Geo123

Hello Nuhouse, The GST / HST number is a required field for the Ontario Staycation credit was a required field as per the CRA. It must be a GST #. This requirement can now be bypassed. Name and address of facility: The field length is 40 chars – this is a CRA limitation. It is due to the file transfer field length having a maximum as well as the actual form Worksheet ON428 and ON479

Hello SFitz, Please check with the CRA if these legal fees are eligible. **IF they are eligible** please see below : Legal fees - For purposes other than the recovery of a salary or wages These legal expenses must be claimed on line 23200 of the Federal return and on line 250 of the Quebec return. These are costs incurred for the late objection or appeal concerning a notice of assessment issued under the Tax Act on income. They are fees paid to collect a retirement allowance and expenses incurred to make child support payments non-taxable. While for Quebec residents, these are judicial costs you paid to determine your initial right to receive alimony, and to revise your right to receive alimony. These expenses can be claimed on Federal line 22100. NOTE: You cannot deduct expenses paid for a divorce or separation. See the following links for more information: For Federal: 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-232-other-deductions/line-232-legal-fees.html For Quebec: https://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/completing-your-income-tax-return/line-by-line-help/201-to-260-net-income/line-250/point-8/ To enter the amount of legal and/or accounting fees incurred for purposes other than the recovery of wages or salaries, please follow the steps below: 1- On the "Left side menu on the Interview tab", select "Interview setup". 2- On the screen to your right, scroll down to "Other topics" group and check the box "Other deduction and credits (includes educator school supply tax credit and home buyers' amount)" and click "Next" at the bottom of the page. 3- Return to the "Left side menu on the Interview tab" and select "Other deductions and credits". 4- On the screen on your right, click on the plus sign "+" icon to the right of the line "Federal Line 23200 - Other deductions (Quebec line 250)". 5- On the page that is generated enter the amount in the field for "Deductible legal fees incurred not related to recovery of salaries or wages". Bear in mind that some of the fees that are deductible on your Federal tax return may not be deductible for Quebec and vice-versa. If the Federal amount is different from that of Quebec, enter the Federal amount and click on the "Maple Leaf" icon. An additional field will be generated to enter the amount for Quebec. This box appears only if you previously entered a Federal amount. If you have no Federal amount, then enter ''$0.00''. This amount will be reported by the program on line 23200 of your Federal return and line 250 of your Quebec tax return, code 08 will be entered on line 249 of the Quebec return. Note: Please keep all your documents in order to provide on request to the CRA or Revenu Quebec asks for it.

Hello Mac12, CRA Result code 15 As per CRA you can't NetFile your return: There are certain types of tax returns that can’t be sent to the Canada Revenue Agency https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/netfile-overview/eligibility.html The CRA has locked your account due to too many failed attempts to NetFile (5xTimes maximum). You should contact the CRA to **unlock the account ie specifically the transmission to Netfile ** and then wait at least 12 hours to NetFile. Please note there is a difference between CRA myaccount and the CRA Netfiling account and not all CRA agents are aware of this.

Hello Ddd, Please go to the Review Section and click on the error message link.

Hello AngelaJ, You should refile 2021. Refile UFile allows to ReFILE your 2021 (and 2022 tax return when the tax season opens) . 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]. Click on "Federal submission" section. On the bottom of the page, click "Re-FILE". 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 form 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". 3) Make the appropriate changes to your file. **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!". Crypto / Virtual Currency Report under Capital Gains >>Virtual currency transactions >>Name of the virtual currency – if numerous transactions put <SEE LIST> Report as Foreign Property – T1135 Report T1135 Foreign Income Verification as Either Simplified methods (if original cost if original cost over $100,000 and under $CAD250,000 OR Detailed if over $CAD250,000)

Hello Lily2000, GST/HST rebate. It is a taxable benefit and generally included in your income for income tax purposes. (This is not the GST tax credit received by lower income taxpayers.) In the Interview >> GST or QST rebate on employment or partnership expenses >> Report income from GST/HST or QST rebates you received in 2022 “+” This amount will be reported as other employment income on line 10400 of your federal return and on line 107 of your Quebec return.

