Disability Tax Credit

[JFS]

I am filing for the DTC for the first time and claiming the amount for myself based on my daughter.  It has been approved from 2015 - 2027.  Will the CRA automatically readjust my taxes going back to 2015?  

[Geo123]

Hello JFS,

For prior years, 2020 and 2021 you must Refile using UFIle ReFile.  For years prior to 2020 you must manually submit a T1 -ADJ form to the CRA.  Please see below.

(1.) ReFile :

UFile allows to ReFILE  your 2021 (and 2022 tax return) . 
Note for the prior tax years you should make the adjustment: T1-ADJ
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 on 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!".
-For Revenu Quebec same process applies but for Revenu Quebec ReFile
Note that cannot refile with Quebec until you have received your assessment
 

(2.) T1 - Adj

UFile allows to ReFILE your tax return for this year and last year . For the prior tax years you should make the adjustment manually (T1-ADJ).

 FYI - Generally you can only request a change to a return for a tax year ending in any of the 10 previous calendar years. For example, a request made in 2022 must relate to the 2012 or a later tax year to be considered.

https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/change-your-return.html

You can use the program to make an adjustment to a tax return that has already been filed. Make sure you have received your notice of assessment before asking for changes to your return. 

 NOTE: We recommend that you keep your previously filed tax return, and prepare separately an amended tax return based on the changes you make. Print this amended tax return and compare it with your original tax return. Take note of the line numbers that are affected, as you will need them when completing your adjustment request.

 To do so, please follow these steps:

 1- On the "Left-side menu on the Interview tab", click on "Interview setup".

2- On the page that appears to the right, scroll down to the "Other topics" section, check the box for "Adjustment request for a tax return that has been filed" and click "Next" at the bottom of the page.

3- Return to the "Left-side menu on the Interview tab", select "Adjustment request" at the bottom of the list and, on the right-hand side of the screen, click on the plus "+" symbol to the right of the form you need, either "T1-ADJ adjust a federal tax return" or for Quebec residents "TP-1.R adjust a Quebec tax return".

4- Select the "Taxation year" you want to correct from the drop-down menu to your right, and then enter the relevant information.

5- For the question "Line number of the jacket regarding the adjustment", choose the one that applies from the drop-down menu. Then, on the next two lines, enter respectively the amount that was claimed on the original tax return, followed by the revised amount to be claimed on the amended tax return.

6- If you have multiple lines to correct, click on "+ Add another" to add additional lines.

7- If you have additional information or explanations, fill out the bottom section. If needed, attach a separate sheet with your adjustment request by recording the necessary information. If applicable, provide also the corresponding line number for the credit.

8- For Québec residents who wish to amend both their federal and Québec returns, in the "Left-side menu on the Interview tab", click again on "Adjustment request" at the bottom of the list and repeat the procedure.

9- Once you have completed your adjustment request(s), click on the fourth tab "Tax Return".

10- Double check to make sure the adjustment request(s) are completed correctly. Then, click on the "Print" icon, choose the option "Selected pages" and on the list to the right, select the pages to print, i.e. the forms T1-ADJ (federal) and/or TP-1.R (Quebec). To select multiple pages, press and hold the "Ctrl" key on your keyboard when clicking the pages to print from the list. Finally, click on the button "Start printing".

>>Other topics  >> Adjustment request for a tax return that has been filed

 Please note that you cannot submit an adjustment request electronically via NETFILE. You must print and mail the T1-ADJ and/or the TP-1.R. Be sure to sign your request(s) and provide all supporting documents.

 Also, please make sure to include a telephone number where the CRA and/or Revenu Quebec may contact you during the day.

 

The CRA will send you a Notice of Reassessment once your adjustment request has been processed. Revenu Québec will do the same once they processed your TP-1.R form.