In ufile, in my tax return, how do I claim disability tax credit for my elderly mother?

[Arun]

Hello there,

In ufile, in my tax return, how do I claim disability tax credit as my dependent for my elderly mother?

My mother has authorized me to claim it to CRA.

Where do I go in my ufile account?

Thanks

Arun

[Arun]

I called CRA. They told me to use line 31800 and 58440, and for my mother to use 31600.

I cannot find those line numbers in ufile in either of our returns.

Mentioning of line numbers in the software will be helpful.

Thanks

Arun

[Arun]

Also, as my mother is dependent, should she be part of my ufile account as a dependent or have a separate ufile account?

[Geo123]

Hello Arun,

To claim the amount for a disabled person who is your dependant, you should specify the disability of that person in the dependant's file. To do so, follow the steps below:

1- On the "Left side menu on the Interview tab" of the dependant's file select "Medical and disability".

2- On the screen to your right, click on the plus sign "+" icon located on the right of the line "Infirmity and disability for the dependant".

3- On the page "Dependant's infirmity and disability", enter the relevant information.

4- You must indicate if the person is claiming the disability amount on line "Is the dependant's eligible for the disability amount on federal line 31600?".

5- On the line "Does the dependant's infirmity provide entitlement to Canada caregiver amount?". An answer is required to this question.

6- For Residents of Quebec, you must answer the 3 questions that are in the Quebec section. The third question relates to question 46 on form TP-752.0.14, which determines whether the person needs assistance with a common daily activity.

7- Return to the "Medical and disability" section and on the screen to your right click on the plus sign "+" icon located on the right side of the line "Canada caregiver amount to claim for this dependant (line 30450) / Quebec Schedule H - Eligibility and dates of qualifying period for this dependant (Quebec line 462)"and enter the relevant information.

Schedule 5 will be generated by the program in the family head's file, and the non-refundable credit for caregivers will be reported on line 30450 or 30500 of step 5 of the federal return. As for the non-refundable credit for people with disabilities transferred from a dependent, it will be reported on line 31800 of step 5 of the federal return.

For Quebec residents, if you wish to claim the caregiver amount, follow these steps:

1- On the "Left side menu on the Interview tab" of the family head's file, select "Quebec tax credits".

2- On the page to your right, scroll down to "Quebec line 462" group, and in the screen to your right choose "Schedule H - Dwelling information for the tax credit for caregiver".

3- In this page, from the drop-down menu, select the option that fits your situation.

The program will generate Quebec Schedule H and will carry over the amount of refundable credit on line 462 of the Quebec return.

 

[bengpeng]

Hi Geo123,

Could you help clarify this step? I could not find it.

Quote

7- Return to the "Medical and disability" section and on the screen to your right click on the plus sign "+" icon located on the right side of the line "Canada caregiver amount to claim for this dependant (line 30450) /

On the Left side clicking on "Medical, disability, caregiver" shows the "Medical expenses, disability deductions" but does not have that you have stated in Step 7.

Thanks

[Geo123]

Hello bengpeng,

 

Specify if the client his entitled to the Canada caregiver amount. By default, UFile will consider the person entitled to the Canada caregiver amount when a name or a description of the infirmity is entered.

Canada caregiver amount (CCA):
If you have a dependant with an impairment in physical or mental functions, you may be eligible to claim an additional amount for one or more of the following amounts:

spouse or common-law partner amount (line 30300);
amount for an eligible dependant (line 30400);
amount for children born in 2006 or later (line 30500); and

[Arun]

Hello Geo,

Thank you for your reply. This is very helpful.

A follow-up question.

I am guessing that above steps go in my ufile account with my mother as my dependent.

Now, I have a separate individual ufile account for my mother.

Which account do I use to file my mother's tax return - 1. my ufile account where she is a dependent, or 2. her individual ufile account?

What is the best practice and correct way of doing this?

Thanks

Arun

[Geo123]

Hello Arun,

You use both.

1. my ufile account where she is a dependent < - - TO claim, do not file here.

2. her individual ufile account <- - - TO file the tax return file here.