[NETFILE after name change]

52 minutes ago, Geo123 said:

Hello KOL,

1. How do I go about changing my name on my UFILE return? Is it as easy as updating it on the "Identification" page during interview?

>>Yes - it must match the name with the CRA

2. Can I still NETFILE with or without changing my name on my UFILE return? I see the quote "Your name will not be transmitting with your return."

>>NO

Thanks! It doesn't matter which name I used to buy and registered my UFILE software, right?

[NETFILE after name change]

I already changed my name with CRA during the year 2022. Need help with the following questions:

1. How do I go about changing my name on my UFILE return? Is it as easy as updating it on the "Identification" page during interview?

2. Can I still NETFILE with or without changing my name on my UFILE return? I see the quote "Your name will not be transmitting with your return."

[REFILE T1135?]

I used the original ones.

[REFILE T1135?]

On 4/27/2020 at 1:17 PM, Nawal said:

Hi KOL, yes, you can. Go to step 5 "Netfile" and click on "Federal submission" to select the CRA refile. Then return in the "Left-side menu on the Interview tab", select "Foreign income & property" and on the screen to your right, choose the line ''T1135 Foreign Income Verification Statement: You owned foreign property with a total cost over CAN $100,000". On the page that appears ''T1135 - Foreign income verification statement'', for the line "Select the reporting method", choose the reporting method from the drop-down menu that applies to your situation. Then, enter the requested information.

The T1135 will be generated by the program.

To refile your T1135 via NETFILE or EFILE, following.

1. Go to the "NETFILE" or "EFILE" tab and in the left column, select "T1135 submission".
2. On the page entitled "T1135 e-submission", for NETFILE users, go to the section "Terms and conditions" and check the line "I agree with the above Terms and conditions".
3. Click "ReFile the T1135 now". You will receive a confirmation number, that you must keep in your records for future reference.

I follow your instructions above up to step 2. However, it's not showing "REfile the T1135 now" under the "T1135 submission" tab. Instead, it's just showing the regular screen (screenshot below). 

FYI. The federal tax return does turn to "Refile my return now" after I entered the "Federal refile mode".

Please assist.

[REFILE T1135?]

Thank you for the prompt reply.

I happen to also claim for capital loss carryback from 2019 to 2018 (in my 2019 tax filing). When I refile T1135 for year 2018, should I use the "capital gains" amount (foreign held stocks) AFTER the capital loss being applied or fine to use what was originally filed in my 2018 tax return? 

 

 

 

[REFILE T1135?]

Can I electronically REFILE T1135 for year 2018? If so, what's the process? Thanks.