Tax credit for home-support services for seniors - Spouses living in two places

If your couple meets the following criteria:

a) You and your spouse have lived in different homes throughout the tax year, one in the dwelling or residence and the other in a residence for people in need of assistance.
b) You are both 70 or older and wish to claim the tax credit for home-support for seniors.
c) Your spouse has received advance payments for the tax credit for home-support for seniors.

Please follow the steps below:
1. In the file of the family head, on the left-side menu of the " Interview " tab, you must first select "Senior home support".
2. On the right-hand side of the screen, select the option that corresponds to your situation such as your own house or other, and enter the relevant information.
3. Then, return to the "Senior home support" page and, for the dependent spouse, select " Private Senior's residence for your spouse who lived in another apartment or room from you". Note that a private institution not under agreement that operates a residential and long-term care center (CHSLD) is the equivalent of a private seniors' residence.
4. However, if your spouse was transferred to a non-eligible institution, such as a CHSLD under agreement (publicly funded), in the "Months not eligible" section, select the months for which your spouse was hosted.

NOTE: The cost of accommodation in a CHSLD under agreement is considered as medical expenses and you should enter it in the spouse's file in the "Medical, disability, caregiver" section, online "Fees for a residential and long-term care center" of the sub-section "Medical expenses".

If you receive a refund whereas your spouse has a balance due and want to transfer your refund to your spouse, proceed as follows:

1. In your file, still in the left side menu on the " Interview " tab, select "Refund/balance owing".
2. On the screen to your right, choose the line "Transfer your Quebec refund to your spouse".
3. In the drop-down menu on the far right, select the line that corresponds to your decision.

The amount you have transferred to your spouse will be entered by the program on line 476 of your Quebec return and will also be carried over on line 477 of your spouse's Quebec return.

Schedule J will be generated with the worksheet showing the difference between the spouses.

For more information, please consult the following links:

https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/in-151-v/

https://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/completing-your-income-tax-return/line-by-line-help/451-to-480-refund-or-balance-due/line-458/

ID: 20210915163158CA.xml

Webpage: KPA365-20210915163158CA.htm

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