Geo123

Hello Nicole, The Dependant's address can not be modified from the Family Head. You can create a sperate account and make her the Family Head and enter her address.

Hello Rena. If you received an AIP from a registered education savings plan (RESP) in the year, you may have to pay an additional tax on all or part of the amount shown in box 040 of your T4A slips. Complete Form T1172, Additional Tax on Accumulated Income Payments from RESPs. T4A Box 040

Hello SmallCapGirl AB, Other taxable income - you should also confirm with the CRA if it is "Other income" OR "interest" etc:

Hello dan.ostler,

Hello Bernie52, *If you have the message “loading…”on the UFILE screen, have you clicked “Next” on the secondary screen that opens from the CRA – may be hidden behind your active screen. *Make sure your password and access is up to date with the CRA website. *Make sure no anti-virus or firewall is preventing download. *Temporarily disable your VPN (if you have one). *Make sure your TLS 1.1 and TLS 1.2 are checked in the security settings of the Control Panel. OR the CRA Servers are overloaded. Try again at off peak hours. If the above does not work, enter your information manually. Please note you can also enter the data manually from the tax slips. You can access the slips from CRA Myaccount : https://www.canada.ca/en/revenue-agency/services/e-services/digital-services-individuals/account-individuals.html >>Tax Returns >>Tax Information slips (T4 and more) >>Select Tax Year >>Select Tax Slip from drop down

Hello LHS, You are welcome.

Hello cdntax, Rights and Things (Deceased Return) The software allows you to prepare the final return of a person who died during the tax year. Unfortunately, our software does not allow you to file a "Return for rights or things". To file a return for rights or things, we recommend you consult a tax professional. For more information about the tax implications following the death of a taxpayer, please visit the following links: For the CRA: https://www.canada.ca/en/revenue-agency/services/tax/individuals/life-events/what-when-someone-died.html For Revenu Québec: https://www.revenuquebec.ca/en/citizens/your-situation/liquidators-of-a-succession-steps-to-follow-after-a-death/step-3-file-the-deceaseds-income-tax-returns/requirement-to-file-the-deceaseds-income-tax-returns/ Canada Revenue Agency/Agence du revenu du Canada - Canada.ca

Hello Hamed_M, Please ask the issuer.

Hello Shina, UFile Windows - Auto-Fill Return (AFR) : We have updated UFile to use Microsoft EDGE which uses Edge WebView. • If you have Windows 10 or 11, download “Microsoft Edge Webviewer” at the following link (it may not have been bundled in your version): https://go.microsoft.com/fwlink/p/?Linkid=2124703 Microsoft EDGE download : https://www.microsoft.com/en-us/edge/download?form=MA13FJ

Hello HumanMade, Please see below.

Hello Liana, 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 https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/personal-income/line-127-capital-gains/capital-losses-deductions.html 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-253-net-capital-losses-other-years.html To carry back different types of losses, click at the right.ie all types of losses >>Have current year losses that can be applied (carried back) Eg. NOTE : For Stock / Share loss must include the inclusion rate of 50% Shares loss -10,000 / 2 (due to 50% inclusion rate) = 5,000 >>Shares loss $5,000 CB

Hello UKH Please contact the CRA. Rent payment is used in the ON BEN calculation 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 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

Hello dan.ostler, Please see below. >>

Hello SmallCapGirl AB, For debt securities the proceeds can be 100% interest or a portion of interest and capital gains. If the security was held to maturity then you have 100% interest income. If you sold BEFORE the maturity then see below the sample data entry you require to correctly calculate the interest rate and capital gain portion. With T5008 financial institution does not issue a separate T5 interest slip Also see : https://youtu.be/0T6InzXyh2g?si=5ffiedMTHxXoObXn

Hello Jim Croft, If message is : [] [] [] [] [] []Keeps loading >>Keeps loading >> must click Next in CRA window If you cannot autofill, there are many issues you have to verify before: *If you have the message “loading…”on the UFILE screen, have you clicked “Next” on the secondary screen that opens from the CRA – may be hidden behind your active screen. *Make sure your password and access is up to date with the CRA website. *Make sure no anti-virus or firewall is preventing download. *Temporarily disable your VPN (if you have one). *Make sure your TLS 1.1 and TLS 1.2 are checked in the security settings of the Control Panel. OR the CRA Servers are overloaded. Try again at off peak hours.