Hello Maggie007, ON(S11) - Tuition, education Ontario's 2016 Budget announced that the ON tuition and education tax credits would be discontinued. IF you have carry forwards from prior years they should appear on the ON (S11) : Unused tuition and education amounts: Enter your unused Ontario tuition and education amounts from your 2021 notice of assessment

Hello Jeremy, T777S - Simple Method: You can claim $2 for each day that you worked at home during that period, plus any other days you worked at home in 2022 due to COVID-19. If you use this method, your employer is not required to complete Form T2200S, Interview setup>>>>Employment Expenses >> T777S - Employment expenses for Working at Home Due to COVID-19 for an employee earning commission income < - - - HERE T777S - Employment expenses for Working at Home Due to COVID-19 for an employee earning a salary T777 - Eligible employment expenses for an employee earning commission income T777 - Eligible employment expenses for an employee earning a salary 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 TL2 - Eligible meal and lodging expenses (Does not print form TL2) TL2 - Eligible meal and lodging expenses (prints form TL2) Legal fees paid to collect salary or wages

Hello howardck, Enter Address of your principal residence (if different from current address): If different then enter in the field : Street

Hello Aurangzeb, You must cross-check and balance Net income >> Additions to net income (loss)->Loss from disposal of assets with the T2 GIFI Income statement : 8210 Realized gains / losses on disposal of asset 8211 Realized gains / losses on sale of invest. 9609 Gains / losses on disposal of assets

Hello ningbolxy, Your stock of $USD 50,000 @ 1.3013 (USD/CAD BoC 2022 annual rate ) is below the $CAD 100,000 threshold. T1135 Verification Statement - if your foreign property has a value above $100 000 CAD., do not forget to indicate at "CRA questions" and complete the "T1135 Foreign Income Verification Statement". Simplified method: $100,000 to $CAD 250,000 Detailed method : over $CAD 250,000

Hello Christine K, (1.) first-time home buyers' tax credit To claim the first-time home buyers' tax credit, please follow the steps below: 1- On the "Left side menu on the Interview tab", select "Other deductions and credits". 2- On the page appearing on the right, scroll to the group "Other credits" and click on the plus sign "+" icon located on the right of the line " Home buyers' amount for the purchase of a qualifying home (Federal, Quebec)". 3- On the page that appears, on the line "Are you eligible to claim the home buyers' amount and/or the Quebec first-time home buyer's tax credit? ". 4- If you answer "Yes", you must choose whether you share your amount according to the four choices. 5- If you choose "Claim specified amount", you must enter the amount claimed by your spouse and your amount. If the co-owner is not your spouse, leave the field blank. This credit can be claimed in whole or in part by you or your spouse. Please note that if the new home is co-owned by someone other than your spouse, you must also enter the information in the other person's file. The program will generate the Home buyer's amount at line 31270 of the federal return. For more information, consult the following link: 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-369-home-buyers-amount.html (2.) ON BEN .On the page that appears entitled "Ontario Trillium Benefit (OTB)", you must answer the questions on this page; If you are requesting a credit, a section titled "Declaration of information about the principal residence" will appear with the words "Click here". Perform this operation, you return to the "Ontario tax credits" section, choose the "ON-BEN Declaration (s)" group, select one or the options that corresponds to your situation. Enter your information.

Hello SJD, NR4 If you received income from a Canadian source but don't have residency status in that country, you're likely to find that Canadian income tax was withheld from your payment and you will get an NR4 Form sometime in the first quarter of the following year. In most cases, your tax obligation to the Canada Revenue Agency (CRA) is over and done with once you get the NR4 Form. If Non-Resident part of year it goes to Immigrant or Emigrant section T2068 certificate of compliance : T2068 form is not supported in UFile : https://www.ufile.ca/get-started/supported-forms Send the form that applies to your situation to CRA within the allowed time. Be sure to provide the necessary supporting documentation as outlined on Form T2062 and Form T2062A. Missing documentation will delay the issuance of your Certificate of Compliance. If you are letting the CRA know about an actual disposition and you provide the payment to cover the resulting tax payable, or acceptable security, the CRA will issue you a certificate of compliance, Form T2068, Certificate - The Disposition of Property by a Non-Resident of Canada. If you are letting the CRA know about a proposed disposition and you provide either the payment to cover the resulting tax payable or acceptable security, the CRA will issue you a certificate of compliance, Form T2064, Certificate - Proposed Disposition of Property by a Non-Resident of Canada. When you actually dispose of the property, if the facts and amounts of the actual disposition differ from those you reported to the CRA for the proposed disposition, you should send to the CRA another completed form with the changes and provide the CRA with acceptable security or any additional payment to cover the increase in tax payable. The CRA will then issue you a certificate of compliance, Form T2068. https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/information-been-moved/disposing-acquiring-certain-canadian-property.html

