JohnA
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Posts
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JohnA reacted to Curmudgeon in T1135 - can I add as many lines as I need in Section 7?
If the shares are "held in an account with a Canadian registered securities dealer", the individual companies don't have to be listed, only aggregate amounts for the top three countries.
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JohnA reacted to Curmudgeon in Ufile not claiming eligible dependent - but should
The dependent child age is up to 18 years. Once the child is older than 18, you may be able to claim them if they have a mental or physical infirmity.
https://www.olympiabenefits.com/blog/claiming-dependents-on-taxes-in-canada-who-is-eligible
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JohnA reacted to Curmudgeon in Ufile not claiming eligible dependent - but should
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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JohnA reacted to Bill Cairns in Ufile using Internet Explorer for Auto-fill
I should also say that I used autofill extensively last year as a tax volunteer and it was extremely useful, in particular during COVID times. Many of our clients don't have good tax records, and we can't sit with them (so we can't phone the CRA - which with current wait times would be a joke - to get T slip information relayed to us verbally). If we have autofill we can get the forms done. If we don't I don't see how we are going to get it done, for these clients.
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JohnA reacted to Curmudgeon in Pension Income Splitting
In Interview setup, go to Pension and click the blue arrow. Pick split pension income. Set up what you want there. Before doing this, however, calculate the total tax payable by yourself and spouse with MaxBack. Do the same after setting what you want. I think you'll find that the total tax burden is less with MaxBack.
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JohnA reacted to Curmudgeon in Ufile not allowing electronic submisison for a deceased person Year of Death 2021 Tax year 2021
I believe you are both right. The final return now can be E-filed but E-filing is done by a tax preparation business. Ufile and similar software Netfile and we can't yet netfile a final return. Will have to paper file.