Geo123
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Posts posted by Geo123
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Hello Marsha
UFile will never delete the data (tax year files) in UFile ONLINE. If you changed your username, on the account, they should still appear. If you created a new username, on the account, then they will remain with the previous username and only new data (tax year files) will be added.
Please contact UFile Support so we may review the file confidentially. Please include above note.
Please open a request ticket on-line at https://www.ufile.ca/contact/contact-us
For telephone support, please call: 514-733-8414 or 1-888-633-8414 (M-F 900 - 1700 ET) -
Hello Xiyao,
A free return, that you qualified for, is not the reason CRA has ejected your transmission. Please contact UFile Support so we may review the file confidentially. Please include above note.
Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us -
Hello Shelena,
There are various packages : Family Head, / Family Head + Dependant / Family Head + Spouse + Dependants.
Please contact UFile Support for more information. Please include above note.
Please open a request ticket on-line at https://www.ufile.ca/contact/contact-us
For telephone support, please call: 514-733-8414 or 1-888-633-8414 (M-F 900 - 1700 ET) -
Hello acastruc,
Contact the CRA
1-800-959-8281 for inquiries related to individuals.
Telephone numbers – Canada Revenue Agency / CRA wait times:
https://www.canada.ca/en/revenue-agency/corporate/contact-information/telephone-numbers.html
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Hello Xiyao,
Nefile is operational on the UFile end. Please ensure, if using UFile Windows, that you have ver 27.20 :
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Hello Xiyao.
Please contact the CRA. As per the message "The NETFILE transmission service may be closed for scheduled maintenance." Note that the File Rejected messge will not change until submitted successfully.
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Rejected
Result 51
Netfile is not operational at this time. Please try again later. The NETFILE transmission
service may be closed for scheduled maintenance. Please visit the NETFILE website.
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Hello acastruc,
RE : Rejected Error 15 / error code 15 / result 15
The CRA has locked your account due to too many failed attempts to NetFile (5xTimes maximum). You should contact the CRA to **unlock the account ie specifically the transmission to Netfile ** and then wait at least 12 hours to NetFile.
Please note there is a difference between CRA myaccount and the CRA Netfiling account and not all CRA agents are aware of this.
Unfortunately there is nothing that we can do.
Of note, you can also print and mail the tax return.
CRA Tel. : 1-800-267-6999
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Hello HanC,
Please contact UFile Support so we may review the file confidentially. Please include above note.
Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us -
Hello Patricia Smyth,
There is no extra charge to print the tax return. IF the returns were not received (Netfiled) then there is another issue with the file.
Please contact UFile Support so we may review the file confidentially. Please include above note.
Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us -
Hello Ron McKenzie,
UFile allows to ReFILE your 2022 (and 2023 tax return) .
Note for the prior tax years you should make the adjustment: T1-ADJ
1) If you tax return was successfully submitted, go to the 2022 or 2023 file (as required) please go to « NetFile » tab [5]. - - > Federal [ ] File accepted
Click on "Federal submission" section.
Filing status
Federal submission < - - HERE
Federal T1135 submission
Acknowledgment report
On the bottom right hand side of the page, click "Re-FILE".
“If you need to electronically submit a modified federal return, please return to the left side menu under the interview and select CRA ReFILE.” < - - - CLICK ReFile
NOTE: A new page "CRA ReFile" will appear in the left menu of the "Interview" tab.
2) Select the section from the Left-side menu, then click "Federal ReFILE Mode".
Follow the instructions on the page.
NOTE: A new page "CRA ReFile" will appear in the left menu of the "Interview" tab.
Select the section from the Left-side menu, then click "Federal ReFILE Mode".
(on the left hand side of the page above Interview setup)
Identification
Current address
CRA questions
NetFile
CRA ReFILE < - - --HERE
CRA Auto-fill my return
CRA Express NOA
3) Make the appropriate changes to your file.(same as in “normal” UFile)
**VERY IMPORTANT! ** You cannot update your marital status, address, direct deposit or email address by using the service ReFILE. If you have split-pension you must mail it in using a T1 - ADJ.
4) Click "Review" tab, then click "NETFILE" tab.
