I was very confused about the how you want to claim option. When I let it default to claim my own it still claimed it on my spouse's return. I tried other options to see what ufile would do. Choosing spouse to claim also claimed it on my spouse. However even though both options claimed it on my spouse, I got two different calculations and results. Ufile changed other claims between us and the amount of split pension. I set up a spreadsheet to manually calculate my taxes and I also found that the split pension was not the optimum amount. So I tried to override the split pension amount. Ufile then changed other claims and the results were worse. When I manually changed those other claims back to what Ufile had before then I got the better result with my amount for split pension.
Bottom line Maxback is not working. I have been relying on it for many years now and I am worried that it has been costing $ instead of saving money. Maybe that's a different topic but it all started with the home accessibility claim.
Our (spouse and me) returns include pension income, charitable donations and infirm senior dependent with OAS and CPP income and medical expenses
