Geo123

Hello E_L_P , I just retested and it is working. Besure to select full time studies (>3) : T2202 Number of months of part-time post-secondary studies (or TL11A/TL11C Column B)24 T2202 Number of months of part-time post-secondary studies (if you were suffering from a major functional deficiency) (or TL11A/TL11C Column B)24 T2202 Number of months of full-time post-secondary studies 6 <----SELECT FULL TIME (or TL11A/TL11C Column C)25

Hello Nicolas Tomaras, Always great to hear from you. Sorry to hear you are having technical issues with the payment screen. Please open a request ticket on-line at https://www.ufile.ca/contact/contact-us ATTN: Geo

Hello WPinto, IF you have a FTQ from the first 60 days of 2021, and it was never reported before, then you have to make an adjustment to your 2021 tax return or if you successfully NetFiled your 2021 tax return you can ReFILE your 2021 return after you have made the entry into your 2021 return. Refile UFile allows to ReFILE your tax return for this year and last year . For the prior tax years you should make the adjustment manually. If you tax return was successfully submitted, please go to « NetFile / EFILE » tab. 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. Select the section from the Left-side menu, then click "Federal ReFILE Mode". Follow the instructions form the page. 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.*** 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!".

Hello carguy, The marital status is determined by the answer to the question "Did your marital status change in 2022'' in the ''Identification'' section of the program. In order to indicate a change in marital status, please follow these steps: 1. Under the "Left side menu to the Interview tab", select the item "Identification". 2. On the page that appears to the right, answer "Change" to the question "Did your marital status change in 2022?" and click "Next" at the bottom of the page. 3. Return to the ''Left side menu to the Interview tab'' and select the item ''Marital status change'' and in the page that appears, in the line ''Change in your marital status changed in 2022'' in the dropdown menu to your right choose the option that suit you, and subsequently fill the page. 4. If you were separated in the tax year you must complete the page "Information about your ex-spouse" under the "Ex-spouse" option of the "Left side menu on the Interview tab". Questions with a red asterisk are mandatory. However, if you wish to claim an amount on line 30300 "Spouse or common-law partner amount" of the Federal return, you must enter the net income on line 23600 of the federal return of your ex- spouse's.**while living together eg. If separated Jan 1 = zero, if Dec 31=All If you do not want to claim this credit, then enter an amount greater than the base amount for the period you were together. Ie unless they want to claim 30400

Hello HAP, If the T4A has Box 048 ten complete as follows : (1.) T4A - T4A - Pension, retirement, annuity and other income Box 048 Go about half way down the page to >>Fees for services (report this amount as a T2125 - Business or Professional income) 048 QC (2) T2125 – Business Income You must also enter corresponding entry in T2125 >> Self-Employment Income: T2125 - Business income OR T2125P - Professional income OR T2125C - Commission income *Complete T2125 - Business identification Name / Address / Fiscal Year (usually Jan 1 – Dec 31) *Enter in Income/Expenses: Business income: Fees for services (T4A Box 048) (Enter the total if you have more than one amount) Enter any applicable expenses associated with this T4A Box 48 **do not enter in Gross sales, commissions or fees** ***Note For QC RL-1: Rl-1 Box G = RZ-RD Fees for services rendered ---> Same as Box 048

Hello Mejs, For next year's file, they will be carried forward automatically by UFile.

Hello mark1249, You should double check the data entry otherwise no way of knowing without looking at the tax file. You can 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 Please include the above question.

Hello ditto917, 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. 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 Tuition fees must be recorded in the file of the student. Please follow the steps below: 1. On the "Left-side menu on the Interview tab", select "Interview setup". 2. On the page "Interview setup", go to the "Student" group, check the box "Tuition, education, textbook, student loans" as well as any other groups needed to complete your tax return and click "Next" at the bottom of the page. 3. Return to the "Left-side menu on the Interview tab" and select the item "Tuition, education, student loans". 4. On the screen to your right click on the plus sign "+" icon to the right of the line "Tuition amounts* (line 32300)". 5. On the page that appears, in the section "Tuition, education, textbook amounts (T2202, TL11A, TL11C)", go to the line "Eligible tuition fees paid to Canadian educational institutions for 2019 (enter description in the first field and the amount in the $ field)". If you attended more than one establishment, click on the plus sign "+" on your right and a new field will be added. 6. Enter the number of months of full-time or part-time postsecondary education, if any, based on the information on your T2202 slip. In addition, this information will be included on Schedule 11. The program will generate federal Schedule 11 to determine tuition fees. For more information about tuition fees, including tuition transfer and deferral, please visit: For the CRA: https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t2202.html https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/p105.html https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4654.html Remember that according to CRA rules, you must claim the amounts first on your own federal return, to reduce the tax payable. Please note that you can carry forward the surplus to a future year or transfer it to a parent or grandparent. To do this, go to the line "Treatment of unused tuition, education and textbook amounts" and in the field to your right, choose the option that suits you.

