clw

I don’t think importing is possible. To reduce manual entries, you can do some sub-totalling using an average date from the range of entries, but just make sure you keep your original receipts in case you are audited.

Are you importing the .u20 file? A PDF version of your tax return cannot be imported. If you still have Ufile 2020, you can try opening last year's .u20 file and then re save it.

Zina, have a look at Curmudgeon’s April 21st message. You cannot Netfile a deceased person’s return, only e-file works if you are a tax preparer.

You can send documents through your CRA MyAccount workspace.

There is also a ‘split pension report’ visible on the left side panel in the ‘Return’ menu near the end. The report tabulates split vs non-split returns.

You might ask the CRA if the T1135's are amendable without incurring a late filing penalty, but I would just correct the 2020 version, nothing more.

The T5008 slips you downloaded will automatically populate Schedule 3, and calculate gain or loss. Make sure box 20, the ACB is not ‘0’. If you have a previous year capital loss, you must indicate in the Interview section that you wish to apply it to this years gains.

The T1135 is not part of a tax file, even though it is Netfiled after it. It is a ‘wealth tracking tool’ which has no tax consequences, unless you fail to file the form on time. The important thing is to file the form, even if not completely accurate. Just file the T1135 form 2020 correctly and all should be well. Trying to ‘amend’ it might raise more issues.

From the Interview section ‘CRA questions’, you answer ‘Yes’ to ‘did you sell a principal residence in 2020’ and click on ‘designation’. This will open the capital gains forms menu, scroll down to ‘personal use’ and click on (+). You are now in the section which will generate the T2091 and TP-274 (Québec) forms. Give the property a name and complete dates (2007 to 2020), price sold, and other requested info ACB (FMV+costs to maintain). As you enter property information, keep an eye on the ‘messages’ window below for errors or warnings. Under ‘designation’ from 2007 to 2017. The next line will ask you for change of use under articles 284 - 286 this is probably ‘No’, but study this line carefully.. When the return is generated, inspect forms T2091 TP274 to make sure they are filled correctly. You will need a realistic FMV number, before you started renting. Ask around for comparable properties. Don’t forget to complete schedule 3 for the rental portion of the condo. This is not your case, but note that when years of designation = years of ownership, only three numbers are required: dates of acquisition and disposition and proceeds of disposition. The T forms are practically empty, and no capital gains appear anywhere in the return. This is normal! Good luck.

If you designate the condo as a principal residence from 2007 to 2017, the exempted capital gains = number of years designated as principal residence plus 1 divided by the years of ownership. So (11+1)/14 =12/14 of the capital gains are exempted from tax. If you complete the T2091 /TP274 correctly, you should arrive at those numbers. Hopefully you filed a change of use form for the condo for 2018 to 2020.

This has been an ongoing problem since the inception of auto fill. My approach has been to download the CRA slips, and add the RQ information manually.

You control this in the Interview through form T1032, selectable from the Pension Income section. By default ‘Ufile decides’; just select ‘No’ to prevent pension splitting.