[Schedule K with the Quebec Drug Insurance Plan]

Thank you TheTaxSmith. This is now resolved!

 

[How do I access form TP-646 in ufile?]

Thank you to TheTaxSmith.... I now understand!  

Have a good day!

[Schedule K with the Quebec Drug Insurance Plan]

On 4/14/2022 at 9:41 AM, TheTaxSmith said:

Usually entering the date of death will accomplish the correct entry for the number of months for the Quebec drug plan. That is all completed in the deceased's final tax return. You will of course need to answer the question as to what status the deceased had for the drug plan, meaning they had a private plan or they used the Quebec plan.

Yes, I completed trying both options a) Quebec Plan for full year  b) Quebec Plan for a portion of the year.... which seemed like the right option, but 'death' is not an option for the reasons for partial year.  I cannot figure out how to access box 59 in Schedule K.  

Thanks

[How do I access form TP-646 in ufile?]

2 minutes ago, TheTaxSmith said:

That is not a form in Ufile. It is an Estate or Trust tax return.  https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/tp-646-v/

 

Thank you,  so does this mean I complete the return, and simply enter the findings in the return on Ufile?  

Thanks

[How do I access form TP-646 in ufile?]

On 4/14/2022 at 7:48 PM, TheTaxSmith said:

The proper treatment would be to complete Estate tax returns and if beneficial flow through the death benefit to the beneficiaries tax returns, if however there is a single beneficiary both CRA and RQ will accept reporting on the beneficiaries returns instead. A death benefit can never be reported on the return of the deceased as it is not their income. So add it to the widows return unless you can achieve a lower tax amount by reporting it and paying tax on an estate return.

I understand this, and need to complete the TP-646 (Trust Income Tax Return).   BUT, I cannot figure out how to do that in Ufile.  Can you help?

Thanks

[How do I access form TP-646 in ufile?]

On 4/14/2022 at 7:39 PM, Mtl39 said:

Hi

I have a similar question regarding the death benefit in Quebec.  It is the 2500$ payment from Retraite Quebec.  It is addressed to the 'Heirs of the deceased'.  I read here that it should not be inputted into the deceased tax file - does this 'heirs' imply that I should add it to my mom's (widow) tax file?

Thanks

Yes, that is correct.  I called the Revenu Quebec and they advised as follows: 

* The $2500 is claimed by the inheritors.  So yes, your mom.

* This can be done in either of 2 options.  1-Claim the $2500 in the Death Benefit box   OR 2- If the $2500 affects the tax owing, complete the form TP-646. 

But this is where I'm at a standstill. I do not know how to get to that form in Ufile.  I called customer service and they are not able to help me. 

Any ideas?

Thanks

[Schedule K with the Quebec Drug Insurance Plan]

Hello, I would like to adjust the # of months a deceased person has used the Quebec Drug Plan. I'm told to complete Box 59 in Schedule K. How do I access this? 

Also, should this be done in the deceased return? Or the widows return?

Thanks 

Anita P

[How do I access form TP-646 in ufile?]

Hello, I would like to enter a Death Benefit into the TP-464 form, as advised by the Gov't of Québec, but I cannot figure out how to access it in Ufile.

Any help would be appreciated. 

Anita P