PCM Posted February 5 Report Share Posted February 5 When calculating my 2021 tax information I have encountered a problem with UFile transferring unused credits from my spouse. I am using Version 25.22 of UFile. If my spouses taxable income is greater than the basic personal amount by any amount (large or small) then no transfer of credits is allowed by UFile. According to Schedule 2 this is incorrect. Until my spouses taxable income is equal or greater than the total of all allowable credits then the balance should be transferred to line 326000 to the T1 general tax form. I have not found any setting I can change to alter this. Any help appreciated. Quote Link to comment Share on other sites More sharing options...
Geo123 Posted February 5 Report Share Posted February 5 Hello PCM, 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 Please include the above note. Quote Link to comment Share on other sites More sharing options...
PCM Posted February 5 Author Report Share Posted February 5 I created a fictional tax payer and reproduced the problem. No confidentially information is involved. Quote Link to comment Share on other sites More sharing options...
PCM Posted February 6 Author Report Share Posted February 6 Ran some more tests on this issue and found that if I gave the spouse a disability then Ufile would transfer all the spouses unused credits (age and disability) to me, If it is just age credit then it will not transfer credits. Quote Link to comment Share on other sites More sharing options...
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