Married dependants living in your homeIf your parents are living with you, without necessarily being your dependents from a financial standpoint, you will have to account for their situation during tax season.
First, you must create a file for your parents so that they can file their returns separately and transmit them to the competent authorities.
If there are any remaining credits that each spouse is not able to claim for themselves, and they allow you to claim them, as well as the credit for caregivers, please proceed as follows:
1. Under the "Interview", tab online "Family head" or the first person, click on "Add a dependent" which is located to the right on this line.
2. On the "Left-side menu of the Interview tab", select "Identification", fill in the page that appears on your right and for the line "Marital Status on December 31, 2021", select "Single" in the drop-down menu.
3. For the question "Does this taxpayer require a tax return?" in the drop-down menu on your right, choose "No", because the information is used only to allow you to claim certain credits, as both your parents will have produced their own tax returns. Click on "Next".
4. Return to the "Left-side menu on the Interview tab" and select the option "Net income". Then, on the screen to your right, enter the relevant information. You can find the net income for your dependents on line 23600 of the Federal return and on line 275 of the Quebec return.
5. Under the heading "Medical and disability" on the right-hand page, select the options that are appropriate for each parent, such as the "Infirmity and disability amounts for the dependent" option. In addition, you must complete the "Canada caregiver amount to claim for this dependent (line 30450) / Quebec Schedule H - Eligibility and dates of the qualifying period for this dependent (Quebec line 462)".
Federal Schedule 5 will be generated in your return and will indicate whether you can claim the credit for caregivers, while for residents of Quebec, Schedule H will be generated by the program if you qualify.
Attention - For medical expenses if the dependent has paid for them, you cannot enter them in their file.
However, if you have paid for certain medical expenses please add them to his file and keep proof that you paid them.
Return to your file under the heading "Quebec Tax Credits".
On the right-hand page, scroll down to "Quebec line 462" group and click on the plus sign "+" icon to the right of the line "Schedule H - Dwelling information for the tax credit for caregiver".
In the page that appears, select the options that are relevant to your situation.
Finally, if the dependent can no longer transfer some credits to you the following year, then delete this file from your folder.
ID: 20211027135739DE.xml
Webpage: KPA340-20211027135739DE.htm