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Geo123

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Everything posted by Geo123

  1. Hello cyclebookie, If you have no footnote Box 26* on the T3 regarding the above income, please remove the entry for the income from communal organization.
  2. Hello CRS, You must complete the from from the CRA, it is not supported by UFIle. Please contact the CRA for instructions : Please contact the CRA at 1-800-959-8281 CRA https://www.canada.ca/en/revenue-agency/corporate/contact-information.html CRA allows overcontribution up to $2,000 lifetime - nothing to do BUT keep it in mind for next year and do not overcontribute again. If you end up with an RRSP over contribution in excess of the $2,000 lifetime buffer, you may owe taxes. The CRA will charge you a 1 percent penalty, assessed monthly, for each month you're over the limit. Use the T1-OVP ‘2023 Individual Tax Return for RRSP, PRPP and SPP Excess Contributions’ https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t1-ovp.html
  3. Hello Laurentiu, 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.
  4. Hello ATC, Do not enter the tuition twice. The T2202 tuition slip is primarily used for the tuition tax credit, which is a personal tax benefit. It is not typically considered a business expense. Business expenses are related to costs incurred in the course of running a business or self-employment. These expenses are claimed separately on your business income tax return. You can check with the CRA. Please contact the CRA at 1-800-959-8281 CRA https://www.canada.ca/en/revenue-agency/corporate/contact-information.html
  5. Hello Montreal Taxpayer, There is an error on the slips calculation. Remove entries from : Boxes 25, 26, 11 and 12 of the T5 slip along with boxes B and C from Relevé 3 are optional.
  6. Hello Aconfusedangel, Error 49-R ---------- One or more entries in your tax return require correction. The data entered is either invalid, or mandatory information is missing. If you are unable to resolve the issues, please contact your Software provider. < = = NOT software issue Issue appears to be intermittent and is CRA issue – clients have reported trying again the next day and were successful
  7. Hello Elena Elena, If you wish to ensure that the carryforward information is indeed carried forward to the following year, then save your previous years completed tax return to PDF and resave the file. This action will ensure all carry forward information / amounts are carried forward to the next tax year. Please note you should only perform this action, saving to PDF, prior to starting your new tax return. If you carry forward a previous year to a file that has been completed, you risk overwriting the information already in your file. Please follow these steps: From the “My Files ” main menu first delete the current/new tax year. Launch the previous year’s return and go to the “Tax Return” tab 4. On the bottom of the Tax Return tab click on “Download PDF” Then click on “settings” in the upper right corner and “Save and Close” The page will jump to the “My Files” main menu. Create the new tax year by selecting “Create a new…” and click “Go!” Launch the new tax year and your information should be carried forward. Note: if you have paid for your tax return and you delete the file, the payment will also be deleted. In this case, please contact us and we will provide a voucher to replace the deleted payment.
  8. Hello James778, Glad to her it. Update UFile AND also [Check for updates] [x] Check for updates automatically *Settings (upper right hand corner) Tax return counter... Check for updates... < = = HERE Register EFILE-NetFiIe setup RRSP Calculator Retirement Planner >> [Check for updates] [x] Check for updates automatically
  9. Hello ACT, Please refer to the post below. Reserve on disposition / Capital gains reserve I added the capital gains to my Scheduler 3 and entered a reserve on disposition amount. I also included the T4 line 38 amount in the field "Stock Option Benefits Included as Employment Income". However, when I include the T4 line 38 amount the T2017 (Summary of Reserves on Dispositions of Capital Property) form is not generated. If I remove the T4 line 38 amount from the schedule 3, the T2017 form is generated but I am double taxed on the capital gains. I have similar problem. I transferred ownership of cottage to children. I want to defer capital gains and take in 20% per year. The ufile system is calculating / recording double the capital gain it should. I was able to solve my problem. 2 issues. I should have recorded the gain under Personal Use Property. And 2, on the first year of reserve, leave the reserve fields blank. Ufile will deduct the amount I declared as a gain and complete the reserve fields. Next year if ufile doesn't carry forward reserve I will have to enter it. https://community.ufile.ca/topic/20041-deferring-capital-gains/#comment-46436
  10. Hello Path, T776 car proration >>Car kms : 2 /10 = .2 >> Class 10 CCA .2 * .3 * $5,000 = $300.0 NOTE will display w/o km proration ($1,500) BUT include in total calculation
  11. Hello FiletoOWN, UFIle MaxBack optimizes for the Family : Family Head and Spouse.
  12. Hello Yvonne Lau, Please verify SIN, DOB, name, address, marital status, ELSE contact CRA : 1-800-959-8281 for inquiries related to individuals. Telephone numbers – Canada Revenue Agency / CRA wait times:
  13. Hello Mr. Albert Kwan, Please go to this link : https://secure.drtax.ca/ufileshop/2023/storespec.asp +2 Additional returns +4 Additional returns
  14. Hello Khadi1993, Please 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 FYI : a debt owed by a non-resident, including government and corporate bonds, debentures, mortgages, and notes receivable < = = Refers to debt owed to you https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/information-been-moved/foreign-reporting/questions-answers-about-form-t1135.html
  15. Hello Khadi1993, Please 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 FYI : a debt owed by a non-resident, including government and corporate bonds, debentures, mortgages, and notes receivable < = = Refers to debt owed to you https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/information-been-moved/foreign-reporting/questions-answers-about-form-t1135.html
  16. Hello ERP, If message is : [] [] [] [] [] []Keeps loading >>Keeps loading >> must click Next in CRA window
  17. Hello kocholosi, 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/
  18. Hello RichW, 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
  19. Geo123

    Mr

    Hello Shulong he, If you wish to ensure that the carryforward information is indeed carried forward to the following year, then save your previous years completed tax return to PDF. This action will ensure all carry forward information / amounts are carried forward to the next tax year. Please note you should only perform this action, saving to PDF, prior to starting your new tax return. If you carry forward a previous year to a file that has been completed, you risk overwriting the information already in your file. Please follow these steps: From the “My Files ” main menu first delete the current/new tax year. Launch the previous year’s return and go to the “Tax Return” tab 4. On the bottom of the Tax Return tab click on “Download PDF” Then click on “settings” in the upper right corner and “Save and Close” The page will jump to the “My Files” main menu. Create the new tax year by selecting “Create a new…” and click “Go!” Launch the new tax year and your information should be carried forward. Note: if you have paid for your tax return and you delete the file, the payment will also be deleted. In this case, please contact us and we will provide a voucher to replace the deleted payment.
  20. Hello Christy C, If the dependant is still living with you you can continue to use the same file OR create a new account, the choice is yours.
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