Tick the box "I agree with the ReFILE Terms and Conditions and Private Notice".
Click "ReFILE my return now!".
(is displayed at bottom right of NetFile screen "Select CRA REfile)
-For Revenu Quebec same process applies but for Revenu Quebec ReFile
Note that cannot refile with Quebec until you have received your assessment. -
Hello EQM,
UFile allows to ReFILE your 2022 (and 2023 tax return) .
Note for the prior tax years you should make the adjustment: T1-ADJ
1) If you tax return was successfully submitted, go to the 2022 or 2023 file (as required) please go to « NetFile » tab [5]. - - > Federal [ ] File accepted
Click on "Federal submission" section.
Filing status
Federal submission < - - HERE
Federal T1135 submission
Acknowledgment report
On the bottom right hand side of the page, click "Re-FILE".
“If you need to electronically submit a modified federal return, please return to the left side menu under the interview and select CRA ReFILE.” < - - - CLICK ReFile
NOTE: A new page "CRA ReFile" will appear in the left menu of the "Interview" tab.
2) Select the section from the Left-side menu, then click "Federal ReFILE Mode".
Follow the instructions on the page.
NOTE: A new page "CRA ReFile" will appear in the left menu of the "Interview" tab.
Select the section from the Left-side menu, then click "Federal ReFILE Mode".
(on the left hand side of the page above Interview setup)
Identification
Current address
CRA questions
NetFile
CRA ReFILE < - - --HERE
CRA Auto-fill my return
CRA Express NOA
3) Make the appropriate changes to your file.(same as in “normal” UFile)
**VERY IMPORTANT! ** You cannot update your marital status, address, direct deposit or email address by using the service ReFILE. If you have split-pension you must mail it in using a T1 - ADJ.
4) Click "Review" tab, then click "NETFILE" tab.
Tick the box "I agree with the ReFILE Terms and Conditions and Private Notice".
Click "ReFILE my return now!".
(is displayed at bottom right of NetFile screen "Select CRA REfile)
-For Revenu Quebec same process applies but for Revenu Quebec ReFile
Note that cannot refile with Quebec until you have received your assessment.
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Hello Lanalor,
Yes, you can save to PDF and print out the tax return.
UFIle ONLINE
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Open an account :
https://secure.ufile.ca/account/Register
UFile ONLINE (start with the earliest year and be sure to save PDF to carry forward to the next year)
https://secure.ufile.ca/account/Register
>>Create your Account
>>Password reset options
>>Finish Account Registration (print out to save with security question AND answer) >>Start
>>Create a new... eg. [2015] >>Go!
>>Tax years list [2015] >>LAUNCH
>>Start Now
Print Tax Return
============
mail tax return
In Tab 4, at the bottom of the screen, select the PDF Icons :
[PDF] Federal Print
[PDF] Quebec Print <- - - - IF in Quebec
FYI – for the entire tax return:
[PDF] Download PDF
Then depending on your PDF reader, eg. Adobe Acrobat, Microsoft EDGE; you can save to:
*desktop, downloads, file directory
*external device such as external hard drive, USB key, cloud drive~~~~~~~For the Tax Return Instructions~~~~~~~~~~~~~~~~
>>Tax Return (tab 4)
T1 comparative summary
TP1 comparative summary
Assembly instructions p1 <- - - HERE
Assembly instructions p2
You only need to send to CRA those pages with [CRA] printed on the top left hand corner.CRA - Address:
https://www.canada.ca/en/revenue-agency/corporate/contact-information/where-mail-your-paper-t1-return.html
RQ - Address::
https://www.revenuquebec.ca/en/citizens/income-tax-return/filing-your-income-tax-return/filing-your-income-tax-return-by-mail/
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Hello TaxationNation,
Please contact UFile Support so we may review the account. Please include above note.
Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us -
Hello Maddie-Liu,
If the above REFile was not successful then use a T1 - ADJ.
How to request an adjustment (reassessment) to a tax return
You can use the program to make an adjustment to a tax return that has already been filed. Make sure you have received your notice of assessment before asking for changes to your return.
