Spouse - Entering the incomeIf your spouse has already filed his or her tax return or is planning to file it alone, you must nonetheless take into account the income that he or she earned in the tax year when preparing your tax return. To do so, follow these steps:
1. On the "Left-side menu under the Interview tab", select "Spouse interview type".
2. For the line "What information will you provide for your spouse?", the program will indicate by default in the drop-down menu "Complete information (recommended)". If your spouse has already filed his or her tax return or is planning to file it alone, then you must select from this drop-down menu the option "Net income only" and click on "Next" at the bottom of the page.
3. You must enter your spouse's net income as indicated on line 23600 of his or her federal tax return and, if he or she resides in Quebec, the amount displayed on line 275 of the Quebec return. Moreover, if your spouse has received the universal child care benefit, this income must also be reported.
4. If you wish to claim certain federal and provincial credits as per your spouse's Schedule 2, you should answer "Yes" to the last question and click on "Next" at the bottom of the page.
5. Return to the "Left-side menu under the Interview tab" and select the new item "Spouse - Schedule 2 transfers".
6. On this new page, enter the information that is required by the program to calculate these transfers. The amounts entered must be the same as those displayed on the spouse's return. Once this information is entered, click on "Next" at the bottom of the page.
Please note that entering these income amounts is mandatory.
These Schedule 2 transfers apply only to your federal return.
Also, please note :
1. The program cannot optimize your tax returns.
2. The splitting of the pension income with your spouse will not be made.
3. The family tax cut will not be performed.
4. If your spouse died in the tax year, you cannot file your return correctly.
In addition, for Quebec residents, please note:
1. That the spouse cannot transfer his or her non-refundable credits as per line 431 of the Quebec return.
2. That the calculation for the tax credit respecting the work premium of Schedule P will not be performed correctly, which could result to a reassessment notice from Revenu Québec.
In fact, if you want to optimize your tax returns, you should select "Complete Information (Recommended)".
ID: 20200929155241NA.xml
Webpage: KPA340-20200929155241NA.htm