Death of a RIFF Annuitant - Designated Benefit - T4RIFYour question is "I received a T4RIF slip with an amount in Box 18, and my spouse died. How do I proceed?".
First, as the legal representative of the annuitant or his designated beneficiary, you must to fill out the federal form T1090 and, for the residents of Quebec, form TP-961.1.
It should be noted that these forms are not generated by the program, you must fill them on the Canada Revenue Agency's website and / or Revenu Québec's website.
To find these forms, consult the following links:
For the CRA:For Revenu Québec:
https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/tp-961.8-v/
For more information on reducing the annuitant's income, please visit:
To deduct the amount transferred to you in Box 18 of the T4RIF slip, please follow the procedure below:
1. On the "Left-side menu on the Interview tab", select the "Other deductions and credits".
2. Choose "Other Deductions and Credits" and on the screen to your right, click on the plus sign "+" icon to the right of the line "Federal Line 23200 - Other deductions (Quebec line 250)".
3. A new page will appear with the header "Other deductions". On this page, go to "Description and amounts of other deductions not included in the CNIL".
4. On the first field, indicate the source of the deduction, for example "T1090 and TP-961.1 amount transfer to the spouse", and in the second field the amount to be deducted.
You must print both return and send them by mail as well as form T1090
ID: 20191007110924DE.xml
Webpage: KPA390-20191007110924DE.htm