NR4-OAS

[123456]

HI

 

Where in UFILE can I report the NR4-OAS slip?

 

THanks

 

[Gabriel]

You only need to include it in your return if you overpaid (it has already been taxed). If it's the case, you enter it as a regular T4A (OAS).

 

T4A (OAS) slip - Old age security

 

To enter the information from the T4A (OAS) slip, please follow the steps below:

 

1- In the "QuikClik Navigator", located on the left-hand side of the screen, click on "Interview setup".

2- On the page appearing on the right, check the box for "Pension income, T4A, split pension income" and click on "Next" at the bottom of the page.

3- Return to the "QuikClik Navigator" and click on "Pension income, T4A, split pension".

4- On the right-hand side of the screen, select "T4A (OAS) - Old age security pension income".

5- On the new page that appears, enter the amounts from your T4A (OAS) slip in the corresponding boxes, then click "Next" at the bottom of the page. 

 

The Old Age security pension will show up on line 113 of the federal return, as well as on line 114 of the Quebec return.

If you entered net federal supplements paid in Box 21, this amount will be reported on line 146 of the federal return and added to the total income, but it will also be included in the deductions on line 250 in order to be excluded from taxable income.

Likewise, this amount will be reported on line 148 of the Quebec return and added to the total income, but it will also be included in the deductions on line 295 in order to be excluded from taxable income.