The deceased spouse (passed in February 2022) was issued a T4RIF from Sun Life and included amounts in box 16, box 18, box 24 and box 28.
Within the T4RIF screen, I populated the dollar amounts from the T4RIF and specified the portion of box 16 transferred to a RRSP/PRPP. However when I ran off the Tax return summary, the "other income" amount was the sum of box 16 and box 18 and the balance owing is quite substantial. Since this was a transfer under s60 (L) to the surviving spouse, I would have assumed that the taxes payable would have been zero.
Question: How do I handle within Ufile?
The other part, is the surviving spouse who received a RRSP contribution receipt from Sun Life- a transfer under section 60 (L). I entered this amount in the RRSP screen and specified the amount to be deducted would be zero. When I print off Schedule 7 it shows a huge unused contributions available to carry forward to a future year. I know this is wrong.
Question: How do I handle within Ufile?
Hopefully someone can shed light on the above. It appears that there is no provision of handling 'Transfers" within Ufile?
Thank you- DA
