Geo123

Hello Newfiebabe, Very good, thank you.

Hello JS2, This message is mandated by the CRA as the there is a new program in place this year (FHSA - First Home Savings Account) and the CRA wants people to know that if they opened a FHSA, they must enter it into their tax return. If you opened a FHSA, then enter it into your tax return. If you did not open a FHSA, then simply ignore it. You cannot NetFIle a 2023 tax return as the government filing opens February 19, 2024.

Hello Newfiebabe, Please verify : Situation on December 31, 2023 Click the ? of each of the next two lines in case of specific situations (emigrant, deceased person) *Province of residence on December 31, 2023 *Marital status on December 31, 2023 *Did this dependant have any income in 2023? *Does this taxpayer require a tax return? If this does not work please contact UFile Support so we may review the account. You can open a request ticket and submit a request on-line at https://www.ufile.ca/contact/contact-us For telephone support, please call: 1-888-633-8414

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

Hello jjno, Sorry to hear this is not the response you hoped for. The ONLINEE version is actually not a file ie.".u22" file, but rather is in a secure data base. This data is readily available at any time you wish to access the data.

Hello Mike Jcott, Please contact UFile Support so we may review the account. You can open a request ticket and submit a request on-line at https://www.ufile.ca/contact/contact-us For telephone support, please call: 1-888-633-8414

Hello jjno, Sorry, Ufile can not provide / convert the UFile ONLINE file to a UFile Windows .u22 file. You should enter the data manually.

Hello FindlayDJ, The CRA AFR service is closed. The CRA's Auto-fill my return service for the delivery of 2023 tax year data will be available for use as of February 19, 2024. The NETFILE and ReFILE services are now closed for the electronic filing of your initial and amended T1 personal income tax and benefit return. NETFILE and ReFILE services will re-open on Monday, February 19, 2024, at 6:00 a.m. (Eastern Time). https://www.canada.ca/en/revenue-agency/services/e-services/digital-services-individuals/netfile-overview/eligibility.html

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

Hello chimpette chala, RE : I am getting the same error on the page CRA questions. The issue is with the prerelease CVITP version (ver 27.01). The issue will be corrected in the next release in February. CVITP administration is aware of this.

Hello JulieM, The file within UFile is not static and can only only be modified by the UFIle account holder - not by UFIle or the CRA. The CRA submission is static as is the original PDF file saved. To check if you have been reassessed check your CRA myaccount on line or contact the CRA.

Hello Kari G, Glad to hear it, you are welcome.

Hello Kari G, I can not access the file due to security protocols. This might be your issue - see below. The error 1612 can appear if you try to install the software, but it is already installed. B. If you bought only one software UFile, please remove and reinstall it. 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 20xx and click "Remove". 6. Locate UFile Updater 20xx and click "Remove". xx = the last two digits of the tax year Otherwise please contact UFile Support so we may review confidentially. 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 gytnado, The CERB repayment can be from either a T4E or A T4A slip : Overpayment recovered or repaid [$amount] *Repayment of an overpayment [30] [$amount] *Repayment of the CERB (this amount is included in box 30) [$amount] Enter the repayment of the CERB (this amount is included in box 30) [Fed. L.23210] UFile will deduct it on line 23210 of your federal return and on line 246 of your Quebec return. >>CHECK T1 : F23210 Federal COVID-19 benefits repayment (box 201 of all federal T4A slips) [23210] [$amount] <----ALSO for T4E slip NOTE CAN ALSO DO FROM T4A : Other >> [201] Repayments oa provincial or territorial COVID-19 financial assistance

Hello yasdaz, I will forward this to our DEV team, thanks for the feedback. FYI Eligible educator school supply tax credit? Other deductions and credits >>Federal line 46900 - Eligible educator school supply tax credit “+” Complete this page if you were an eligible educator and want to claim up to $1,000 of eligible supplies expense. Eligible educator school supply tax credit *Eligible educator school supply amount [ $amount]

Hello VLB If you are the designated family head and your spouse has passed away in the tax year, you must account for this by filing a final return for the deceased spouse. To do so, please follow the steps below for your file: 1- First, in the Family Head (FH) "Identification" section of the "Left side menu on the Interview tab", choose "Widowed" to the question "Marital status on December 31, 2023", and for the question "Did your marital status change in 2023?" select "Change". 2- Enter the relevant information in the Current address, CRA questions, Revenu Quebec questions, Quebec prescription drug insurance plan and Solidarity tax credit. 3- Back in the "Left side menu on the Interview tab", select "Marital status change". 4- On the page to the right, for the question "Change in your marital status in 2023", select "Taxpayer became widowed" in the drop-down menu and enter the date of change. 5- Subsequently, enter the information required to complete your tax returns. 6- Under "Senior home support", choose the appropriate option (s) from the screen to your right (If applicable) Then, in the spouse (SP) deceased person's file, follow these specific steps: 1- On the "Left side menu on the Interview tab", select "Interview setup". 2- On the screen that appears to the right, check the box for "Tax return for a deceased person" and click on "Next" at the bottom of the page. 3- Return to the "Left side menu on the Interview tab" and select "Deceased". 4- Fill out the new page that appears to your right according to the information that you have for the deceased spouse and choose the "Final return" option. 5- Subsequently, enter the information required to complete your spouse's tax returns. The program will generate schedule J of Quebec in the file of the head of the family for the home support of the seniors. NOTE: If your spouse or estate has received a RC249 slip, be sure to enter the information under "Post-death decline in the value" topic. For Quebec residents, we recommend that the surviving spouse claim the QDIP (Quebec Drug Insurance Plan) premium. Nevertheless, this remains the individual's decision. NOTE - You cannot NETFILE the tax return of a deceased individual, as per CRA rules. You must print and mail it.