Moderators 377 Posted just now · IP Hello Albert Servando To claim the Disability Tax Credit You must claim the credit for every year that you are eligible. It must be claimed in the file of the person with the disability. For prior years (2018-2021) you should REFIle your taxes. >>>Interview setup [Interview setup (left hand navigation pane - - beneath “CRA Express NOA”) >> Double click the interview setup] >>>>Go to Right Hand Screen - Interview SetUp >>>>Medical expenses, disability, caregiver “--à” >>>> Infirmity and Disability amounts claim for yourself* (line 31600) -Name or description of infirmity: -àPut description -Are you eligible for the disability amount on federal line 31600?-àLeave blank (NULL) -Does this infirmity provide entitlement to the Canada caregiver amount?-à Answer yes or no (if require care for daily needs) NOTE : You use UFIle Data Entry >> Medical Expenses >> Infirmity and disability to claim the disability amount for the individual (line 31600). The claim for a dependant and / or is his or her file. The program will automatically transfer any unused disability amount from the dependant to line 31800 on the supporter's return. Note that in the first year of claiming the disability amount, the medical certificate T2201 must be submitted to the CRA. A person claiming a disability amount can only use NetFile if he(she) is registered with the CRA as disabled. Otherwise, he(she) has to file his(her) tax return on paper and include the medical certificate T2201.

Hello Albert Servando To claim the Disability Tax Credit You must claim the credit for every year that you are eligible. It must be claimed in the file of the person with the disability. For prior years (2018-2021) you should REFIle your taxes. >>>Interview setup [Interview setup (left hand navigation pane - - beneath “CRA Express NOA”) >> Double click the interview setup] >>>>Go to Right Hand Screen - Interview SetUp >>>>Medical expenses, disability, caregiver “--à” >>>> Infirmity and Disability amounts claim for yourself* (line 31600) -Name or description of infirmity: -àPut description -Are you eligible for the disability amount on federal line 31600?-àLeave blank (NULL) -Does this infirmity provide entitlement to the Canada caregiver amount?-à Answer yes or no (if require care for daily needs) NOTE : You use UFIle Data Entry >> Medical Expenses >> Infirmity and disability to claim the disability amount for the individual (line 31600). The claim for a dependant and / or is his or her file. The program will automatically transfer any unused disability amount from the dependant to line 31800 on the supporter's return. Note that in the first year of claiming the disability amount, the medical certificate T2201 must be submitted to the CRA. A person claiming a disability amount can only use NetFile if he(she) is registered with the CRA as disabled. Otherwise, he(she) has to file his(her) tax return on paper and include the medical certificate T2201.

Hello Wilma Manuel, FOr 2022 you would file under the current tax year, for 2020-2021 you would need to ReFile those tax tax returns, There are various types of IRS 1042-S forms eg. 1042-S Summary of Investment Income / Form Ssa-1042s Social Security Benefit Statement It is for the tax withheld under chapter 3 on certain income of foreign persons, including nonresident aliens, foreign partnerships, foreign corporations, foreign estates, and foreign trusts To enter these IRS forms:. >>>Interview setup [Interview setup (left hand navigation pane - - beneath “CRA Express NOA”) >> Double click the interview setup] >>>>Go to Right Hand Screen - Interview SetUp >> Investment income and expenses >> Foreign income or foreign property (T1135) "-->" FOR EXAMPLE for 1042-S Summary of Investment Income >>Foreign capital gains - Stock, mutual funds & other non depreciable property

Hello Natty, Please go to the Review Section (Tab 3) and click on the link to bring you to where the issue is in Data Entry.

Hello Wpg Wayne, If you cannot download / AFR (AutoFill Return) not responsive. It could be several things: The government website is very busy - try again later. If logging in with “Sign-in Partner login” try “CRA sign-in” (using CRA MyAccount). You should also verify with the CRA if the account log-on is valid. • Your antivirus or firewall is preventing the download - temporarily disable to download. • Could be your Internet Service Provider - then you need to restart the modem (or contact your ISP) • Check computer time and date and language so the compute can synchronize with the CRA. • Make sure your account access is up to date. • If you have Windows 10 or 11, download “Microsoft Edge Webviewer” at the following link (it may not have been bundled in your version): https://go.microsoft.com/fwlink/p/?Linkid=2124703 • Use the most recent version of the “Edge” browser. Check EDGE browser Settings: 1. Type "Internet options" in the Windows search menu. 2. Click "Internet Options". 3. Click on "Advanced" tab. 4. Scroll to the Security section, then check Use TLS 1.2. 5. Click OK, then close Edge. TLS v1.2 is enabled on the next start of Edge.

