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Geo123

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Everything posted by Geo123

  1. Hello Jane Li, For T1, in calendar year 2024, the tax year is 2023.
  2. Hello keith B, P{lease click on the "+".
  3. Hello Paoula, Yes you can use UFIle, you would file as an Immigrant (as per CRA definition). In theory, if you have a SIN you should be able to file electronically however in your case I suggest you contact CRA and Revenu Quebec. 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 Contact Revenu Quebec CONTACT US https://www.revenuquebec.ca/en/contact-us/
  4. Hello wob456, Leave Date of Acquisition of blank (NULL)
  5. Hello Flohead, UFile - T4PS Statement of Employee Profit-Sharing Plan Your employer will issue you a T4PS slip reporting how much you received in in employee profit sharing plan (EPSP) allocations during the year. If you’re a resident of Québec, these amounts will be shown on a Relevé 25 slip instead. In a profit sharing plan, your employer shares profits with some or all of their employees. These profits can be shared in a number of different ways, including: Dividends Capital gains or losses Foreign income (business and non-business) Other income Foreign capital gains or losses Since you’re taxed on your profit sharing plan allocations every year, amounts that are withdrawn from the fund when you retire or leave the company won’t be taxed a second time. Generally, allocations are taxed as employment income but aren’t pensionable or insurable. If you received EPSP allocations in other forms, such as capital gains or dividends, these amounts are taxed accordingly. Note: If you’re a specified employee (meaning you don’t deal at arm’s length with your employer or have significant equity interest in them), you’ll have an amount in box 41 of your paper T4PS. If it’s more than 20% of your annual income, you might have to pay additional tax. Refer to the Canada Revenue Agency (CRA) website for information on how excess EPSP amounts are taxed. >>UFile >> Interest, Investment Income >> T4PS - Employee profit-sharing plan allocations and payments (including RC359) >>If specified employee >> Specified employee Yes >> https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t4ps.html
  6. Hello SherriL, 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.
  7. Hello RYLIBR, reCAPTCHA is working. Please contact UFile Support with a print screen and the browser you are using Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us
  8. Hello MikiU, Interview >> Medical expenses, disability, caregiver >> Medical expenses “+” * Medical expenses Dates (dd-mm-yyyy), descriptions of medical expenses, amounts in the $ field. click here. 31-12-2023 Description >> Interview >> Medical expenses, disability, caregiver >> Medical expenses “+” >>Enter data and amount (if multiple items can enter as one entry)
  9. Hello chucky_ott Please contact UFile Support so we may review the file confidentially. Please note this is a public forum, please do not post personal and confidential information here. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us. Please include above notes.
  10. Hello Taduro, You may have selected it by mistake. On the left hand side of the Interview check if T215 appears and if so delete it.
  11. Hello Charlotte1234, To claim your tuition fees you must have received one of the following forms from your educational institution: * Form T2202, Tuition and Enrolment Certificate * Form TL11A, Tuition and Enrolment Certificate – University Outside Canada *Form TL11C, Tuition and Enrolment Certificate – Commuter to the United States *Form TL11D, Tuition Fees Certificate – Educational Institutions Outside Canada for a Deemed Resident of Canada Examination fees for licensing or certification Examination fees paid to an educational institution, professional association, provincial ministry or other similar institution, to take an occupational, trade or professional examination that is required to obtain a professional status recognized by federal or provincial statute, or to be licensed or certified as a tradesperson, to allow you to practice the profession or trade in Canada, may be eligible for the tuition tax credit. Ancillary fees or charges exceeding $250 and paid in respect of an occupational, trade, or professional examination are not eligible tuition fees unless they are required to be paid by all individuals taking the examination. You should be provided with a receipt to substantiate your eligible exam fees. 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-32300-your-tuition-education-textbook-amounts/eligible-tuition-fees.html
  12. Hello leo_garnett, You may have selected it by mistake. On the left hand side of the Interview check if T215 appears and if so delete it.
  13. Hello chucky_ott, The program automatically processes the tax you already paid on the eligible pension income in proportion to the elected split-pension amount. This result is on : Spouse Return : Elected split-pension amount [11600 ] Family Head Return : Deduction for elected split-pension amount [2100] The calculation can also be viewed in Step 5 of the federal T1032 form, available under the "Tax Return" tab. To view the optimization and savings for the pension split pleas refer to the report “Report on split-pension income”. The split is not always optimal at 50%, and this report will show you with and without the allocation. Report on split-pension income – 2023 Checklist - Medical expenses Report on split-pension income < - - - HERE Report - tax savings reconciliation Worksheet (Federal) p1
  14. Hello MikiU, Process is same this year, as outlined above and below. Interview >> Medical expenses, disability, caregiver >> Medical expenses “+” * Medical expenses Dates (dd-mm-yyyy), descriptions of medical expenses, amounts in the $ field. click here. 31-12-2023 Description
  15. Hello Anonymous234, If you see the message, "Error connecting with CRA server. Please try again later. Note that CRA MyAccount is a different Server than the AFR and NETFILE Server. We have no control over the process. If the issue persists please contact the CRA at 1-800-959-8281 CRA https://www.canada.ca/en/revenue-agency/corporate/contact-information.html
  16. Hello Cheryl01, Please contact UFile Support so we may reset your password. Please open a request ticket on-line at https://www.ufile.ca/contact/contact-us
  17. Hello Scratching Heads, Please note that the Spouse is not considered a Dependant.
  18. Hello Mar123, T777 WFH expenses Amount is prorated as follows : >>Percentage (%) of home being used for personal purposes [90%] < = = = 10% will be applied to T777 >>10 % * $7,000.00 = $700.00
  19. Hello lorihumphries514, 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 Jess An, Please contact the CRA - we have no control over this. 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
  21. Hello mhinc, On left hand side of Interview >>Employment expenses Employer: MyEmpExpenses1 Expenses of salaried employee Motor vehicle expenses Purchased vehicle: zero-emission vehicle Home office expenses Employment conditions < = = HERE
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