Mouly Posted March 12, 2022 Report Share Posted March 12, 2022 I have a spouse and we have charitable donations. I choose the Let Ufile Decide option to determine who should claim the charitable donations. This results in my wife, who has lower income, to be assigned the charitable donations. However if I override that and elect to claim the donations myself then we have an overall lower tax bill. How is Ufile making the decision of where to assign Charitable donations? I thought it would just try each scenario and go with which one gave the best result. I can only guess but it appears it uses some sort of rule of thumb that breaks down in my situation. Or it could be considering some 'bigger picture' than just maximizing overall refund amount, but if it is doing that I don't know how to confirm. I have raised a ticket on this but no response yet. Quote Link to comment Share on other sites More sharing options...
G-Hiotis Posted March 25, 2022 Report Share Posted March 25, 2022 Hi UFile uses a sophisticated iteration routine to determine how to best allocate medical expenses and donations between two spouses. Yes, there is a rule of thumb whereby it is usually best if the lower income spouse claims the medical expenses since they are reduced by the lesser of 3% of net income or $2,421 (for 2021) and the higher income spouse claims the donations. However, there are always exceptions to this rule and items like the dividend tax credit, foreign tax credit, and AMT can alter the scenario. If you would be kind enough to provide our support dept. with an anonymized copies of your returns via the help support page then we can analyze your returns further to see what exactly is happening in your file. Best regards, George Hiotis QA Manager UFile.ca Quote Link to comment Share on other sites More sharing options...
Mouly Posted March 27, 2022 Author Report Share Posted March 27, 2022 I raised a ticket on this issue on March 11 in which I gave permission to review my data, haven't heard back yet. Quote Link to comment Share on other sites More sharing options...
TWH Posted January 25 Report Share Posted January 25 I am having a similar problem with UFILE 2023. Setting the program to Maxback for charitable donations puts all our donations with my spouse, who has a lower income. The net tax refund for both of us is $407. When I set it so all our charitable donations are claimed by me, the next tax refund for both of us is $425. Apparently the Maxback program isn't working properly. Cheers Quote Link to comment Share on other sites More sharing options...
Geo123 Posted January 26 Report Share Posted January 26 Hello TWH, Please contact UFile Support so we may review the file confidentially. Please include the above note. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us Quote Link to comment Share on other sites More sharing options...
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