NOTE: We recommend that you keep your previously filed tax return and prepare separately an amended tax return based on the changes you make. Print this amended tax return and compare it with your original tax return. Take note of the line numbers that are affected, as you will need them when completing your adjustment request.
To do so, please follow these steps:
1- In the "Left-side menu on the Interview tab", click on "Interview setup".
2- On the page that appears to the right, scroll down to the "Other topics" section, check the box for "Adjustment request for a tax return that has been filed" and click "Next" at the bottom of the page.
3- Return to the "Left-side menu on the Interview tab", select "Adjustment request" at the bottom of the list and, on the right-hand side of the screen, click on the plus "+" symbol to the right of the form you need, either "T1-ADJ adjust a federal tax return" or for Quebec residents "TP-1.R adjust a Quebec tax return".
4- Select the "Taxation year" you want to correct from the drop-down menu to your right, and then enter the relevant information.
5- For the question "Line number of the jacket regarding the adjustment", choose the one that applies from the drop-down menu. Then, on the next two lines, enter respectively the amount that was claimed on the original tax return, followed by the revised amount to be claimed on the amended tax return.
6- If you have multiple lines to correct, click on "+ Add another" to add additional lines.
7- If you have additional information or explanations, fill out the bottom section. If needed, attach a separate sheet with your adjustment request by recording the necessary information. If applicable, provide also the corresponding line number for the credit.
8- For Québec residents who wish to amend both their federal and Québec returns, in the "Left-side menu on the Interview tab", click again on "Adjustment request" at the bottom of the list and repeat the procedure.
9- Once you have completed your adjustment request(s), click on the fourth tab "Tax Return".
10- Double check to make sure the adjustment request(s) are completed correctly. Then, click on the "Print" icon, choose the option "Selected pages" and on the list to the right, select the pages to print, i.e. the forms T1-ADJ (federal) and/or TP-1.R (Quebec). To select multiple pages, press and hold the "Ctrl" key on your keyboard when clicking the pages to print from the list. Finally, click on the button "Start printing".
Please note that you cannot submit an adjustment request electronically via NETFILE. You must print and mail the T1-ADJ and/or the TP-1.R. Be sure to sign your request(s) and provide all supporting documents.
Also, please make sure to include a telephone number where the CRA and/or Revenu Quebec may contact you during the day.
The CRA will send you a Notice of Reassessment once your adjustment request has been processed. Revenu Québec will do the same once they processed your TP-1.R form.
If you wish, you can also amend your tax return online by using "My Account" on the CRA website.
For more information, please visit the following links:
For CRA:
For Revenu Quebec:
https://www.revenuquebec.ca/en/citizens/income-tax-return/correcting-an-error-or-omission/
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Hello DudewithQuestions,
ON BEN / Ontario Trillium
Property tax credits for tenants - Ontario
If you are a resident of Ontario and are eligible to claim the property tax credit for tenant in Ontario (part of the Ontario Trillium Benefit), please follow the steps below:
1- In the "Left side menu on the Interview tab", select "Ontario tax and credits".
2- On the page to your right, choose "ON-BEN - Application for 2024 Ontario Trillium Benefit...".
3- On the page to the right, for the line "Applying for the 2024 Ont. Energy and property tax credit (ON-BEN L.6118)", answer "Yes" and click on the "Left arrow" between "Previous" and "Next" at the bottom of the page.
4- On the page that appears on your right, select "ON-BEN - Declaration for tenants (including a private long-term care home)" and enter the information relevant to your situation.
The program will report the information on the "ON-BEN - Application for the Ontario energy and property tax credit" form.
*ON-BEN - Declaration - Rent paid for your principal residence (including a private long-term care home)
For more information, click here.
*Address of your principal residence (if different from current address):
*Street
* City
*Postal code
*Number of months you occupied this residence in 2023
* Amount of rent paid for 2023
*Is this residence a private long-term care home?
*Name of landlord
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Hello melymel,
Please contact UFile Support so we may review the file confidentially. Please include above note.
Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us -
Hello kristineq,
In the Dependant file :
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Hello FabioFar,
Capital Loss Carry Back / T1A
If you incurred net capital losses in the current year, you can carry back these losses and apply them to the capital gains of the past THREE years.1. In the "Left-side menu on the interview tab", select "Interview setup".
