[First time tax return for a 16 year old Netfile regjection error]

Good day, Megan,

I forgot to mention that the return for a person filing for the "very first time' (a first-timer) is eligible for NetFile.
Yes must be chosen for the related question in the CRA questions page.

[How to input information from NR4 slip into Ufile as a resident?]

Hello,

Unfortunately UFile does not support the NR4 directly.
Other slips need to be used according to the Income code shown in Box 14 of the NR4 slip.

 As shown in the reverse of the slip, the income code 61 in Box 14 corresponds to "Arm's length interest payments".

 Use a T5 page.
I understand that Boxes 12 and 15 of your NR4 are empty.
Enter the amount shown in Box 16 of your NR4 in Box 13 of the T5.

[First time tax return for a 16 year old Netfile regjection error]

Good day, Megan,

1) receive CPP  back
A person must be at least 18 years old to start contributing to CPP.
A 16 year old cannot receive CPP back as the person is not eligibe to contribute to CPP in the first place.

2) RRSP
There is no minimum age for opening an RRSP.
However a person must receive employment or business income to earn contribution room.
In order to make contributions to an RRSP account, a minor needs to have earned income the previous year and filed an income tax return with the CRA.
The contribution room available for the next year will be shown in the year's Notice of Assessment.

[Can I claim private health insurance premium as medical?]

Good day Helen,

You can claim the insurance premium you paid yourself as medical expense, federal (and Quebec if applicable).

Verify your T4 slip (and RL-1 if applicable).
There might be a Box 85 (RL-1, Box 235) with the premium you paid.
If yes, enter the amount in your T4 (or T4/RL-1) page.
 - Box 85 is located at the bottom of the page
 - UFile will then use the amount as Medical expense

If no, enter the amount in the Medical expenses page.

[Where do I enter info for RL-1 Box B-1 and RL-1 Box G-2]

Good day Chris,

As you suspect, using Autofill for both federal and provincial often leads to duplication.
The software is unable to do a match when the issuer name is not the same on both sides.

Now about your situation.
Your RL-1  has amounts in,
 - Boxes B and B-1
 - Boxes G and G-2
This indicates that you worked, probably for the same employer,
 - in Quebec (B and G are related to QPP contributions)
 - outside of Quebec (B-1 and G-2 are related to CPP contributions)
You then would have,
 - one T4 slip with a code in Box 10 other than QC
 - one T4 slip with a QC code in Box 10 and a RL-1

Please confirm.
 

[Won't let me Netfile if I'm PPIP exempt?]

Good day,

More information is required about your situation.

1) What is your Province of residence on Dec. 31st, 2022?

2) The T4 slip
What is the content of the following boxes,
 - Box 10 (Province of employment)
 - Box 18 (EI premiums)
 - Box 24 (EI insurable earnings)

 

[Stop Contributing to CPP error message]

Good day,

In order to make the election, you must be a working beneficiary, i.e. currently receiving CPP benefits.

There must be a T4A(P) page present in your Interview.

[Splitting Pension option]

Good day Hack,

I did tests and turning off Pension splitting worked fine.

Could you send an image of the Splitting of pension income between spouses page?

 

[CPP and QPP - Moved from Ontario to Quebec]

Hello Raf,

For members of the RCMP  and of the military residing in Quebec,
 - their T4 shows an amount in Box 16
 - their RL-1 shows amounts in Boxes B-1 and G-2 only.
In UFile they use a T4 and RL-1 income earned in Quebec with CPP contributions page.

Note that in your federal return 45% of the federal income tax withheld in Ontario is transferred to your Quebec return.
 - federal, page 8, line 43800
 - Québec, page 4, line 454
45% is the maximum transferrable.
Should you wish to transfer a lesser amount, look for Instalments and tax transfer in the Interview setup. 

[Revenue Canada NAICS code for a web site]

Good day,

Use NAICS code 519290 - Web search portals and all other information services.

Note that code 519130 is absent from the list of NAICS codes in Statistics Canada website.

[CPP and QPP - Moved from Ontario to Quebec]

Good day Raf,

I understand that while in Ontario you were contributing to CPP and while in Quebec you contributed to QPP.
You need two (2) Employment pages to take care of your situation.

1) a T4 income earned outside Quebec page
Use that page to enter the data from your T4 Ontario (Box 10 shows ON)

2) a T4 and RL-1 income earned in Quebec with QPP contributions page
Use that page to enter the data from your T4 Quebec (Box 10 shows QC) and your RL-1

Forget about Boxes B-1 and G-2 of the RL-1.
They should not be there as they are required only for someone who is contributing to CPP while employed in Quebec.
This is typically the case for members of the RCMP and of the military who are stationned in Quebec.

You will see in your Return package Form RC381 that shows the calculations for your CPP and QPP contributions.

[T5008 Currency Conversion]

Good day,

When dealing with a T5008 slip, either manually from a paper document or through the use of CRA Auto-fill,
 - and Box 13 shows a Foreign currency code
all amounts in the T5008 are expressed in that currency.
They must be left as is, i.e. without any conversion.

What is only required then is to enter the Exchange rates.
UFile then does the conversion in CAD correctly when calculating the return.
(Unfortunately I cannot use images, this system limits their total size to 268 Bytes ?????)

