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Geo123

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Everything posted by Geo123

  1. Hello mimiahfa, Yes, correct, you should create a new account for the Dependant.
  2. Hello Reddimixer, Eligibility for the Solidarity Tax Credit You may be eligible for the solidarity tax credit for the period from July 2024 to June 2025 if you met all the following requirements on December 31, 2023: You were 18 or older or, if you were younger than 18, you: had a spouse; were the father or mother of a child who lived with you; or were recognized as an emancipated minor by a competent authority (such as a court). You were resident in Québec. You or your spouse was: a Canadian citizen; a permanent resident or a protected person within the meaning of the Immigration and Refugee Protection Act; or a temporary resident or the holder of a temporary resident permit within the meaning of the Immigration and Refugee Protection Act who had been living in Canada for the last 18 months. Situations in which you are not eligible However, you are not eligible for the tax credit if either of the following situations applies to you: You were confined to a prison or similar institution on December 31, 2023, and, in 2023, you were confined for one or more periods totalling more than 183 days. Retraite Québec paid the Family Allowance for you for December 2023 (unless you turned 18 during that month). You and your spouse (if applicable) were refugee protection claimants on December 31, 2023. https://www.revenuquebec.ca/en/citizens/tax-credits/solidarity-tax-credit/eligibility/ You claim the Solidarity Credit in the individual's tax file.
  3. Hello not2late, You are welcome. Thanks for the update.
  4. Hello zzhuo, 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 **prior years via CRA T1-ADJ NOTE : You can not ReFile if you did not originally NetFile. You must do a T1-Adjustment.
  5. Hello marcopolo36, If you are still being rejected remove the Net Access Code. It is not mandatory.
  6. Hello mimiahfa, BC Renter's Tax Credit will only appear for the Family Head and Spouse file, it appears you are in the Dependant file.
  7. Hello mimiahfa, BC Renter's Tax Credit will only appear for the Family Head and Spouse file, it appears you are in the Dependant file.
  8. Hello Nead, Please uninstall and reinstall UFile. Uninstall: To remove UFile * for Windows, follow these instructions: 1. Go to "Start". 2. Go to "Settings". 3. Select "Control Panel". 4. In the "Control Panel", select "Programs and Features". 5. Locate UFile * and right click to « Uninstall » or « Remove » Reinstall: Download and install the latest version as follows: 1. Download the latest version (which includes all updates) at: UFile 2023 : https://cdn.ufile.ca/ufile/UF2023ANGH8GGHVFENB237KL3KOQ8/ufile2023.zip 2. Save it to your Desktop OR Downloads. 3. Install the program using the instructions for the situation that applies to you: a) Installing for the first time: Double-click the file on your Desktop OR Downloads. Follow the instructions displayed on the screen. b) IF Older version of UFile 20xx already installed: Double-click the file on your Desktop. When asked to "Repair" or "Remove", select "Remove". Double-click the file on your Desktop a second time. Follow the instructions displayed on the screen. VERY IMPORTANT! During the installation, the software will ask you the folder of the application. If the folder by default is C:\Program Files 9x86) \UFile 2023, please click the "Change" button, and enter it manually: C:\UFile 2023. After reinstalling reboot the pc.
  9. Hello Julia2023, Thanks for the update.
  10. Hello SophiaQuinn, 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 Please do not post confidential information on this public forum.
  11. Hello chucky_ott, Both have the same result therefore no net impact. You can contact CRA to determine if it makes a difference which one you select.
  12. Hello chucky_ott, If she worked as a contractor they may have issued a T4A Box 048. You should confirm, if none, then enter under T2125 - if you have expenses OR Other employment income >> Description and amount of other employment income:
