taxhelp Posted April 19, 2023 Report Share Posted April 19, 2023 Hello, We had a final return filed (in 2022) for a person who passed away in 2021. However the banks were late in freezing his account and transferring funds to the estate, so we received a T5 under his name (not Estate Of) from 2022. Which form should I use to file this? I have a U-File subscription but is U-File able to process something like this? I read online that because I am a beneficiary and since the amount is small (~$80) that I can file this under my own personal return. If this is correct, can I do so within U-File? Thanks Quote Link to comment Share on other sites More sharing options...
clw Posted April 19, 2023 Report Share Posted April 19, 2023 Using the paper version of the T1ADJ, you can adjust your own return by adding the T5 for 2022, with an explanatory letter. If you try to do it electronically, there may be a SIN miss match between yourself and the deceased. Quote Link to comment Share on other sites More sharing options...
Geo123 Posted April 19, 2023 Report Share Posted April 19, 2023 Hello taxhelp, Normally this would be a Return for rights or things however, given the amount, please contact the CRA and see if above solution is acceptable for them. Return for rights or things Rights or things are amounts that had not been paid to the deceased at the time of their death and that, had the person not died, would have been included in their income when received. Rights or things can come from employment and other sources. https://www.canada.ca/en/revenue-agency/services/tax/individuals/life-events/what-when-someone-died/optional-returns/return-rights-things.html This is not available in UFile but is available in our professional software : T1: https://www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtmax.html Quote Link to comment Share on other sites More sharing options...
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