grandchild, brother, or sister 18 years of age or older with an impairment in physical or mental functions or For the purposes of the eligible dependant credit, the dependant may be your parent or grandparent, or a child under the age of 18 who is your child, grandchild, brother/sister through birth, adoption, marriage or common-law partnership. https://turbotax.intuit.ca/tips/claiming-the-eligible-dependant-credit-5107
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