adjustment to already filed return - spousal transfers

[keith B]

I received 2 T3 info slips after netfiling. I know I need to request an adjustment using ADJ form. In this case, the couple elected pension splitting and shared donations. I do not want to affect one spouse's return, only the person with the additional income. There are sufficient c/f donations to ensure the refund result is the same. I have already saved the pdf file so know what the original filing result was. Do I need to create a new file so as to not impact the fact that pension splitting and donation sharing was done?

[lmnei]

Do you have the security to be able to ReFile a return in the Windows Ufile software?  I would NOT create a new file - that will mess up the CRA.  The ReFile which can be done for both or just one person cycles you through the Interview questions for that person and then you are allowed to ReFile their return.  I have not seen it affect their spouses return yet however you are playing in a dicey area when income splitting is involved.

If you do not have the .u23 file to open and ReFile then you will have to do the ADJ form and have them submit it through their My Account (best) or mail it in (which takes a lot of time to be corrected).

Lynda

[Geo123]

Hello lmnei,

Refile with UFile ONLINE for Tax Year 2022 AND Tax Year 2023 
---------------------
UFile allows to ReFILE  your 2022 (and 2023 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]. 
-    - - > Federal  [ ] File accepted
Click on "Federal submission" section. On the bottom right hand side of the page, click "Re-FILE".
“If you need to electronically submit a modified federal return, please return to the left side menu under the interview and select CRA ReFILE.”  < - - - CLICK ReFile

 

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".
(on the left hand side of the page above Interview setup)
Identification
Current address
CRA questions
 NetFile
 CRA ReFILE   < - - --HERE
 CRA Auto-fill my return
 CRA Express NOA

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!".
(is displayed at bottom right of NetFile screen "Select CRA REfile)
-For 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
NOTE : You can not ReFile if you did not originally NetFile.  You must do a T1-Adjustment.