Hello Jamy, If logging in with “Sign-in Partner login” try “CRA sign-in” (using CRA MyAccount). You should also verify with the CRA if the account log-on is valid. • Your antivirus or firewall is preventing the download - temporarily disable to download. • Could be your Internet Service Provider - then you need to restart the modem (or contact your ISP) • Check computer time and date and language so the compute can synchronize with the CRA. • Make sure your account access is up to date. • If you have Windows 10 or 11, download “Microsoft Edge Webviewer” at the following link (it may not have been bundled in your version): https://go.microsoft.com/fwlink/p/?Linkid=2124703 • Use the most recent version of the “Edge” browser. Check EDGE browser Settings: 1. Type "Internet options" in the Windows search menu. 2. Click "Internet Options". 3. Click on "Advanced" tab. 4. Scroll to the Security section, then check Use TLS 1.2. 5. Click OK, then close Edge. TLS v1.2 is enabled on the next start of Edge. Of note can also be effected by : Internet speed, computer memory/speed , network latency, CRA Server loads, anti-virus, firewall and the data within the download file.

Hello Lizette, If you received a warning, it will not prevent you from NetFIling your tax return. A warning is merely a message to let you know there may have been a data entry error OR an error on the T4 as submitted by your employer (and downloaded via the AFR). Any overpayment to CPP will be refunded to you on line 44800. In this case, you may ignore the message and proceed to NetFile your tax return

Hello Lizette, If you received a warning, it will not prevent you from NetFIling your tax return. A warning is merely a message to let you know there may have been a data entry error. Any overpayment to CPP will be refunded to you on line 44800. In this case, you may ignore the message and proceed to NetFile your tax return

Hello Maria A.H., Yes, you can request an adjustment using the RQ form : TP-1.R-V Request for an Adjustment to an Income Tax Return https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/tp-1-r-v/

Hello Maria A.H., You can still add her to your file as a Dependant to get the credit BUT not Netfile her tax return from your account.

Hello Maria A.H., Caregiver Living With a Person (Not His or Her Spouse) 70 or Over Without an Impairment (Part D of Schedule H) >>Calculated automatically if Dependant in the file TP1 : Other credits (see the guide) Specify:[461] [02] Q462 $1,299 https://www.revenuquebec.ca/en/citizens/tax-credits/tax-credit-for-caregivers/caregiver-living-with-a-person-70-or-over/

Hello Zane Unfortunately we have no control over the AFR download. It can be effected by : Internet speed, computer memory/speed , network latency, CRA Server loads, anti-virus, firewall and the data within the download file. You should also verify with the CRA if the account log-on is valid.

Hello caridd, Unfortunately we have no control over the AFR download. It can be effected by : Internet speed, computer memory/speed , network latency, CRA Server loads, anti-virus, firewall and the data within the download file.

Hello GregInSK, Enter both the federal and provincial amounts : [ $,9,000.00] SK [ $,9,000.00]

Hello ttplaya Not at this time. The suggestion has been submitted to the IT / DEV team for future consideration.

Hello Mejs, On Tab 4 - Tax Return >> Summary of carryforward amounts <---CLOSE to the bottom on left hand side DONATIONS Donations (see details) TUITION Tuition and educations amounts Tuition and educations amounts - Provincial Interest paid on a student loan (see details) Canada training credit limit for 2023

Hello ken10142, The condo has two CCA components - the building (depreciable) and the land (non-depreciable). PRE – Principal Residence Exemption 1. On the "Left-side menu on the Interview tab", select the "CRA Questions" topic. 2. On the page that appears, go to the line "Did you sell a principal residence in 2022?". 3. If you answer "Yes", a topic will be generated in the "Left-side menu on the Interview tab" with the heading "Capital gains (or losses) & ABIL". 4. On the page appearing to your right, click on the plus sign "+" icon to the right of the line "Personal use property (Including the principal residence)". 5. On the page that appears, enters the relevant information in the first fields. If you are a co-owner of the residence with your spouse, go to the line "Your percentage share of capital gain/loss recorded here" enter your percentage. 6.The following line will be generated "Do you wish to transfer the remainder to your spouse's tax return (if applicable)?". 7. If you answer "Yes" you do not need to answer the CRA's question "Did you sell a principal residence" in your spouse's file because the program will transfer the information into their file. 8. Then go to the "Principal residence" section and go to the line that starts as follow: "Designation of the property as a principal residence to the Canada Revenue Agency (CRA)." and answer, "Yes" if the property that was sold was your principal residence as defined by the CRA and enter the address of the principal residence. 9. Next, go to the "Designation" section and select the period (taxation years) during which that property was designated as your principal residence. In the fields that follow, enter the year of beginning and the year of the end as the principal residence. 10. However, if you have not permanently resided in your principal residence, click the plus sign "+ Add another" icon to create another occupancy period for your residence. 11 If you rented your residence during the unoccupied period, go to the line "Change in use of property and election under section 284 or 286.1", and by selecting "Yes" a field will be created to indicate the period (from what year to what year) during which the residence was leased.