Sharing tax credits between spouses - Schedule B - Part B - QuebecThe program automatically optimizes the age amount and/or the amount for retirement income. However, if you are not satisfied with this optimization, you may correct the amount yourself. To do so, please follow the procedure below:
1- On the ''Left side menu of the Interview tab'' of the file of the person for whom you wish to make the correction, select "Quebec credits".
2- On the screen to your right, choose the line ''Sharing tax credits between spouses on Quebec Schedule B, C, J and P".
3- On the new page generated, for the line ''Quebec - Schedule B - Person living alone /age /retirement income'', select the option that corresponds to your situation from the drop-down menu to the right. If you chose the option "Claim portion", enter the amount you are claiming in the field preceded by the sign "$''.
If despite sharing the tax credits there is a remaining balance owing for one of the spouses, you may transfer part of your refund to that spouse, if applicable.
To transfer, please follow these steps:
1- On the file of the person entitled to a refund, in the "Left side menu on the Interview tab", select the "Refund or balance owing, prior year data".
2- On the right-hand side of the page, select "Transfer your Quebec refund to your spouse".
3- On the page that is generated, for the line ''Transfer refund to spouse'', select the option that applies to you in the drop-down menu. Usually, the option ''Transfer to spouse (optimal)'' is appropriate.
The amount that you transferred to your spouse will be reported on line 476 of your Quebec return and will also appear on line 477 of your spouse's Quebec return.
ID: 20210927161210DE.xml
Webpage: KPA365-20210927161210DE.htm