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Geo123

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Everything posted by Geo123

  1. 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’
  2. 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.
  3. 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.
  4. Hello Josh005, The CWB is calculated automatically per your entries. If Non-Resident you should choose this option.
  5. Hello crazystormboy, Give the rental a separate address eg. MyAddress-Basement
  6. Hello Lydia, Glad to hear it, you are welcome.
  7. 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
  8. 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
  9. 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
  10. 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
  11. 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
  12. 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
  13. Hello TJ T., I do not know what FSRA is but I assume "Lic. Fees" refers to license fees. See below ; >>
  14. 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.
  15. 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
  16. 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
  17. Hello Kamba, Please see below point #7 : 1 - On the "Left side menu on the Interview tab", select "Interview setup". 2 - On the page to the right, go to the group "Pension", check the box "Pension income, other income and split pension (T4A, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF, T1032)" then click on "Next" at the bottom of the page. 3 - Return to the "Left side menu on the Interview tab", select "Pension income, T4A" and on the screen to the right, click on the plus "+" symbol next to the line "T4A - Pension, retirement, annuity, and other income". 4 - On the page that appears, go to the line "Other information (click on the triangle to scroll the list of choices)" in the middle of the page, you must choose one of two (2) options, For the full-time program, select the option "(105)) Scholarships, Maintenance or Perfection (Box O RB Code)", if your program is part-time choose the option "(105) Scholarships". prog. part-time (box O code RB)"in the drop-down menu and in the field to your right enter the amount. 5 - NOTE - If you have received a scholarship for a part-time program, go to "Tuition, education, texts books, student loans" on the page that appears, click on the sign icon plus "+" located to the right of the line "Part-time program details if you received scholarship, fellowship and bursary income to be included at line 13010". 6 - Enter the name of the program and on the second line "Tuition fees and costs of part-time education program-related material paid for current year". This amount will be used to deduct part, or all the scholarship related to a part-time study program; 7 - For Quebec residents, if the amount in Box O of the RL-1 differs from the one shown on the T4A slip, click on the "Maple Leaf" icon to the right of the field. Another field will appear and enter the amount shown in Box O of your RL-1. This box will only be displayed if you have previously entered the federal amount or $0,00 if you have not received a T4A slip. The amount will be transferred by the program to line 13010 of the federal return and line 154 of the Quebec return, and Code 01 will be entered on Quebec line 153 (if applicable). However, if you are enrolled in full-time postsecondary studies, no amount will be entered on line 13010 of the federal return. For part-time students, an amount could be reported on line 13010 of the federal return. It will be the amount of the scholarship minus the $500 basic exemption + the amount you entered at point 6. For residents of Quebec, there is no impact, an amount will appear on line 295 of the Quebec return to reduce the amount on line 154. For more information, please consult the following links; For the CRA: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/personal-income/line-130-other-income/line-130-scholarships-fellowships-bursaries-study-grants-artists-project-grants-awards.html Link for Part Time Student Scholarship: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/personal-income/line-130-other-income/scholarship-exemption-part-time-enrolment.html For income Quebec: https://www.revenuquebec.ca/en/businesses/source-deductions-contributions/filing-rl-slips-and-the-rl-1-summary/rl-1-slip-employment-and-other-income/how-to-complete-the-rl-1-slip/box-o/scholarships-bursaries-fellowships-and-prizes-code-rb/
  18. Hello littlepiggysophia, RQ Line 246 - Deduction for a repayment of amounts overpaid to you 1. On the "Left side menu on the Interview tab", select "Interview setup". 2. On the page appearing on the right, go to the "Other topics" group, check the box for "Repaid amounts made to the government or to an employer" and click "Next" at the bottom of this page. 3. Return to the "Left side menu on the Interview tab» and select "Repaid amounts". 4. On the page appearing on the right, click on the plus "+" icon to the right of the line "Types and amounts of repayments made". 5. The "Maple Leaf" icon indicates that you can enter a different value for a jurisdiction other than the federal jurisdiction. 6. On the page that appears, enter the amount of repayments according to your situation. The amount will be entered by the program for the majority of the refund on line 23200 of the federal return and line 246 or 250 of the Quebec return (if applicable).
  19. Hello VICTOR LUMER, 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.
  20. Hello GeoY, For rental license income it may go to Other Income, please contact the CRA to confirm at 1-800-959-8281 CRA https://www.canada.ca/en/revenue-agency/corporate/contact-information.html
  21. Hello Debbie B, Unfortunately we have no control over this. Try from another location ie different IP address otherwise please contact the CRA. Please contact the CRA at 1-800-959-8281 CRA https://www.canada.ca/en/revenue-agency/corporate/contact-information.html To print and mail teh tax returns. 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 CD, external hard drive, USB key
  22. Hello Gilly, To enter (or remove) in UFIle Go to Interview – as an Example : >>Identification Date of birth [01-01-1980] NETFILE Access Code (Canada Revenue Agency) [ ]< - - - HERE VERY IMPORTANT! If you have received a NETFILE error message regarding the NETFILE Access Code, please ignore it. It can disappear only after a new submission. In the NETFILE tab-> Federal submission, below the old error message from the CRA, tick the box "I agree with the Terms and Conditions and Privacy Notice". Click "File my return now!"
  23. Hello garyt, Enter as follows.
  24. Hello Iryn, Make sure you are set up : >> >> >>
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