TheTaxSmith

Leave it blank.

You have to allocate the fees to each individual. So if it's a joint investment account then split it based on the percentage of joint ownership. The software does not allocate it.

Did you respond to the question concerning your dependent having any income?

Decide which parent will claim the child based on any agreement for separation or divorce. In future years while in the child's file make sure you select for "eligible dependent" and to claim the deduction or not.

I suspect your entry for the T4A income (pension) may be entered wrong and by doing this Ufile is completing a pension split, whereas CRA recognizes the correct income allocation and denys the split. What exactly is the income from?

Use a 2021 date instead of 2014 in the principal residence form. If CRA contacts you just explain what you were trying to do and all should be ok.

If you did not report the gain on the principal residence when you made the change to rental you could have a problem with CRA. That said you could respond with No to the question. Several years ago CRA indicated they would Levy penalties on not reporting the disposition of a principal residence. Prior to that year they never really followed up. You could indicate the principal residence disposition using the original cost and the value on the appraisal as disposition proceeds with the original purchase date and the 2021 disparate on a separate principal residence disposition schedule, and still answer No as mentioned above as a work around.

Go to the Interview tab then click on "Interview setup" in the index list. Look to the right and look for "Pension". Tick the box. From there look back at the Index listing on the left and look for "T4A and pension income". Click on that and to the right you will see in the "Pension income" group a Confirmation schedule, add it and you should be ok once its completed. You need to respond to the question after clicking on "Confirmation" and indicate that she did not receive the OAS.

Check the dates for each business. If you also have rental income check the dates you entered for that schedule as well. Also look at any CCA schedules and check dates of acquisition of assets. Make sure after entering the dates you move off the date box to another field before you calculate to view the file.

Since it's a US investment account and I suspect no broker as you do your own buying and selling, then you have to do the conversions yourself. CRA gets the investment in US currency and its up to you to do the conversions.

Date of appraisal and start of rental.

Are the amounts you entered in box 48 for the T4A the exact same as the amounts entered on the business statement for the specific line for box 48.

Just enter the value and wait for CRA to respond. If you paper file with a letter they will most likely contact you. Keep all documentation. CRA can ask for a Certified Appraisal so if it was done by anyone not certified you could have an argument on your hands. Most CRA auditors are reasonable.

For your permit you will need a conditions of employment form from your employer to make that claim. If might be a union expense claim but I suspect it's a licensing permit and there is no deduction. Have you claimed it before?

For your son take a look at this link. https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/line-31220-volunteer-firefighters-amount-line-31240-search-rescue-volunteers-amount.html If he received a tuition slip follow any instructions as given for the slip for qualified tuition.

What page did it bring you to? You need to provide something more specific so that the problem can be identified.

Perhaps you can be more specific? Did you have a gain or loss. What type of capital disposition are you trying to report..

Save your file to pdf. You should then be able to print it. If not it's your computer that has the problem, not the Ufile software.

Doing a search will provide you with a detailed method. Look for the search feature in The top right. It's works great.

If you are referring to the T2125 (business) form and have a T4A amount for business income you need to add a T4A slip and enter the T4A information as per the boxes and you also need to enter the same amount on the T2125 schedule in the specific line referring to the T4A box.

Did you enter the complete GST number ending with the last 6 entries being two letters and four numbers such as RT0001?

Is the date of birth that you entered actually correct? Unless the taxpayer turned 65 in 2021 that warning would not happen.

It's just a warning. If you have done what you said then all is ok. Your Yes response to the prior year was all that was needed.

Never use Autofill and in particular when you are a Quebec resident. It creates many problems and actually takes more time. I speak from experience by doing almost 1k returns in a season. Autofill is just a waste of time and created to make things look simple. Delete the slips and go back and enter them manually. When you entered for the T4 with a corresponding RL1 slip did you use the Quebec if different boxes on the right for the RL1 slip? Look for data entry for all slips for an entry that is for QPP and for QPP pensionable income. Look also for CPP and CPP pensionable income. Somewhere you have entered on the same slip, also looking at Quebec if different options, an amount for QPP and and entry for CPP. Also look at the province of employment box you have entered for each slip.

Christina Pang. That's your printer problem not a Ufile problem.