Hello neda, REVENU Québec reject for invalid telephone number / Quebec telephone Electronic Filing Errors. You must enter a valid phone number [..]". / you must enter a valid home telephone number If you are getting a reject from Revenu Québec regarding an invalid telephone number, please follow the steps below: Go to your spouse's "Interview" section. On the "Spouse Identification" page, answer "Yes but different phone number" to the question “Do you have the same address as your spouse?” Click "Next" at the bottom of the page. Enter your phone number in the "At home" field. Leave the other fields blank. Then try to submit your tax return again.

Hello SFufile, Click on the “Help" menu (the "?" question mark) in the upper right corner and select "Support assistant…". Double-click "Next" to advance to page 3, enter your email address and choose the category related to your question under "Select the most relevant category", then in the "If this is a follow-up request, enter your UFile request number here ", enter your request number as indicated in the first line of the email (UB#######). >> then in the "If this is a follow-up request, enter your UFile request number here ", enter your request number as indicated in the first line of the email (UB#######). The moment you enter the request number, a new box will appear. Check "Do you want to send your tax file as an anonymous file? “. Finally, click on "Submit request" to send it to our support team. >>wait for confirmation – should take ~ 3 seconds NOTE there is no E_M confirmation The members of our support team can quickly find solutions to a problem by reviewing the tax information you have recorded in your file. No need to worry about the confidentiality of the information provided. They will only be used to help our support team to resolve issues that you reported to us. NOTE: For privacy, the software automatically encrypts the copy of your return your personal information.

Hello carrie9, 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 Paul007, >>Carry Forward Next year - will appear automatically Unclaimed FONDACTION shares from prior years". Select the line "Federal cost of shares acquired in first 60 days of 20xx " and enter the value of the shares that have not been deducted in the previous year.

Hello Paul007, FTQ carryforward / Limit FQ amount Under certain conditions, you can carry forward the portion of the credit you are not claiming for 2023 to reduce your income tax for future years. For example, if the total of the amounts shown in boxes A and G of your RL-10 slip is more than $5,000, the surplus can be used to calculate your credit for future years. https://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/how-to-complete-your-income-tax-return/line-by-line-help/400-to-447-income-tax-and-contributions/line-424/ >> Worksheet (Quebec) p1 >> Summary of carryforward amounts

Hello Mark Lan, ReFile Result:615 ------------------------- Netfile : Your account is locked, if you need assistance please contact us (the CRA) Error 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 Refile : CRA Result Code: 615 error CRA did not accept your refile. It also says that you only can only try 5 times and then CRA will lock you out. See Error 15

Hello estecyk, >>

Hello HUNG, Click on >>Interview setup (Left side of screen) >>Go to Interview setup (right side of screen Go to the Section [Other topics]. *Moving expenses *Repaid amounts made to the government or to an employer *Other deductions and credits (including school supply and home buyers' amount) < - - - HERE *Adjustment request for a tax return that has been filed THEN in “Other deductions and credits” Go to Section [Other Credits] Federal line 31270 - Home buyers' amount for the purchase of a qualifying home <- - - HERE Federal line 31350 - Digital news subscription expenses Federal line 46900 - Eligible educator school supply tax credit ON479 line 63052 - Ontario staycation tax credit ON479 line 63100 - Ontario seniors' public transit tax credit Line 31270 – Home buyers' amount Note: Line 31270 was line 369 before tax year 2019. You can claim up to $10,000 for the purchase of a qualifying home in 2023 if both of the following apply: You (or your spouse or common-law partner) acquired a qualifying home You did not live in another home that you (or your spouse or common-law partner) owned in the year of acquisition or in any of the four preceding years (first-time home buyer) • Interview setup (left hand navigation pane - - beneath “CRA Express NOA”) • Double click Interview setup -Go to right hand screen • Other topics • Other deductions and credits (including school supply and home buyers’ amount)

Hello Hossain, You are welcome. *Declare income/expense in my residence province -- correct as per your province of residence on Dec. 31 *Click to enter a different value for another Jurisdiction icon. I shouldn't click it.- - correct is only used if the values are different

Hello SandyAllard, If the Type code of securities does not appear in the drop down, then leave it as blank (NULL). It is not required by teh CRA and is not transmitted to the CRA (they already have the T5008).