Disability Tax Credit (DTC)

[Albert Servando]

Just wondering do I have to enter anything in  Ufile if CRA records indicate that I am eligible to claim the disability tax credit (DTC) for myself 2018-2027. Is it automatic for CRA to apply for the credits? 

I can't find Line 31600 – Disability amount for myself. Disability amounts for the 2022 tax year:
18 and older: $8,870 (disability amount).

Maybe it is automatic once they received my tax return CRA will just apply the approved Disability Tax Credit. 

Please help me clarify this topic before I submit my tax return.

[Geo123]

•  
• Moderators
• 
• • 377

Posted just now · IP

Hello Albert Servando

To claim the Disability Tax Credit

 

You must claim the credit for every year that you are eligible.  It must be claimed in the file of the person with the disability.   For prior years (2018-2021) you should REFIle your taxes.

 

>>>Interview setup

 

[Interview setup (left hand navigation pane - - beneath “CRA Express NOA”) >> Double click the interview setup]

 

>>>>Go to Right Hand Screen - Interview SetUp

 

>>>>Medical expenses, disability, caregiver “--à”

 

>>>> Infirmity and Disability amounts claim for yourself* (line 31600)

 

-Name or description of infirmity: -àPut description

 

-Are you eligible for the disability amount on federal line 31600?-àLeave blank (NULL)

 

-Does this infirmity provide entitlement to the Canada caregiver amount?-à Answer yes or no (if require care for daily needs)

 

 

 

NOTE : You use UFIle Data Entry >> Medical Expenses >> Infirmity and disability to claim the disability amount for the individual  (line 31600).  The claim for a dependant and / or is his or her file.

 

The program will automatically transfer any unused disability amount from the dependant to line 31800 on the supporter's return.

 

Note that in the first year of claiming the disability amount, the medical certificate T2201 must be submitted to the CRA. A person claiming a disability amount can only use NetFile if he(she) is registered with the CRA as disabled. Otherwise, he(she) has to file his(her) tax return on paper and include the medical certificate T2201.

 

[Meghan L]

On 3/10/2023 at 7:55 AM, Geo123 said:

•  
• Moderators
• 
• • 377

 

•  

Posted just now · IP

Hello Albert Servando

To claim the Disability Tax Credit

 

You must claim the credit for every year that you are eligible.  It must be claimed in the file of the person with the disability.   For prior years (2018-2021) you should REFIle your taxes.

 

>>>Interview setup

 

[Interview setup (left hand navigation pane - - beneath “CRA Express NOA”) >> Double click the interview setup]

 

>>>>Go to Right Hand Screen - Interview SetUp

 

>>>>Medical expenses, disability, caregiver “--à”

 

>>>> Infirmity and Disability amounts claim for yourself* (line 31600)

 

-Name or description of infirmity: -àPut description

 

-Are you eligible for the disability amount on federal line 31600?-àLeave blank (NULL)

 

-Does this infirmity provide entitlement to the Canada caregiver amount?-à Answer yes or no (if require care for daily needs)

 

 

 

NOTE : You use UFIle Data Entry >> Medical Expenses >> Infirmity and disability to claim the disability amount for the individual  (line 31600).  The claim for a dependant and / or is his or her file.

 

The program will automatically transfer any unused disability amount from the dependant to line 31800 on the supporter's return.

 

Note that in the first year of claiming the disability amount, the medical certificate T2201 must be submitted to the CRA. A person claiming a disability amount can only use NetFile if he(she) is registered with the CRA as disabled. Otherwise, he(she) has to file his(her) tax return on paper and include the medical certificate T2201.

 

Hello, I’m also having issues with this. When I follow these steps it keeps erroring and tells me it can’t calculate the return.

[Geo123]

Hello Meghan L,

Please contact UFile Support so we may review the file confidentially.
Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

[alain T]

Hello have followed instructions to claim full DTC by answering questions on form Infirmity and disability;  this is my mother's filing.  Eligible permanently since 2014.

type, unknown.  Are you eligible? Claim disability amount (default).  Provide entitlement to caregiver...Yes.  indicate how...Let maxback decide.  Does cra have t2201, Yes.

Yet once all done, line 31600 does not appear in summery and in full tax return, line 31600 is blank?

 

 

[Geo123]

Hello alain T,

Please contact UFile Support so we may review the file confidentially.
Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

[senoble]

I know how to enter the federal disability tax credit amount, but where does one enter the provincial disability tax credit amount? I live in Nova Scotia.

[Geo123]

Hello senoble,

>>

>>

[YAB]

I'm in Alberta. I can claim the Federal DTC for my mom. On the AB428 it shows the provincial tax credits but for some reason ufile is not adding the provincial tax credit to calculate my refund. How do I fix that.