Mejs Posted March 7, 2023 Report Share Posted March 7, 2023 Hi, How do I remove my daughter as a dependant and still maintain her information from previous tax returns such as unused tuition and charity donations? I would also like it to keep her personal information such as her SIN number. Does she automatically get removed as a dependant at a certain age? Thanks, Mike Quote Link to comment Share on other sites More sharing options...
Geo123 Posted March 7, 2023 Report Share Posted March 7, 2023 Hello Mejs, You can just leave her in the file (for prior year purposes) and delete from the current year, if no longer a Dependant. Or just leave it and create a new file for her. It is not automatically removed as Dependants can take various forms and types. Quote Link to comment Share on other sites More sharing options...
Mejs Posted March 7, 2023 Author Report Share Posted March 7, 2023 Thanks Geo123. I don’t understand. If I delete her from the current year, how will she access the previous years' info? If I leave it and create a new file for her, how will she access the previous years's info? Thanks Quote Link to comment Share on other sites More sharing options...
Geo123 Posted March 8, 2023 Report Share Posted March 8, 2023 Hello Mejs, It remains in prior years on your file, it is not automatically, nor can it be, transferred to her new file. Quote Link to comment Share on other sites More sharing options...
Mejs Posted March 8, 2023 Author Report Share Posted March 8, 2023 Can you please explain why they can’t be transferable to her new file? She is entitled to use the unused tuition and charity donations. Thanks Quote Link to comment Share on other sites More sharing options...
Geo123 Posted March 8, 2023 Report Share Posted March 8, 2023 Hello Mejs, UFile can not automate the transfer of data, it must be entered manually. Quote Link to comment Share on other sites More sharing options...
Mejs Posted March 8, 2023 Author Report Share Posted March 8, 2023 Where in UFile do I go to find the amount of charity donations and tuition that I can carry forward to the next tax year and where do I enter this information once I’ve created her own file? Thanks Quote Link to comment Share on other sites More sharing options...
Geo123 Posted March 9, 2023 Report Share Posted March 9, 2023 Hello Mejs, On Tab 4 - Tax Return >> Summary of carryforward amounts <---CLOSE to the bottom on left hand side DONATIONS Donations (see details) TUITION Tuition and educations amounts Tuition and educations amounts - Provincial Interest paid on a student loan (see details) Canada training credit limit for 2023 Quote Link to comment Share on other sites More sharing options...
Mejs Posted March 10, 2023 Author Report Share Posted March 10, 2023 Thanks Geo123! How do I enter these amounts into next year's UFile? Mike Quote Link to comment Share on other sites More sharing options...
Geo123 Posted March 11, 2023 Report Share Posted March 11, 2023 Hello Mejs, For next year's file, they will be carried forward automatically by UFile. Quote Link to comment Share on other sites More sharing options...
Mejs Posted March 11, 2023 Author Report Share Posted March 11, 2023 Hi Geo123, They won’t be carried forward if I create a separate file for her, correct? I don’t want UFile to consider her a dependant any more but I want to carry forward her unused charity donations and unused tuition amounts to her tax return for next year. Thanks, Mike Quote Link to comment Share on other sites More sharing options...
Geo123 Posted March 12, 2023 Report Share Posted March 12, 2023 Hello Mejs For her separate file Ufile will automatically carry forward her unused charity donations and unused tuition amounts to her tax return for next year. Quote Link to comment Share on other sites More sharing options...
Mejs Posted March 12, 2023 Author Report Share Posted March 12, 2023 Good! Thanks Geo123! Quote Link to comment Share on other sites More sharing options...
Katiesuff Posted April 10 Report Share Posted April 10 Hi. My 16 year old had a summer job last year and her father filled a tax return for her. Im trying to work on my tax for this year and it wont let me netfile if my depend has any income. Not sure why or what to do. Should I remove as a dependant if she has her own income now?? Quote Link to comment Share on other sites More sharing options...
Geo123 Posted April 10 Report Share Posted April 10 Hello Katiesuff, You can enter as Dependant and be sure to select has income (but do not file again) : Quote Link to comment Share on other sites More sharing options...
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