Geo123

Hello Tommy, Please contact the CRA regarding the Netfile exclusion . Please contact the CRA at 1-800-959-8281 CRA https://www.canada.ca/en/revenue-agency/corporate/contact-information.html

Hello SPO, The above was a special situation. Deceased Family Head/ Deceased FH / FH deceased You can file the return for a person who passed away in the current tax year and was the designated family head. To do so, please follow the steps below: 1. On the ''Left side menu on the Interview tab", select the "Identification" page and for the question "Did your marital status change in 2023?" reply "No change" because the deceased person does not change their marital status;. 2. Still on the "Left side menu on the Interview tab", click on "Interview setup" and on the page that appears to the right, check the box for "Tax return for a deceased person". Also, choose the group needed to complete your tax return and click on "Next" at the bottom of the page. 3. Return to the "Left side menu on the Interview tab" and click on "Deceased". 4. Complete the page with the date of death and indicate if you have filed optional returns. On the line "Information from optional returns for the purpose" indicate the amount of the optional net income; this will be used for the purpose of calculating the family income of schedules B, C and K 5. If the estate received an RC249 slip for the impairment of an RRSP or RRIF, enter the amount shown on the RC249 slip under the heading ?Post-death decline in the value? which will be generated automatically. In the spouse's file, the program will automatically generate the "Marital status change" in the "Left side menu on the Interview tab". Enter the required information in the "Change of marital status in 2023 " mainly on the line "Change in your marital status in 2023 " in the drop down menu on your right, choose "Taxpayer became widowed" and enter the date of death of your late spouse. Also, the program will automatically generate the widowed marital status on the federal return and for residents of Quebec, on page 1 of the Quebec return to the section "Information about your spouse December 31 2023 " will be entered on line 37 the date of the of death of the family head. NOTE - You cannot NETFILE the CRA tax return of a deceased individual, as per CRA rules. You must print and mail it. (However, if you are a professional tax preparer, you can file the return through EFILE.) For residents of Quebec, you can file your Quebec tax return through NetFile Québec. Deceased returns https://www.youtube.com/watch?v=dwTF5nk3cAs

Hello, Please try again at off-peak hours, we are experiencing an unusually high volume of requests at this busy time of year. If you still experience issues, please open a request without an online authorization ATTN : GEO

Hello Marjan, I believe this is is a T2 Corporate Tax return error. For T2 ONLINE Support : Login in to your T2 account and go to Help (“?” top right corner) https://secure.ufile.ca/support/contactform.aspx CRA cannot process the return transmitted since the tax period for this return overlaps an existing tax period for a return already assessed. For assistance, contact CRA's Corporation Internet Filing Helpdesk at 1-800-959-2803

Hello E. H., T777S - Employee covid 19 flat rate working from home is eliminated for 2023. To claim for 2022 you must do a REFile. Refile with UFile ONLINE for Tax Year 2022 AND Tax Year 2023 --------------------- 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, please go to « NetFile » tab [5]. - - - > Federal [ ] File accepted Click on "Federal submission" section. 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) -àFor Revenu Quebec same process applies but for Revenu Quebec ReFile Note that cannot refile with Quebec until you have received your assessment

Bonjour Fredzak2820, Pour ajouter une personne à charge : « ajouter une personne à charge ». Ic on a chef de famille / conjoint et 2 personne à charges.

Hello Cormeris, It is in all versions of UFile 2023.

Hello SLy Bussiere, General information on FHSA The FHSA is a tax-free savings account that lets you open an account and contribute up to $8,000 per year. FHSA contribution lifetime limits allow you to contribute up to $40,000 for your first home. If you don't contribute the max $8,000 for one year, the remaining amount (called your FHSA carryforward) carries over to the next year subject to the maximum carryforward amount of $8,000. Your FHSA account will remain open for 15 years or on December 31 in the year you turn 71, whichever happens first. If you don't use it for a home, — you can do a tax-deferred transfer to your RRSP or RRIF. Who can contribute? You are a qualifying individual if you meet all the following requirements at the time the FHSA is opened: Prospective first-time homeowner Canadian resident You have to be at least 18 or 19 years of age (depending on your province or territory) You or your spouse can't own a home in which you lived, at any time in the year the account is opened or during the previous four (4) calendar years When you contribute to an FSHA, you will receive a T4(FSHA) tax slip [as well as a Relevé 32 if you reside in Québec] from your financial institution. To enter your T4(FHSA) slip into your tax return, please follow the steps below: 1.In the “Interview” section, click on the “Interview setup” page on the left side of the screen. 2.On the “Interview setup” page, scroll down until you see the option: “Pension income, other income and split pension income, COVID-19 benefits (T4A, T4FHSA, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF, T1032)”. 3.Place a check mark next to it and click the blue radio button, and the page will jump directly to the “T4A, T4FHSA, Pension and retirement income” page. 4.On the “T4A, T4FHSA, Pension and retirement income” page, select “T4FHSA – First home savings account statement” by clicking the little plus sign (+) to the right. 5.On the "T4FHSA - First home savings account statement" page, enter your information from the slip onto the page. 6.Click “Next” at the bottom of the screen to continue. 7.Return to the left side column of the screen and click on the "Interview setup" page and scroll down till you see "RRSP, HBP, LLP, FHSA, other plans and funds (T5006)" and click on the blue button. The page will jump directly to the page “HBP, LLP, FHSA, and other plans and funds”. 8.On the “HBP, LLP, FHSA and other plans and funds “ page, select “FHSA information, limit” and fill in the page. *Deduction on T1 Line 20805 – FHSA deduction Note: If you wish to limit the deduction of your contribution, add the amount to deduct on the second line. The remainder will be carried forward to use next year. Keep in mind that the carry forward plus the yearly contribution cannot exceed $8000. Leave the third line blank until you have withdrawn money from the T4FHSA to purchase a qualifying home. The deduction will appear on Federal line 20805. For more information on this topic, please refer to the link below to the Canada Revenu Agency. https://www.canada.ca/en/revenue-agency/services/tax/registered-plans-administrators/first-home-savings-account/application-package.html If you are a resident of Quebec, the deduction will appear on line 215 of your Quebec tax return. For more information from the Revenu Québec website, please click on the link below: 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/201-to-260-net-income/translate-to-english-ligne-215-deduction-pour-celiapp/ https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/rl-32-t/

