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Spouse passed away. How to file?


Iws
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I reported to Govt of Canada CPP and OAS that my wife passed away 2020 about 2 weeks after. When I login to my CRA account, everything intact. My wife CRA account however are no more. Deleted by CRA.

So in my own UFile entry for 2020, I entered my status as widowed and autofill my tax forms. Work slowly until there is no error. Do not fill in my wife's UFile forms since I read that this must be done manually through paper forms.

 However despite there is no error, I cannot perfomr the calculations for my tax. There is way for me to fill in my wife's forms that she has passed away, the "Interview" part on this was NOT present when I tried to change her status - only marital status is available. But this is not needed. I want to fill in that her tax will be manually submitted and this is the last tax submission, but UFile does not give me the option to do these.

Please advise on what to do. Do I have also to go manual for 2020?

Thank you

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Hi Iws. CRA blocks access to the file when a person passes away. So you will not be able to easily access the information on her CRA file. You need to specify the date of change for when you became widowed on your file as well as the date of passing on your Wife'S s file. You will need to indicate that your wife's return is a final return as well as if there are other returns you will file for her such as a Rights & Things return. 

Here is a link to the CRA guide.

https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4011/preparing-returns-deceased-persons-2016.html

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  • 3 weeks later...

Hi TheTaxSmith: Thank you for your reply.  I tried everything until there is no error message and the ufile tax return refused to calculate my taxes. After several days I give up and visit H&R Block. Regretfully when your spouse passed away, the uFile is not the best way to do your tax return. I have to ask H&R Block do both for me and my late wife's return, since UFile cannot do the Tax Returns.

What I need now is step by step instruction on how to return to UFile in 2022 for the 2021 Tax Return:

1. how do I get the CNIL and all those accumulated/carry over  numbers? What carry over numbers need to be manually inputted into my 2021 tax forms?

2. since I have no 2020 data, any other additional steps?

 

 Let me know if UFile will be unable to do this type of tax return

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50 minutes ago, Curmudgeon said:

What you should have done is do your and your wife's returns in Ufile, noting that it is a final return for your wife. Then print out her return and mail that.

You could repeat that in 2020 Ufile but don't send in or print anything. Then you can forward into 2021.

There is no menu/box for FINAL RETURN. Cannot do that.  I have to abandon UFile since it is not respoding to this special occasion in 2020.

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1 minute ago, Iws said:

There is no menu/box for FINAL RETURN. Cannot do that.  I have to abandon UFile since it is not respoding to this special occasion in 2020.

Reaon is probably becasue CRA has deleted my late wife's account. I cannot understand thsi becasue I still have to do 2020 tax, so CRA should leave it as it is until I completed her final return. Then it this is compeleted and accepted by CRA, CRA can do the deletion. or locked this for 2-3 years. But why is CRA in such a hurry to delete the account?

 

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