gdb Posted May 2, 2022 Report Share Posted May 2, 2022 Situation: Spouse A has high pension income and Spouse B has much lower pension income, such that splitting pension income between Spouse A and Spouse B results in higher combined refund. As part of the split pension calculation, UFILE appears to transfer a portion of the "income tax deducted" total from Spouse A's T4A slips to Spouse B in proportion to the split income amount, i.e. even though there was no income tax deducted at source for Spouse B, UFILE calculates a "income tax deducted" amount for Spouse B based on the amount of split pension transferred from Spouse A. CRA has reassessed Spouse B twice in the last few years on the basis Spouse B is not entitled to claim a portion of Spouse A's "income tax deducted" amount, notwithstanding the pension income form which the "income tax amount" was deducted was transferred to Spouse B. I assume CRA is correct, and UFILE's software incorrectly transfers a portion of the "income tax deducted" when pension income is split and, therefore, I need to override UFILE to leave all "income tax deducted" on Spouse A's return, notwithstanding that results in a higher refund to Spouse A and a higher tax payable to Spouse B. Quote Link to comment Share on other sites More sharing options...
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