Carrying back a capital loss after net filing

[Sammy72]

I forgot to fill out the loss carry back form before I netfiled my 2022 return yesterday.is it possible to “refile” the return that includes the t1 a form to carry back a loss to 2019 or do I need to file the t1 a manually?

[Geo123]

Hello Sammy72,

You can either ReFIle, once you get your Notice of Assessment, or do it manually :

https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t1a.html

[Sammy72]

Thanks! Is there a prompt in UFILE somewhere after login that prompts/asks if this is a re file?

[Geo123]

Hello Sammy72,

You must enable ReFile : 

 

1)      If you tax return was successfully submitted, please go to « NetFile  » tab [5].

Click on "Federal submission" section. On the bottom of the page, click "Re-FILE".

NOTE: A new page "CRA ReFile" will appear in the left menu of the "Interview" tab.

2)      Select the section from the Left-side menu, then click "Federal ReFILE Mode".

Follow the instructions form the page.

NOTE: A new page "CRA ReFile" will appear in the left menu of the "Interview" tab.

Select the section from the Left-side menu, then click "Federal ReFILE Mode".

3)      Make the appropriate changes to your file.(same as in “normal” UFile)

**VERY IMPORTANT! ** You cannot update your marital status, address, direct deposit or email address by using the service ReFILE.  If you have split-pension you must mail it in using a T1 - ADJ. 

4)      Click "Review" tab, then click "NETFILE" tab.

Tick the box "I agree with the ReFILE Terms and Conditions and Private Notice".

Click "ReFILE my return now!".

-àFor Revenu Quebec same process applies but for Revenu Quebec ReFile

Note that cannot refile with Quebec until you have received your assessment

 

**prior years via CRA T1-ADJ

[Sammy72]

Thank you!

[Geo123]

Hello Sammy72,

You are welcome.