T4A Slip - Box 109 - Periodic payments from an unregistered Plan

You received a T4A slip with an amount shown in Box 109 regarding periodic payments from an unregistered plan.

To report this amount, please follow the steps below:

1- On the "Left side menu on the Interview tab", select "Interview setup".
2- On the screen on your right, go to the "Pension" group, check the box for "Pension income. Other income and split pension income (T4A, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF, T1032)" and click "Next" at the bottom of the page.
3- Return to the "Left side menu on the Interview tab" and select "Pension income, T4A". On the page to your right, choose "T4A - Pension, retirement, annuity, and other income".
4- On the page that appears entitled "T4A - Pension, retirement, annuity and other income", go to line "Other information (click on the triangle to see the list of choices)" located in the middle of the page. Then, from the drop-down menu, choose the option "(109) Periodic payments from an unregistered plan (Box O code RZ) " and enter the amount shown on your T4A slip.

The amount will be entered by the program on line 13000 - "Other income" of the federal return and, for residents of Quebec, on line 154 - "Other income" of the Quebec return, with Code 03 displayed on line 153.

https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/completing-slips-summaries/financial-slips-summaries/rrsp-contribution-receipt-return/reporting-rrsp-contributions/what-included-contribution-record/transfers/retiring-allowance.html



 

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Webpage: KPA390-20190930110248NA.htm

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