Hello CarmenM65, 1. In the 'Left-side menu on the Interview tab'', select the ''RRSP contributions, limits''. 2. You must have contributed to your RRSP, PRPP or VRSP, in the period March to December, or in the period of January 1st to March 2nd of the following year. 3. Enter your contribution for the repayment of your HBP at the time of the payment made, either in the period "March to December 2023" or in the period of "First 60 days of 2024 "; 4. Return to the "Left-side menu on the Interview tab" and select "HBP, LLP and other plans and funds". On the screen to the right, choose "HBP Participation in an RRSP's home buyers' plan". 5. On the page that appears entitled "Home Buyers' Plan (HBP)", on the line "RRSP home buyers' plan repayable balance at start of 2023", enter the amount that appears on your Notice of Assessment from the previous year. 6. On the line "HBP amount that should be repaid in 2023 (on HBP statement from CRA)", enter the amount you must repay. 7. On the line "Amount of RRSP contributions designated as your 2023 HBP repayment", enter the amount you repaid to your RRSP, PRPP or VRSP. 8. If you have not contributed to your RRSP, PRPP or VRSP, enter $ 0.00 and the amount will be transferred to line 12900 of the Federal return and to line 154 of the Quebec return, to be added to your total income. The HBP refund amount will be carried over by the program to "Part B of Schedule 7", on line 246. However, if you have also contributed to your RRSP, the amount of the total contribution will be reported to the "Part A", on line 245. For more information, please consult the following link: https://www.canada.ca/en/revenue-agency/programs/about-canada-revenue-agency-cra/federal-government-budgets/budget-2019-investing-middle-class/home-buyers-plan.html

Hello Renec, You have $0 tuition, the # months tuition effects the Canada work Benefit. You are not eligible for the CWB if any of the following applies: Are enrolled as a full-time student at a designated educational institution for more than 13 weeks in the year unless, on December 31, you have an eligible dependant. https://www.canada.ca/en/revenue-agency/services/child-family-benefits/acwb-eligibility.html

Hello NTD, **IMPORTANT : Please note, in order to carry forward a previous year, you must SAVE your tax file to PDF. These actions allow the program to retain your information and carry it forward to the following year automatically. 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

Hello CryptoTickler, The CRA's Auto-fill my return service for the delivery of 2023 tax year data will be available for use as of February 19, 2024. The NETFILE and ReFILE services are now closed for the electronic filing of your initial and amended T1 personal income tax and benefit return. NETFILE and ReFILE services will re-open on Monday, February 19, 2024, at 6:00 a.m. (Eastern Time). https://www.canada.ca/en/revenue-agency/services/e-services/digital-services-individuals/netfile-overview/eligibility.html

Hello Rob Tisdale, Please open a request ticket on-line at https://www.ufile.ca/contact/contact-us Please include the above notes.

Hello Ijaz Khan, The issue is with the prerelease CVITP version (ver 27.01). The issue will be corrected in the next release in February.

Hello pollyrs, You are welcome and thank you.

Hello pollyrs, Please see the example below. For real estate (not primary residence) to record your capital gains or losses realized in the tax year, please follow these steps: 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 for "Capital gains or losses) and capital gain history" and click on "Next" at the bottom of the page. 3. Return to the "Left side menu on the Interview tab", select the topic "Capital gains (or losses) & ABIL". Real estate, depreciable property, and other properties Real estate, depreciable property, and other properties Enter the details of the sale of the property. The program will calculate the capital gain or loss based on the amounts entered here. *Type of capital property [Building] *Description of the property [MyCondo] *Province or territory of the property [Ontario] *Date of acquisition (dd-mm-yyyy) [01-06-2022] *Date of disposition (dd-mm-yyyy) [01-06-2023] *Proceeds of disposition [$500,000.00] *Adjusted cost base of the property [$450,000.00] *Expenses incurred in making the disposition [$10,000.00] *Designation of the property as a principal residence? [No] >>T1 Schedule 3 Real estate, depreciable property and other properties (see principal residence and property flipping on pages 2 and 3) [19700] x 50% [13599] 500,000 [13800] 40,000 2023 taxable capital gains [19900] 20,000 (or net capital loss) >>

Hello pollyrs, It appears your transactions cross 2022 and 2023, the Residential Property Flipping Rule is for 2023 and subsequent taxation years. Please check with the CRA. Residential Property Flipping Rule : https://www.canada.ca/en/revenue-agency/programs/about-canada-revenue-agency-cra/federal-government-budgets/residential-property-flipping-rule.html