Hello gouthro, For donated securities, It is one or the other, not both – see below. 1. Donating securites via Capital Gain section: >>Goes to 'Schedule of charitable donations Federal' Gifts of publicly traded shares and stock options If you donated certain types of capital property, you may be entitled to an inclusion rate of *zero* on any capital gain resulting from the donation of any of the following properties to a qualified donee ......... >> In Interview >> Capital gains and ABIL (including with T5008 >> Stocks, mutual funds and other non depreciable property "+" -Total proceeds from the sale of the shares or property -Adjusted cost base of the shares or property -Expenses incurred in making the disposition >>-Is this disposition a gift to charity, or to Canada or a province? -->Yes-inclusion rate reduced-T1170 -If a gift, enter the eligible amount of the gift -If a gift, enter the Class No. of property >>For shares enter Class 12 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/completing-schedule-3/determining-your-taxable-capital-gains-losses/gifts-publicly-traded-shares-stock-options.html 2.Donating via Canadian charitable donations section as gift-in-kind - with receipt from Charity (as opposed to Donating securities via Capital Gain section T-1170 with inclusion rate of 25%) : https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/it297r2/archived-gifts-kind-charity-others.html For non-cash donations (gifts-in-kind), **a charity must issue a separate receipt for each gift** In Interview go to >> Canadian charitable donations (other than per T4 slip and other slips) Amount of donation [$amount] Organization that received the charitable donation [MyDonationInKind] Enter the Quebec amount if different Specify the nature of the donation. [Gift in kind] < - - - SELECT ‘In kind’

Hello WallyM, This means the donations could not be used as the non -refundable credits reduced to zero and so ae carried forward. The $33.02 is for something else.

Hello Miao, Press control and the wheel on your mouse to increase / decrease display. holding down the Ctrl key and rotating the mouse wheel forward or backward. If you're unable to change the font size using the mouse wheel, hold down the Ctrl key and then click the + or – key to increase or decrease the text size.

Hello Josh005, The CWB is calculated automatically per your entries. If Non-Resident you should choose this option.

Hello crazystormboy, Give the rental a separate address eg. MyAddress-Basement

Hello Lydia, Glad to hear it, you are welcome.

Hello crazystormboy, Percentage (%) of personal use of your rental property is a global variable. It can not be customized for each line item, such as "advertising", and the CRA does not permit overrides for T1 consumer tax software. You can leave the field blank (=0) and enter the rental related expenses manually .ie prorate the amounts manually eg. property taxes

Hello TJS, RESULT:94 The Canada Revenue Agency was unable to process your return at this time. The NETFILE transmission service may be closed for scheduled maintenance. Please try again later and if the issue persists, contact us. contact us. Please contact the CRA at 1-800-959-8281 CRA https://www.canada.ca/en/revenue-agency/corporate/contact-information.html

Hello Cabmonk, CRA Error Code 94 : The entry to indicate the number of selected financial data (SFD) records transmitted does not equal the number of SFD records received. Review the records and correct the error. 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 garyt, 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 diazmjorge, Please consult the link below or contact the CRA. Eligible Employment Expenses : https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4044/employment-expenses.html 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

Hello Jeremy, If you are a Manitoba resident or you moved from Manitoba to another province during the year, you'll have a box 14 on your T5007. Enter the percentage shown in box 14 of your slip into the designated field of the T5007. You must enter 1.00 You entered a percentage of less than 1% for box 14 of the T5007 slip. Since UFile will be using 0%, the Manitoba credits (MB479) will not be claimed." There is no box 14 on the T5007

Hello TJ T., I do not know what FSRA is but I assume "Lic. Fees" refers to license fees. See below ; >>

Hello lac315ca, 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.

Hello Lydia, You should update your UFile version. Update UFile *Settings (upper right hand corder) Tax return counter... Check for updates... < = = HERE Register EFILE-NetFiIe setup RRSP Calculator Retirement Planner >> [Check for updates] [x] Check for updates automatically

Hello ballon51, If you are referring to the Pension Split it may have been optimized. If you wish to see how it was optimized please review in Tab 4 : Schedule Q - Split pension income Report on split-pension income

Hello GeoY, You are welcome.