Norm Hamilton Posted March 17, 2022 Report Share Posted March 17, 2022 I received a T5 addressed to both of us after my return was submitted electronically. Two questions. 1. How do I submit a ReFile? 2. Do I apply the T5 amount to one of us and let Ufile calculate or do I put 1/2 the amount to each of us? Quote Link to comment Share on other sites More sharing options...
Curmudgeon Posted March 17, 2022 Report Share Posted March 17, 2022 Some information here: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/change-your-return.html There should be a CRA refile option near the top of the left side menu. Investment income is divided by the proportions contributed by spouses. If one provided 30% of the funds for investment and the other 70%, then that is how it is supposed to be declared. Most filers report 50-50 and don't worry about audits. (I confess to doing the latter). The Ufile T5 form has a question about dividing the income. Quote Link to comment Share on other sites More sharing options...
Norm Hamilton Posted March 17, 2022 Author Report Share Posted March 17, 2022 Thanks Curmudgeon. As it turns out I found the ReFile link just before you responded. Sadly, it says it won't let me submit the Refile by Netfile due to claiming a split pension amount. Quote Link to comment Share on other sites More sharing options...
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