[Can I switch "Family Head" and "Dependant"]

Ok, I'm not exactly sure what I changed to make it work, but for those reading this, here are some tips.

 

- We had already changed our marital status appropriately

- He is not a Canadian citizen, but I entered under the Immigrant, Emigrant, Non-resident section that his Residency Status was a "Deemed Resident - stayed in Canada 183 days or more"

- Under Foreign Income & Property, we selected "Other Income" and entered $0.00 amounts

 

 

Under my tax return (designated as Family Head but technically no income):

 

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

2- At the top of the page look for "How do you wish to handle transferable deductions and credits?" and select "Optimize tax for the family"

3- For the next line, "Are you eligible to claim the spousal amount (line 303) on your return?", select "Claim if otherwise eligible"

3- At the bottom of the page, enter info for your Spouse's income (mine was NO for both, as he had an income)

 

 

Under my spouse's tax return (designated as a dependent but technically sole provider):

 

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

2- At the top of the page look for "Are you eligible to claim the spousal amount (line 303) on your return?" and select "Claim if otherwise eligible"

3- At the bottom of the page, enter info for your Spouse's income (his was YES for both, as I had no income)

 

 

Hope that helps someone!

[Can I switch "Family Head" and "Dependant"]

Thanks for the info.

 

The only reason I am considering doing it is because my husband isn't getting the LINE 303 Spouse or Common-Law Partner Amount, which I think we qualify for as he was the sole income-earner last year while I was in school.  At the moment, it's not being applied.  But maybe "MaxBack Refund Analyzer" figures it can't be used?

 

One other question, is there a place for us to enter his world income?  the CRA has requested this for his 2012 return and I'm sure will want it for his 2013.  

[Can I switch "Family Head" and "Dependant"]

I have only realized after entering ALL the information for my and my spouse's tax files that I need to switch our Family designations.  I'm currently the "Family Head" and he is listed as my "Dependant", but I need to switch this around.  

 

Is there a way? 

 

I thought of downloading our .tax and PDF files as completed so far, and was wondering if I could later upload them, instead of manually entering all the info again.

 

If I'm the only one with an account, would we have to create a new one under his name and then add me as a dependant?  Would my previous years files be recognized?  Or if I delete him and then add a family member again, I might be able to choose the appropriate designation for him?