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For others interested in this thread, an accountant has clarified for me that the bank's tax forms were incorrect. A T4RSP should have been issued in my name for the amount being transferred, and one in my wife's name for the amount i cashed out. Waiting for the corrected forms so I cannot share what it will look like when done. Thanks for the suggestions so far.

Thank you.

I've figured out the 60-J, just need help with the 60LV now.

Thank you Geo123. A couple of clarifications: I have a T4RSP in my wife's name (not RRIF involved), but there is only a value in box 34, not in 16. The separate contribution slip was issued in my name, not hers. Whose return should I enter these under? Thanks again.

I have a similar issue. My wife passed away last year. I thought I could withdraw part of her RSP and roll the rest into my RSP. The bank issued a T4RSP for the withdrawal of the full RSP in my wife's name, and an RRSP contribution slip with note about "Pursuant to section 60LV". How do I get Ufile to not count this contribution against my contribution room on my taxes, and not show the contribution as income on my wife's taxes? Alternatively, if I have erred in my understanding of what is allowed, can someone please say. I was on the phone with CRA last week for almost 6 hours and never got a straight answer or meaningful assistance. Thanks!

Along the original line for "Family Head", my wife is listed as the family head and passed away last year. Once I complete her final taxes, how do I remove her from the family group, and set me as the family head? I still do my daughter's taxes so I want to ensure the correct person is listed. Thanks.

I have one RSP contribution slip each with notes of "Pursuant to Section 60LV" and "Pursuant to Section 60-J". Neither is supposed to use my contribution room, but there is no way to designate these notes on the RRSP contribution page. How do I fix this?