Geo123

Hello Miao,, *.u22 format file from UFile Win 2022 to UFILE online 2023. To move up and down also try the slider on the edge of the screen

Hello Mark2025, Net Capital Loss (Stocks etc) Is calculated automatically based on the entries in the section : “Investment and interest income and expenses”. NOTE - When you have a net capital loss, line 12700 remains blank. However, under the "Tax Return" tab in the program, capital gains and losses are shown on Schedule 3. The same principle applies to Quebec. A capital loss will automatically be carried forward to the following year by the program, if not applied to a capital gain. As per the CRA's website: "On line 12700, enter the positive amount from line 19900 on your Schedule 3. If the amount on line 19900 on your Schedule 3 is negative (a loss), do not claim the amount on line 12700 of your tax return. We will register it on our system. Keep track of this loss, which you can use to reduce your taxable capital gains of other years." The CRA, and Revenu Québec if applicable, will report net capital gains/losses on the Notice of Assessment after reviewing your tax return. For more information, please refer to the CRA website: 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/calculating-reporting-your-capital-gains-losses.html

Hello SLy Bussiere, >>

Hello Wenceslav. As per the CRA site. Do I have to report foreign personal-use property on Form T1135? No, you do not have to report personal-use property. This includes vacation property that you use primarily as a personal residence (see real property questions below) and listed personal property such as works of art, jewelry, rare folios, rare manuscripts, rare books, stamps, and coins. https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/information-been-moved/foreign-reporting/questions-answers-about-form-t1135.html You can confirm with the CRA : 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 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 mnako, To determine your status please contact 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 Determining Non Resident - Some factors to consider : a) In which foreign country was the employment income earned b) If the foreign country was the USA did the person have a Green Card or US Citizenship c) Did the person maintain residential ties to Canada while abroad (maintained a habitual abode in Canada, driver’s license, provincial medical insurance, Canadian bank account etc) d) How many days did they remain abroad? e) Did they file an income tax return in the foreign country You should consider the above and check with the CRA to establish your status. You can then contact us so we may guide you how to proceed ie type of Non Resident or emigrant. Non-residents of Canada https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/individuals-leaving-entering-canada-non-residents/non-residents-canada.html Income Tax Folio S5-F1-C1, Determining an Individual’s Residence Status https://www.canada.ca/en/revenue-agency/services/tax/technical-information/income-tax/income-tax-folios-index/series-5-international-residency/folio-1-residency/income-tax-folio-s5-f1-c1-determining-individual-s-residence-status.html

Hello redbeer, Please contactg the CRA and refer to the links below. T4144: Income Tax Guide for Electing under Section 216 This guide contains information needed to elect under section 216 of the Income Tax Act as well as general information for non-residents receiving Canadian-source rental income. This guide is for you if you were a non-resident of Canada for all or part of 2023 https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4144/income-tax-guide-electing-under-section-216.html#dspsng Information Circular IC72-17R6 - Procedures concerning the disposition of taxable Canadian property by non‑residents of Canada – Section 116 https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/ic72-17/ic72-17r6-procedures-concerning-disposition-taxable-canadian-property-non-residents-canada-section-116.html

Hello jsieben, 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 For telephone support, please call: 1-888-633-8414

Hello lmnei, 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) -For Revenu Quebec same process applies but for Revenu Quebec ReFile Note that cannot refile with Quebec until you have received your assessment **prior years via CRA T1-ADJ NOTE : You can not ReFile if you did not originally NetFile. You must do a T1-Adjustment.

Hello Josh005, You are welcome.

Hello lmnei, Please contact UFile Support so we may review the file confidentially. Please include above note. Attn GEO Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello Josh005, Please see below. >>Interview >>

Hello Hoody, To limit your RRSP contribution see example below.

Hello jen hill, Please logout and clear your cache. If you are using Microsoft Edge, Google Chrome, or Mozilla Firefox you can quickly clear cache with a keyboard shortcut. While in your browser, press Ctrl + Shift + Delete simultaneously on the keyboard to open the appropriate window. Safari (Mac) with the Option-Command-E. Log back in. The error should be gone.

Hello Alex86, Yes you must wait. Unfortunately, this is beyond our control and is dependent on the CRA. I do not have an exact date or release schedule but it should be any day now.

Hello jmeh, If your earnings were outside of Quebec, then you must select the “T4 income (earned in any province except Quebec)”. Go to the “Interview” section and in the left side column select “T4 and employment income”. Then on the page that appears on the right select “T4 income (earned in any province except Quebec)”. Delete the other entry by clicking on the little minus sign next to the item in the left side column.

Hello QuebecCanuck, Note social security number is for the USA, social insurance number is for Canada. Payment is not done with the software. For Revenu Québec the TPF-1026.0.2 bordereau de paiement is found in UFIle Tab 4 (tax Return) : >>Left side of the screen *TP-1026.0.1.P - Quebec payment slip < - - HERE *Charitable donations (Quebec) *Medical expenses (Quebec) Payment You can pay your balance due online or by cheque or money order. 479 – Balance due 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/451-to-480-refund-or-balance-due/line-479/ For CRA the payment slip is not found in the software. You do not need a slip if paying online. You can pay your balance due online or by cheque or money order. You do not require a voucher if paying on line. You can order payment vouchers (if needed) from CRA My account. CRA Payment : https://www.canada.ca/en/revenue-agency/services/payments-cra/individual-payments/make-payment.html

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/