Test 1
 - Proceeds = 60,000
 - Exchange rate - 1.40
 - Cost = 50,000
 - Exchange rate - 1.20

 - Calculated proceeds in CAD = 84,000
 - Calculated cost in CAD = 60,000
 - Gain in Schedule 3 = 24,000

Note 1
When an Exchange rate field is left blank, UFile uses a value of 1.000 for the conversion.

Test 2
 - Proceeds = 60,000
 - Exchange rate - blank 
 - Cost = 50,000
 - Exchange rate - blank

 - Calculated proceeds in CAD = 60,000
 - Calculated cost in CAD = 50,000
 - Gain in Schedule 3 = 10,000

 

[Your CPP or QPP (Canada or Quebec Pension Plan) contributions exceed your pensionable earnings.]

Hello SEL,

I understand your situation as being the following,
 - resident in Quebec
 - working in Ontario
You have received,
 - a T4 Ontario
 - a RL-1 with Boxes A and J

The RL-1 relates to your employer's provided health insurance which is a taxable benefit in Quebec.
The amount of Box J is eligible as Medical expense and treated as such by the program.

Data entry

1) the T4 Ontario
Use a T4 income earned outside Quebec

2) the RL-1
Use a T4 and RL-1 income earned in Quebec with QPP contributions
(For some stupid reason I can no longer paste an image of the page)
All boxes blank, except as follows
 - Employer's name - your employer
 - Box A - as on the RL-1
 - Box 56 - 0.00
 - Exempt (CPP/QPP, EI, PPIP) - exempt CPP/QPP (rare)
 - Box J - as on the RL-1

Review
Ignore any Warning pertaining to past employment
    

[Non-resident emigrated from Quebec 2020]

Good day CatsRelax,

I assume that you are defined as a non-resident in your UFile 2022 file,
 - in your Identification page
 - with a Non-resident page

In order to trigger the Quebec return,
 - select Quebec as the Province of residence on December 31, 2022

For the Quebec prescription drug insurance plan,
select 4 - Exceptions all year, Other - living outside Quebec all year

Note
There is a new field in the CRA questions page.
Are you a Canadian resident, a factual resident, or a non-resident?
Select "Non-resident".

There is a bug with that field as the content does not stay in the file.
 - you save your file
 - when you open it again, the field is empty
 - you need to make the selection again

However the T1 return is generated correctly.

 

[T1 Adj cannot find line 13200]

Good day Okynnor

Forget about using the T1-ADJ provided within UFile.

You have two (2) options for making the change.

1) Use the CRA T1-ADJ
T1-ADJ T1 Adjustment Request - Canada.ca

• PDF fillable/saveable t1-adj-fill-20e.pdf

In the form you can enter any line you wish to adjust

2) Use the ReFILE function within UFile 2021
I assume the 2021 file was filed successfully.

[CCA for older equipment]

Hello,

UFile will do the proration automatically based on the duration of the fiscal year.
Make sure you indicate that this is your first year of operations (Income, expenses page at the top).

[I am having issues with Labour costs]

Good day,

Maybe you triggered a Labour costs page inadvertently.

Click the "-" to the right to delte the page.

[How to enter provincial AMT credit in UFile?]

Good day,

Which province / territory did you reside in on December 31st, 2022?

[Splitting Pension option]

Good day,

As an aside note It is quite strange that none of the above exchanges mentions the document "Report on split-pension income" that is always part of each spouse's Tax Return when Pension splitting takes place.

[Where is RL-1 menu]

Good day,

As your son worked in Quebec you need to use the appropriate T4 / RL-1 page.

Note that any income tax that was withheld for Quebec will be added to his federal income tax withheld, line 437.

[Autofill CRA - Wrong RRSP contribution amount]

Good day,

The AutoFill feature provides only the data that is available in your CRA My Account.

All you need to do is "Accept".
The data downloaded from CRA is then moved to your Interview tab.
It is then up to you to review the data and to make all necessary adjustments.

For your RRSP contributions you access the corresponding pageÈ

[Form use]

[Child's tax return, low wages, not accepted by Netflie?]

Hello Regomar,

Oooops!!! I indeed missed the fact that you are using the browser version.
The Federal Print button you used is the right one.

Page 3 of the condensed T1 is listed as Page 8 of 8 (as per CRA specs) because it reproduces the Page 8 (the last one) of the full T1 return.

Note that the content of a box, blank vs zero is as specified by CRA.

[Child's tax return, low wages, not accepted by Netflie?]

Well, then the only solution is to file a paper return for your daughter.

1) Change the NetFile page

2) Look in the Tax Return
Assembly instructions are now present.

3) Print the Federal return

The return will probably contain only the following pages:

Data pertaining to Ontario is shown in page T1-KFS under Provincial and territorial forms.

4) Finalize

Your daughter signs on Page 3.
Include the T4 slip.

Use the link provided in the Assembly instructions to find where to mail the return.

 

 

[Child's tax return, low wages, not accepted by Netflie?]

I forgot one thing to verify.

Does your daughter have a middle name?

This is asked when filing her return as a first-timer.