Transfer the data from a spouse to a new tax return where he (she) is the family head

Unfortunately, there is no automated tool which can transfer data from a spouse to a new tax return where he (she) is the Family Head. You will need to enter the data manually.

The amounts carried forward can be found in the PDF or paper copy of the tax return from the prior year, in the sections "T1 Comparative summary", "TP1 Comparative summary" (for Québec residents) and "Summary of carryforward amounts".

NOTE: A portion of the amounts carried forward (RRSP, tuition fees, capital gains) can be found in the Notices of Assessment from the CRA or from Revenu Québec for Quebec residents.

ID: 20201102104641NA.xml

Webpage: KPA340-20201102104641NA.htm

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