Geo123

Hello Mebs786, 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 cliang, No worries. You are welcome.

Hello dutiful daughter, You are welcome.

Hello MajidA, Please 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

Hello MajidA, You can not claim unused tuition from the prior year - you must do a REFile.

Hello ClaireB, Deceased returns https://www.youtube.com/watch?v=dwTF5nk3cAs SITUATION 1 - Family head - the widow(er), Spouse - the deceased person ************************************************************************************************* FAMILY HEAD: In the Left side menu, select 'Identification': Marital status on December 31: 'widowed' Did your marital status change? - 'Change'. Return in Left side menu and select "Marital status change”: Change in your marital status - 'Taxpayer became widowed' Date of change in your marital status - enter the date of change. Enter the other information (if applicable). SPOUSE: In the Left side menu, select 'Identification': In OTHER PERSONAL SITUATIONS tick the box 'Tax return for a deceased person'. Click Next. Return in Left side menu and select 'Deceased' Date of death - enter the information. Type of return for the year of death: 'Final return'. Click Next. SITUATION 2 - Family head - the deceased person, Spouse - the widow(ed) ************************************************************** FAMILY HEAD: Open your tax return and go in 'Identification' section of Left side menu: Marital status on December 31: 'Married' or 'Common-law spouse' Did your marital status change? - 'No change'. Go to ‘Interview setup'. In OTHER PERSONAL SITUATIONS tick the box 'Tax return for a deceased person'. Click Next. Return in Left side menu and select 'Deceased'. Date of death - enter the information. Type of return for the year of death: 'Final return'. Click Next. SPOUSE Marital status change: Change in your marital status - 'Taxpayer became widowed' Date of change in your marital status - enter the date of change. Enter the other information (if applicable).

Hello S.E, In the Dependant file :

Hello ERnest Strolovirch, To enter the amount of income from foreign dividends (and foreign tax paid), please follow the steps below: 1. On the "Left side menu on the Interview tab" select "Interview setup". 2. On the page that appears on the right, go to the "Investment income and expenses" group, check the box "Foreign income and foreign property (T1135)" and click on "Next" at the bottom of the page. 3- Return to the "Left side menu on the Interview tab" and select "Foreign income and property". 4- On the right-hand side, select "Income from foreign dividends". 5- Fill out the page accordingly. *Country from where you received the foreign income If the country signed a tax treaty with Canada, a deduction under 20(11) will not be allowed. *Description of the source of the foreign income eg. IRS 1099 DIV *If you are entering amounts in Canadian dollars, enter 1 for the exchange rate. See the Bank of Canada's website (www.bankofcanada.ca) for exchange rates. *Exchange rate to apply < - - - FOR 2023 1.3497 *Amount of foreign income received *Amount of foreign tax paid < - - - CONFIRM with CRA if eligible for Foreign Tax Credit * Carrying charges related to foreign income < - -- IF applicable

Hello dutiful daughter, Schedule J – Line 458 – Tax credit for home-support services for seniors You may be entitled to the Quebec tax credit for home-support services for seniors if you meet both of the following conditions: *You were resident in Québec on December 31, 2023. *You were at least 70 years of age on December 31, 2023. *If you and/or your spouse on December 31, 2023 are entitled to the credit, select your situation below. *You lived in your own house or in a health establishment *You lived in an apartment building (other than a private seniors' residence) *You lived in a condominium *You lived in a private seniors' residence *Private seniors' residence for your spouse who lived in another apartment or room from you * Credit for home-support services - no calculation (advanced payment same as tax credit) NOTE :xExcludes CHSLD (also see next)* 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-458/ NB : Some services are not eligible for the tax credit for home-support services for seniors, including: 1. All services rendered outside Quebec, 2. Services provided to you by a person (or your spouse) who is claiming the caregiver tax credit on your behalf, and 3. Services that were included in the contribution payable for your housing by the health network, for example, a public CHSLD and some private CHSLDs under agreement (publicly funded). Please refer to the following link for more information, more particularly the last paragraph: https://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/completing-your-income-tax-return/line-by-line-help/451-to-480-refund-or-balance-due/line-458/ To access in UFile go to Interview – left hand of the screen near the bottom : *Prior year information *Quebec tax credits *Senior home support < - - - - HERE *Refund/balance owing >>Select : *You lived in your own house or in a health establishment “+” *You lived in an apartment building (other than a private seniors' residence) “+” *You lived in a condominium “+” *You lived in a private seniors' residence “+” *Private seniors' residence for your spouse who lived in another apartment or room from you* Credit for home-support services - no calculation (advanced payment same as tax credit) “+” 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-458/ * Medical Expenses - Attendant Care Services - Special Case If in the tax year, you used the services of an attendant care and your condition deteriorated and was placed in a long-term care centre (CHSLD), you will not be able to claim the cost of attendant care services in the "Specified medical expenses (not claimed elsewhere)" section on the "Cost of attendant care" line. The same applies if the person is in a "Long-Term Care Home (CHSLD)" and you have used the services of a care attendant for that person. You have received a separate statement for attendant care expenses. In this situation, you must enter the cost of the services of a care worker in the "Medical expenses" section by entering "Attendant care services before a transfer to a CHSLD" and entering the amount paid in the right-hand column. Then, in the section "Specified medical expenses (not claimed elsewhere)", go to the line "Fees for a residential and long-term care centre" and enter the amount you paid to the CHSLD in the right-hand column.

