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  • Sanotero changed the title to Prior year with Ufile online, current year with Windows. How do I get the .u2020 file to carry over to the Windows version

Hi Sanotero!ūüôā

So, I had a similar problem to you as well.

This is what I did:

  • For all carry-forwards:
    1.  Open your 2020 UFile Tax Return PDF file.
    2.  Find the Bookmark Pane on your PDF reader (Left side of the window of your PDF Reader App (usually)).
    3.  Find "Tax Diagnostics" bookmark section (un-collapse tree node (the "+" sign) for Tax Diagnostics section if it collapsed.)
    4.  Find and click "Summary of carry-forward amounts" bookmark.

                Voila! This should have all of your carry-forwards, which you can (manually) enter into your 2021 tax return (this year of 2022).

 

  • For Tuition Carry-forward amounts:
    1.  Open your 2020 UFile Tax Return PDF file.
    2.  Find the Bookmark Pane on your PDF reader (Left side of the window of your PDF Reader App (usually)).
    3.  Find and click "Schedule 11" bookmark tab.
    4.  Go to Page 2 of 2 of "Schedule 11".
    5.  Find line 19.

                Volia! This should be your total unused amount for carryover to the next year.


Hope this helps in the meanwhile.

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