Perry Posted April 21, 2021 Report Share Posted April 21, 2021 Using Ufile for windows Filing 2020 Return: Taxpayer died in Feb 2021 (my Dad) so he does not get Climate Action Incentive. As per Ufile instructions, entered date of death, memo, and no in questions asked.Now ufile will not let me Netfile due to being deceased. I understand the final return which will be in 2022 for 2021 has to be mailed but why does this one? Quote Link to comment Share on other sites More sharing options...
Curmudgeon Posted April 21, 2021 Report Share Posted April 21, 2021 I don't follow why a date of death is required for a 2020 return. Quote Link to comment Share on other sites More sharing options...
Perry Posted April 21, 2021 Author Report Share Posted April 21, 2021 I found a note on the Climate Action incentive and it says if you die before April 2021 you don’t get the incentive. And when you look that up it tells you what you need to complete. And that’s where it asks for death date so it can remove it. And then ufile says I can’t Efile because he’s deceased. Crazy! i copied and pasted the info about it here: Please note that you cannot claim the payment for Climate Action Incentive for a person who passes away before April 1 2020. To indicate the date of the death of a person, in his file, select the heading, "Interview setup" and in the page to the right check the box of the line "Tax return for a deceased person". On the page titled "Deceased taxpayer", enter the date of death and on the line "Type of return for the year of death" from the drop-down menu choose "Deceased taxpayer next year (Memo)" in the third line answer "No". A dependant cannot be a person over 18 years of age. For more information, please see the new "Schedule 14" that will be added to the tax packages for these provinces. If you file your returns separately and you want your spouse to receive this refundable credit. Go to the bottom of "Interview" and select the "Controls" section. On the page titled "OptiMax Controls", under "Schedule 14 - Climate Incentive" go to the line "Who Should Claim the Climate Incentive (line 449)" and from the drop-down menu choose the person who should receive this refundable credit. For more information, please see the new "Schedule 14" that will be added to the tax packages for these provinces. Quote Link to comment Share on other sites More sharing options...
Curmudgeon Posted April 22, 2021 Report Share Posted April 22, 2021 It says "for a person who passes away before April 1 2020. Quote Link to comment Share on other sites More sharing options...
Perry Posted April 22, 2021 Author Report Share Posted April 22, 2021 I just copied an old message I guess. The program shows April 1, 2021 in Ufile and on the CRA Website 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-45110-climate-action-incentive.html Quote Link to comment Share on other sites More sharing options...
Curmudgeon Posted April 22, 2021 Report Share Posted April 22, 2021 OK, sorry can't help. Quote Link to comment Share on other sites More sharing options...
Perry Posted April 22, 2021 Author Report Share Posted April 22, 2021 30 minutes ago, Perry said: I just copied an old message I guess. The program shows April 1, 2021 in Ufile and on the CRA Website Quote Link to comment Share on other sites More sharing options...
Marilyn Clarke Posted July 22, 2021 Report Share Posted July 22, 2021 Similar issue. My client was widowed before April 2021, but Ufile still giving her $450, $300 for her and $150 for deceased partner. Have entered marital status as widowed, marital change date in December 2020. How do I get rid of the $150 for him? Quote Link to comment Share on other sites More sharing options...
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