Hello ldddll, The amount displayed in Box J of the RL-1 slip is the amount for contributions paid by an employer under a private health services insurance plan. This benefit is included in the amount shown in Box A. These medical expenses are for Quebec purposes only. These contributions are not taxable for federal purposes, and do not appear anywhere on the T4 slip. To enter the amount in Box J of the RL-1 slip, please follow these steps: 1- On the left side menu of the " Interview " tab, select the item "T4 and employment income". 2- On the screen to your right, click on the plus sign "+" icon to the right of the line "T4 and RL-1 (Relevé 1) income earned in Quebec with QPP contributions". 3- On the page that appears, enter the amount in Box J. It is not necessary to make an entry under the heading "Medical, disability, caregiver" to enter this amount, the program automatically transfers it to medical expenses for Quebec residents. This amount will be reported by the program on line 36 of the Quebec Schedule B and, if applicable, the balance displayed on line 40 will be carried over to line 381 of the Quebec return ID: 20211005120959CA.xml

Hello Dennis R, Please contact UFile Support so we may verify the activation code. For telephone support, please call: 514-733-8414 or 1-888-633-8414 (M-F 900 - 2100) An agent can review the issue with you. If you prefer, you can also open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello Sharon111, Yes, as per below : Do you wish to split eligible pension income with your spouse? Transfer to spouse (if eligible) If Transfer ..., enter the amount of eligible pension income to transfer to your spouse [ ] < - - - ENTER desired amount

Hello mochhug, Please wait for your revised 2021 Notice of Assessment.

Hello Polloboy, Please verify with the CRA on how to treat this.

Hello Bea, If the above installation was not successful or became unstable (but program is installed) then uninstall and reinstall. For those who have issues downloading .exe files, here are the download links for the zip files: UFile 2022 => https://cdn.ufile.ca/ufile/UF2022AMGH48YHVNENB238L3C9T3Z/ufile2022.zip

Hello Sharon111, In Interview go to : >> Pension and retirement income >> Split pension income with your spouse “+” >> Splitting of pension income between spouses >>Do you wish to split eligible pension income with your spouse? - - - - >Do not transfer to spouse

Hello Chevy, Please see example below. Covid Repayment T4E (Boxes 26 "Overpayment recovered or repaid" & 30 "Repayment of an overpayment") T4E : Overpayment recovered or repaid $1,111.00 Repayment of an overpayment 30 $1,111.00 Repayment of the CERB (this amount is included in box 30) $1,111.00 Box 30 Help : 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. T1 : F23210 Federal COVID-19 benefits repayment (box 201 of all federal T4A slips) [23210] $1,111.00 <----ALSO for T4E slip

Hello Carastefan, 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 screen to your right, click on "Foreign pension income (includes U.S social security benefits)". 5. On the new generated page, go to the line "Country from where you received the foreign income". If your country signed a tax treaty with Canada, a deduction under 20(11) will not be allowed, enter the name of the country according to the list generated by the program. 6- For the line "Type of foreign pension income", choose the income that corresponds to your situation from the drop-down menu on your right. 7- For the line "Amount of foreign income received", enter the amount you received. If part or the entire pension is exempt from tax under an agreement or a tax agreement concluded between that country and Quebec or Canada, you can claim a deduction for income not taxable under a tax treaty. The International Tax Services Office of the Canada Revenue Agency can inform you about these tax treaties and arrangements. 8- Once this information is obtained, for the line "Income exempt under a tax treaty (leave blank for US social security benefits)", enter the amount. This amount will be reported on line 25600 of the federal return and line 297 of the Quebec return. The code 12 will be entered on Quebec line 296. This income will be generated by the program on lines 11500 of the federal return and 122 of the Quebec return for residents of that province. For more details, please consult the CRA's website, as well as Revenu Québec's website if applicable, via the following links: CRA foreign pension: https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/guidance-taxpayers-requesting-tax-treaty-relief-cross-border-pension-contributions.html

Hello SLU 1971 You cannot undo refile once you selected it. If you try and ReFile it may be rejected as there is no original NetFile. You may have to mail it.

Hello Mariabda, Please check the Review Section and click on any error messages. If you continue to have issues : Please contact UFile Support so we may review the file confidentially. Pleaseopen a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello Patricia Clarke, Your Notice of Assessment should also be online with the CRA : MyAccount.