  13. Hello YVRTax, Sorry I have no update.
  14. Hello charger45, Please check with the CRA. To 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 For Prior years 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. ----FYI----------- I’ve told Ufile to maximize my return, considering my wife's interview and my two children's interview. Do I need to refile for my wife as well? You only need to REFILE *if you have changed the amounts in the tax returns*. If no amounts were changed then you cannot and do not need to REFILE. ------------------ The Canada Revenue Agency's T1 EFILE, ReFILE and T1135 web services will stop accepting transmissions of your clients' initial and amended (T1) personal income tax and benefit returns and T1135 forms for T1 at 11:59 p.m. (Eastern Time) on Friday, January 26, 2024, in order to convert our systems for the next filing https://www.canada.ca/en/revenue-agency/services/e-services/digital-services-individuals/netfile-overview/hours-service.html Hours of service Time zone 7 days a week Pacific time 3:00 a.m. to midnight Mountain time 4:00 a.m. to 1:00 a.m. Central time 5:00 a.m. to 2:00 a.m. Eastern time 6:00 a.m. to 3:00 a.m. Atlantic time 7:00 a.m. to 4:00 a.m. Newfoundland time 7:30 a.m. to 4:30 a.m. You cannot file when the system is not available because of daily system maintenance.
  15. Hello Jamie S, Is Netfiled. Capital Loss Carry Back / T1A 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 2022)". 5. 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. 6. 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. Fishing Business Loss -10,000 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 >>T1A Fishing Loss $10,000 CB >>Shares loss $5,000 CB
  16. Hello horseshoe, Eligibility for the Solidarity Tax Credit You must be 18 years of age or older and a resident of Quebec. If you have a child or a spouse, you may be eligible even if you are younger than 18 years old. You must be a Canadian citizen, permanent resident or the holder of a temporary resident permit. https://www.revenuquebec.ca/en/citizens/tax-credits/solidarity-tax-credit/eligibility/ GST/HST credit – Eligibility You are generally eligible for the GST/HST credit if you are: At least 19 years old If you are under 19 years old, you must meet at least one of the following conditions during the same period: you have (or had) a spouse or common-law partner you are (or were) a parent and live (or lived) with your child A Canadian resident for income tax purposes during: The month before the CRA makes a payment At the beginning of the month the CRA makes a payment CRA normally makes GST/HST credit payments in July, October, January, and April. https://www.canada.ca/en/revenue-agency/services/child-family-benefits/gsthstc-eligibility.html
  17. Hello GOLDEN1234, NOTE – you require federal form T2200 from your employer >>Go to Right Hand Screen - Interview SetUp >> Employment and other benefits >> Employment expenses *T777 - Eligible employment expenses for an employee earning commission income < - - -HERE *T777 - Eligible employment expenses for an employee earning a salary income < - - OR-HERE * T777 - Eligible employment expenses for forestry operations * T777 - Eligible employment expenses for a salaried musician *T777 - Eligible employment expenses for an apprentice vehicle mechanic, painter, body repairer *T777 - Eligible employment expenses for a tradesperson -------- • On the "Employment expenses" page that appears, record the name of your employer and all relevant information, please use the form that your employer gave you. Finally, click "Next" at the bottom of the page. • To enter your eligible motor vehicle expenses, click on "Motor vehicle expenses" in the "Left side menu on the Interview tab". In this section, choose the appropriate option depending on your situation and complete the page accordingly.* • If you received an "Allowance for motor vehicle expenses", enter the amount on the line "Motor vehicle expenses (excl. CCA & interest)". • If you worked at home, choose the subsection "Home office expenses" to enter your home office expenses, if you have any.
  18. Hello ajterry11, In UFile ONLINE select the green button [Import an existing file] Allows you to import the previous year's tax file prepared with UFile for Windows into UFile ONLINE (for the Identification and carry forward information only) (Note can also import a file to a Mac ONLINE if you used UFIle Win last year) >>Create a new UFIle ONLINE account https://secure.ufile.ca/account/Register >>Browse to select your file (and enter pw if it was encrypted by you)
  19. Hello G Stark, The Net Access Code is not mandatory, you can Netfile without it.
  20. Hello Tien, If interest (HELOC) is only for investments it is correct..
  21. Hello halejako, You can user your existing Activation Key, if you do not have it please contact UFile Support for your Activation Key. Please include above note. Please open a request ticket on-line at https://www.ufile.ca/contact/contact-us
  22. Hello Joanna Cunningham, IF No data in file from last year : IF you already created the current year file and did NOT save the prior year as a PDF, then you will have to delete the current year, save the PDF file AND resave the file for the prior year and then restart the 2023 year file. Please contact us if the software asks you to pay again. Also verify that you do not have another username or E_Mail that you were using for UFile ONLINE.
  23. Hello alain T, Please contact UFile Support so we may review the file confidentially. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us
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