ottawa

Helping a friend whose spouse passed in early 2024. When we file for 2023, do we choose "tax return for a deceased person" in Interview Setup? They were alive on Dec 31/23 but not today. If not, is there anything special (they'll be doing NETFile if the taxpayer isn't treated as deceased for 2023 return purposes). Thanks.

If you go to the Tax Return tab, then go to "Tax return summary with spouse", Line 42100 "CPP contributions payable on self-employment and other earnings" will show what you're paying. Note this is in UFile for Windows, though of course it's line 42100 everywhere.

oops double post

Thanks. "Correct" meaning it's not in UFile 2023 because it takes effect Jan 1/24? I think that's the conclusion.

[edit: am I right that this option not to contribute to QPP from ages 65-72 is not part of the UFile 2023 because it takes effect Jan 1/24? if that's true, sorry.] The RQ form RR-50-V ("Election to Stop Contributing to the Québec Pension Plan, or Revocation of an Election") says: where do I specify this in UFile? This is for a self-employed individual aged 65-72, who is allowed to stop contributing to QPP. Thanks.

Thank you. I'm sorry but I'm confused by both your answers. Could you clarify for me if possible? Why would it not? A car purchased in 2022 by a sole proprietorship would seem to be "investments in eligible property made by unincorporated businesses carried on directly by Canadian resident individuals ... effective for investments made on or after January 1, 2022 that become available for use before 2025". And UFile 2022 mentions it on the Motor Vehicle Expenses > Purchased Vehicle page (see attachment). Other than thinking I misunderstood, if the proprietorship _is_ eligible for DIEP on the vehicle, is it better to take it (and drop marginal rate from 30% to 20%), or do CCA as normal? Or is there some way to claim just enough DIEP to stay in 30%, and claim the rest in following years (either as DIEP or CCA)? I assume that should read "9- For the line 'Proceeds of disposition of the asset', indicate the total amount received in payment". Is that correct? And my earlier conclusion was right, that UFile is not going to generate a capital gain when the proceeds of disposition are greater than ACB? For #10-#12, it seems to me that UFile already has all that information (except province) from the Motor Vehicle Expenses. I just wanted to make sure I wasn't doing something that was stopping UFile from completing the steps automatically. Thanks.

I'm always confused by CCA (depreciation). Trying to help someone who's self-employed but also collecting CPP and OAS. I use UFile for my own taxes. I know CCA is calculated on each class as a whole, and if you junk a computer (say) you don't get to write it off immediately. But I did think cars were a special case with different rules. Last year they bought a new car (class 10) and got $1500 trade value on old (also class 10), which was sitting at about $450 UCC (I think that's the term, value on the books). Business km is about 60% of the total km. Do I create separate forms for each car, or one form where I start with old car, an entry for acquisitions, and an entry for dispositions, all on one? I think it's the former, and it seems to be working. The CCA calculation has box 5 (proceeds of disposition) at $450 and box 9 (immediate expensing amount for DIEPs) at the full purchase price. I was expecting UFile to generate a $1050 capital gain automatically, but it didn't. (Under Dispositions, I put the trade-in value and for ACB I used the UCC from 2021). I created a capital gain manually but it feels wrong and made me wonder if I did something wrong. Also wondering about this new immediate expensing rule (DIEP). Writing off the new car as an expense in 2022 will drop their marginal rate to 20% from their usual 30%. From CRA site it sounds like they can't expense partly in 2022 and the rest in 2023. Is there any argument for doing it as CCA to get 30% over the years, instead of some 30% and some 20%? Any advice will be appreciated. Thanks.

Thank you for this. It seems to be working. Would be nice if the UFile help screens would explain this, but AFAIK they're pretty much all just copy & paste from CRA/MRQ's info? (Since this isn't a CRA box, clicking on the linked help screen just generates an error message -- I just tried and realized I _DID_ try the help for that box!). Screen capture attached for anyone having trouble finding this box. [added: just went to Tax Return and this did fix it, which makes sense. Making less sense is the automated reply to my question to UFile, their suggested topics were Telephone support, Date of birth has not occurred yet, Dependant's address, Address different than spouse's, How to change your email address; I guess "CERB" in the first 5 words of my question was not clear enough!]

Feb 24 @ 4pm, I launched UFile, got an update to v24.11, tried CRA and it worked. Windows 10, usually use Chrome (w/ Duck Duck Go) but I think CRA forced IE, no problem. There's another thread about this, apparently it's CRA that forces IE. BTW I did the auto-submit and got the automated email back, all stuff about NL, but the 2nd time I hit reply and someone later answered to say "we're working on it".

Me too, I don't know if it's using IE (and don't care if it is), but it logs in to CRA no problem, spinner in UFile spins, and comes back with which is completely useless. I submitted a ticket yesterday and got an auto-response of a bunch of suggestions for NL. Yesterday I thought it might just be that CRA site was overwhelmed (first day of allowing this) but it's doing it today. And the CRA end appears to be working okay.