RRSP overcontribution

[Heather Kenndy]

I forgot to report rrsp contributions from 2022 , then accidently contributed 2022 and 2023 amount in 2023.  I have requested my financial advisor to take out $3000 but not sure what I should do next?  Should I now report 2022 contributions ?  

[Geo123]

Hello Heather Kenndy,

The forgotten 2022 RRSP contributions must be declared in 2022 by refiling 2022.   Regarding "my financial advisor to take out $3000" you should consult with your financial advisor.

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, go to the 2022 or 2023 file (as required) please go to « NetFile  » tab [5]. - - > Federal  [ ] File accepted
Click on "Federal submission" section. 
Filing status
Federal submission  < - - HERE
Federal T1135 submission
Acknowledgment report

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