[Married in 2020, ineligible to NETFILE, spouse income is NOT NIL]

16 hours ago, Wil W said:

HERE IS THE ANSWER - Thank You @Nawal

When I read the control question and the error message it stated "confirm that your spouse's (provincial/territorial) adjusted taxable income is NIL" so I naturally, not thoroughly reading the entire message line,  looked at line 26000 on the tax return that's labelled "Taxable Income". This is where my logic was broken! Pay special attention to the adjective "adjusted" taxable income. Because two people are compiling and submitting their returns together as a (married) couple, some values and credits are transferred from one partner to the other and that is the function of SCHEDULE 2. This detail is specified in the control question and error message, but I was too focused on the "taxable income" part of the statement.

When you setup a family unit in UFile, it automatically generates a Schedule 2. I have tried many ways to see and view Schedule 2 within the UFile app, but until you actually produce the Tax Return, I am unable to figure out how. If you know how, please share! I even navigated to the bottom of the interview where it says "where to enter?" and it just gives a short link and description without actually taking you to the form so you can see the calculation details.

Schedule 2 - Federal amounts transferred from spouse - Generated automatically where required if a spouse is setup within the family unit

 

So I guess you'll have to trust the system 😲

As @Nawalexplained and showed me...

In the Provincial Schedule 2 you take the value from line 26000 (taxable income) and subtract the sum of 3 other fields from a provincial schedule/form - in my circumstance it was BC 428. When you add lines 58040, 26 & 58560, they equal the same amount as the taxable income, therefore yielding
Spouse's or Common-law partner's adjusted taxable income (line 59120) = $0.00 aka NIL

Now don't ask me how you can see and verify this information in advance of those control questions. Maybe somebody can explain (for the benefit of the others who also claimed the same problem and the 400+ viewers of this thread) how you can substantiate/support your answers. Definite room for improvement in UFile.

 

I spent plenty of time and effort to maintain this thread and close it off with a respectable answer - please LIKE the post for greater visibility. Maybe UFile will improve their documentation or FAQ section.

Awesome! Thank you to  al! 

[Married in 2020, ineligible to NETFILE, spouse income is NOT NIL]

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[Married in 2020, ineligible to NETFILE, spouse income is NOT NIL]

Update:

Removed spouse

re-added

Choose yes yes  or no no - whatever combo

attempted to submit 

Your account is locked. 

 

[Married in 2020, ineligible to NETFILE, spouse income is NOT NIL]

1 hour ago, MacReady said:

Thanks for your prompt response and clarifying the NETFILE workflow/goals.

I took a look at past submissions in my uFile history for the same individuals and the questions we are denoting as being problematic/preventing submission weren't even aswered for prior returns (left blank)! Go figure! We await good news

 

[Married in 2020, ineligible to NETFILE, spouse income is NOT NIL]

1 hour ago, Wil W said:

Hi @MacReady, I'm not sure I understand what you stated above. The goal is to NETFILE so the return can be processed expeditiously without hesitation. Even though you are combining the two people in 1 UFile file, it is still 2 separate NETFILE uploads to CRA. You could answer 'YES' to the NIL questions, but that would be incorrect and I'm sure the application would detect that a non-zero value was provided for Taxable Income or Provincial Taxable Income. 

As the originator of this thread, I submitted a support request to UFile on MON APR 19 @13:05 Pacific and 27hrs later, I still have not received a response, not even an acknowledgement. 

To Add.

For the problematic return....under 'NetFile'.. upon clicking on 'file rejection' .... states the following:

Rejected

Result:16

 

 

The Canada Revenue Agency's records indicate that your 2020 tax return was already received ---------->Contradictory

 

 

The federal income tax return is ineligible for NETFILE.

Please verify, under the Tax Return tab, whether the federal return is required for filing and, if so, rectify accordingly:

• The error and warning messages at the bottom of the page.
• The error and warning messages within the Review tab under the category Messages.

If we then navigate to 'Review' ... -> important messages 

Electronic filing errors

 

"You have to confirm that your spouse's adjusted taxable income is NIL. 

You have to confirm that your spouse's provincial/territorial adjusted taxable income is NIL. 

 

... and ANOTHER CONTRADICTORY  statement under 'maxback analysis'

 

"T his federal return has been transmitted and accepted." (for both parties)...

 

 

 

 

[Married in 2020, ineligible to NETFILE, spouse income is NOT NIL]

6 minutes ago, Wil W said:

Hi @MacReady, I'm not sure I understand what you stated above. The goal is to NETFILE so the return can be processed expeditiously without hesitation. Even though you are combining the two people in 1 UFile file, it is still 2 separate NETFILE uploads to CRA. You could answer 'YES' to the NIL questions, but that would be incorrect and I'm sure the application would detect that a non-zero value was provided for Taxable Income or Provincial Taxable Income. 

As the originator of this thread, I submitted a support request to UFile on MON APR 19 @13:05 Pacific and 27hrs later, I still have not received a response, not even an acknowledgement. 

Thanks for your prompt response and clarifying the NETFILE workflow/goals.

I took a look at past submissions in my uFile history for the same individuals and the questions we are denoting as being problematic/preventing submission weren't even answered for prior returns (left blank)! Go figure! We await good news

[Married in 2020, ineligible to NETFILE, spouse income is NOT NIL]

Still perplexed.

Any solutions? 

[Married in 2020, ineligible to NETFILE, spouse income is NOT NIL]

1 hour ago, windsurfer51 said:

We e-file returns and it is beyond me why we have to claim Yes to the topic below, if you don't answer yes it won't netfile or eFile i have never seen any change to the tax return and nobody has ever reported a problem with that. The same thing happens when you have a single client with an eligible dependent who you claimed had no income, then when you want to file the return you will get the same message and have to select yes again that the child has no income. Makes no sense to me.

 

You have to confirm that your spouse's adjusted taxable income is NIL
You have to confirm that your spouse's provincial/territorial adjusted taxable income is NIL.

Same issue.

Can anyone confirm if + yes to the two conditions above allows for success netfile? No go on my end.

But what I did observe, however, is that 1/2 netfiles were accepted - the summary file/pdf of results incorporates both individuals I am filing for (husband and wife), .. and indicates that CRA received request/processing.. 
Can I assume that b/c both individuals are on the return/successful submission all is well?