Hello Dallas Selman, 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 Dallas Selman, 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 Entrobert, 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

Hello JC14, 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 - Allowable expenses you can claim 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-21400-child-care-expenses/expenses-claim.html

Hello sherihauck, Please see below : >>BUT for Repaid amounts : >>

Hello cliang, It's a good idea to file the tax return even if you have no income. eg. for GST credits. Do not enter $0.00 as gross income.

Hello Suzka, If you have an unused contribution to your RRSP from the first 60 days of 2023, *the reporting method will depend on the actual situation.* **If the amount was reported in 2022 and not used in 2022**, therefore carried over to 2023, then it is an unused contribution and the UFile program would have carried it over to 2023. Complete this section only if an amount of Unused contributions is shown on your latest federal 2022 Notice of assessment or Notice of reassessment. ***IF you have a RRSP from the first 60 days of 2023, and it was never reported before***, then you have to make an adjustment to your 2022 tax return or if you successfully NetFiled your 2022 tax return you can ReFILE your 2022 return after you have made the entry into your 2022 return. OTHERWISE Generally, you have to pay a tax of 1% per month on excess contributions that exceed your RRSP/PRPP deduction limit by more than $2,000 unless you: withdrew the excess amounts. contributed to a qualifying group plan If you over-contribute $2,000 or less to your RRSP, you cannot deduct those excess contributions from your taxable income, but you are not charged a penalty on those contributions either. Excess contributions over the $2,000 mark, however, are charged a penalty.

Hello Ceili, 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

Hello aidanrowe, You are welcome.

Hello carlomagno, You must prorate or allocate the expenses between the two of you, or just one claim. You can not double count.

Hello Winston Ottawa, 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 danjjj, UFIle does not relate the T776 to the T2125. Please check beginning and end dates. 01-01-2023 to 31-12-2023 Please check if you have two T2125's or T776’s entered by mistake Also check : Tick if this is the first year of operations (or last) IF applicable

Hello danjjj, Please check beginning and end dates. 01-01-2023 to 31-12-2023 Please check if you have two T2125's or T776’s entered by mistake Also check : Tick if this is the first year of operations (or last) IF applicable

Hello BakerSteve, You are welcome.

Hello Russell Harper, You can switch from UFile ONLINE to UFIle Windows however you will have to enter all the carryforward amounts manually.

Hello Mark Power, You should consult an accountant to create an income statement and determine what items to expense and what items to capitalize. FYI - Current expenses or capital expenses Renovations and expenses that extend the useful life of your property or improve it beyond its original condition are usually capital expenses. However, an increase in a property's market value because of an expense is not a major factor in deciding whether the expense is capital or current https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/rental-income/current-expenses-capital-expenses.html To enter information about your rental income, follow the steps below: 1. On the "Left-side menu on the Interview tab", select "Interview setup". 2. On the page that appears to the right, go to the "Rental income" group, check the box "Rental property income" also if you paid tax by instalments. Then go to "Tax paid by instalments and tax transfer" group, check the box "Tax paid by instalments and tax transfer" and click "Next" at the bottom of the page. 3. Return to the "Left-side menu on the Interview tab", select "Rental Income". 4. On the page that appears to your right, click on the plus sign "+" icon to the right of the line "T776 - Rental Income property". 5. Complete the first page entitled "T776 - Rental property identification". On the line for "Percentage (%) of personal use of your rental property", enter your personal use portion of the building. If you do not live in the building, leave the field blank. (If you are the co-owner of the building with your spouse see point #11) 6. Please indicate whether you are sole proprietor or co-owner of the property, to do so, go to the "Type of ownership of the rental property" line and select the option that suits you best from the drop-down menu. Then, on the line "Percentage interest in the partnership" enters your percentage. 7. On the next page, enter your income and expenses in relation to this property. 8. If you used the services of a professional contractor to repair your building, use the sub-section "Labour costs" to enter the relevant information. Please make sure in this subsection that the amount of repair has not already been entered in the expenses beforehand: make sure to choose the appropriate option from the drop-down menu for the line "Do you wish to add these labour costs as an expense on the income statement". 9. If you want to claim depreciation for your property, click on the "CCA" sub-section and select the appropriate class, usually Class 1. 10. On the page that appears, enter the relevant information. If you do not want to claim depreciation, go to the line "Limit to the CCA" and enter "$0.00". However if you wish to claim a portion of the depreciation or any other amount, it is limited to the maximum amount of this category. Please note that you cannot claim CCA when you have a rental loss. 11. If you are the co-owner of the building with your spouse or other partner, click on the sub-section "Partners", and on the page to the right, choose your option. 12. If your spouse is a co-owner of the rental property and completed his or her tax return along with yours, there is no need to enter the information in your spouse's file, as it will be transferred by the program and form T776 will be generated. The same applies for a resident of Quebec and form TP-128 will be produced by the program. However, if your spouse wants to claim expenses different from yours, all the information will then have to be entered again separately in his or her own file. For all other business partners, they will have to enter the information in their own file. Forms T776 (federal) and TP-128 (Quebec) will be generated by the program. The amount of rental income will be reported on line 12599 (gross) and line 12600 (net) of the federal return and, for Quebec residents, on line 168 (gross) and line 136 (net) of the Quebec return. For more information, please consult the CRA website at the following link: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/personal-income/rental-income-line-126-net-line-160-gross.html https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4036.html For Quebec residents, you can consult the Revenu Québec website at the following link: https://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/completing-your-income-tax-return/line-by-line-help/96-to-164-total-income/line-136/ https://www.revenuquebec.ca/fr/services-en-ligne/formulaires-et-publications/details-courant/in-100-v/