2. On the right-hand side of the screen, go to the "Investment income and expenses" group, check the Box "Capital gains (or losses) and capital gain history", then go to the "Carryforward amounts and prior year information" group, check the Box for "Losses of prior years, carrybacks" and click on "Next" at the bottom of the screen.
3. Return to the "Left-side menu on the Interview tab" and select "Capital Gains (or losses) & ABIL" on the right-hand page, choose the option that suits you and enter your capital gains or capital losses.
4. Return once again to the "Left-side menu on the Interview tab" and select "Losses of prior years and carrybacks".5. On the screen to the right, scroll down to "Loss carryback" group, and click on the plus "+" icon to the right of the line "T1A - Request for loss carryback (loss which occurred in 2023)".
1. In the page that appears entitled "T1A - Request for current year loss carryback" choose the section that corresponds to your situation and select the year or years for which you want to apply your losses, starting with the loss from the earliest year to carry-back years.
2. NOTE : For Stock / Share loss must include the inclusion rate of 50%The program will generate Federal form T1A as well as Quebec form TP- 1012.A.
Quebec residents will have to print form TP- 1012.A, sign it and mail SEPARATELY from other documents, because it cannot be netfiled, whereas the Federal T1A can be sent via NETFILE.
The T1A does not affect the current year's tax return. The CRA and Revenu Québec will reassess the corresponding year's tax returns based on the information in the T1A or TP-1012. They will issue you a report later.
For more information on this topic, please see the following links
Shares loss -10,000 / 2 (due to 50% inclusion rate) = 5,000
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Hello TimDick,
Please refer to the T777 - Line 1779 calc :
>>
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Hello JohnG,
You should escalate to a level 2 CRA agent.
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Hello Saleem Ahmed,
Line 32400 – Tuition amount transferred from a child or grandchild
Any remaining credit calculated on Schedule 11 by a student can be transferred
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Hello WayneK,
For Line 25300 – Net capital losses of other years (stocks, bonds etc) :
1- On the "Left side menu on the Interview tab", select "Interview setup".
2 - On the right-hand side of the screen. Go to the "Carryforward amounts and prior year information" group, check the box for "Losses of prior years, carrybacks" and then click "Next" at the bottom of the page.
3- Return to the "Left side menu on the Interview tab", select "Losses of prior years and carrybacks".
4- On the page appearing on the right, click on the icon of the plus sign "+" located on the right of the line "Net capital losses of other years".
5- On the page entitled "Net capital losses of other years" and enter your net capital losses of previous years.
6- If you wish to limit the amount of capital losses applied to the current year, enter the amount on the last line at the bottom of the page.
Do not forget, to use the loss carryforward you must have had a taxable capital gain that is generated on line 12700 of the federal return.
The program will report the net capital loss on line 25300 of your federal return and on line 290 of the Quebec return.
To see the details of the application of net capital losses, click on the "Tax return" tab and select federal form "Net Capital Losses" and, if applicable, Quebec form "TP-729 - Net Capital Losses".
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-25300-net-capital-losses-other-years.html
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Hello Shawn Taylor,
CVITP CRA - Messages 180,181 from EFILE CRA / Error code 181
During the 2022 taxation year CRA introduced Efile Code 181. It includes Code 181 and Codes 181-01 to 181-07.
For the tax year 2022, EFILE Service has added new messages: 181, 181-01, 181-02, 181-03, 181-04, 181-05, 181-06, 181-07 to confirm that the tax return has been successfully received and processed by the CRA.These new codes also impacted prior years. The CRA has been contacted about removing "rejected" from the message 181, for prior year returns. Unfortunately, we can not correct this on our side (in UFile) and the CVITP administration is aware of the issue.
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Hello cj_2022,
I jus verified and was able to successfully login. Please contact UFile Support so we may review your account. Please include above note and print screen.
Please open a request ticket on-line at https://www.ufile.ca/contact/contact-us
NETFILE You cannot currently NETFILE the federal return
in NETFILE and filing
Posted
Hello Yannicllk,
Please contact UFile Support so we may review the file confidentially. Please include above note.
Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us