T1213(OAS) Request to Reduce Old Age Security Recovery Tax at Source for Year

T1213(OAS) Request to Reduce Old Age Security Recovery Tax at Source for Year

Instructions

Enter the year you want to reduce the OAS recovery tax at the source.

Enter your full name and social insurance number
Enter your current mailing address (all correspondence will go to this address)
Enter a telephone number where the CRA can reach you during the day in case it needs to contact you

Enter the amounts that apply on lines 1 to 11. If you are submitting this form:

before November 1, include the estimated amounts you expect to receive and will be reporting when filing your income tax return for the current year
after November 1, provide the estimated amounts for the next year:

1 – Employment income: Annual income from employment before deductions

2 – OAS Pension: Annual pension amount before tax deductions (do not subtract OAS recovery tax)

3 – CPP/ QPP Benefits: Annual pension amount before tax deduction

4 – Other pensions and superannuation: Annual pension income including elected split pension income before tax deduction

5 – Taxable amount of dividends from taxable Canadian corporations: Eligible and other than eligible dividends

6 – Interest and other investment income: All investment income

7 – Net rental income: taxable net income (if a loss, show the amount in brackets)

8 – Taxable capital gains: Gains reported on information slips or disposition of property

9 – Registered retirement savings plan (RRSP) income: Withdrawals and annuity payments

10 – Registered retirement income fund (RRIF): Minimum and excess amounts

11 – Other income: The type of income, such as business or professional income

Enter the estimated amounts you expect to deduct on lines 13 and 14 when filing your return for the year:

13 – Carrying charges and interest expenses: Deductions to earn interest and other investment income

14 – Other deductions: The type of deduction but exclude pension income splitting as it is not a deduction to reduce OAS recovery tax

If you will be claiming the disability amount for self or dependants, tick the yes box
If you will have eligible medical expenses, tick the yes box and enter the amount on line 17
If you will have eligible charitable donations or government gifts, tick the yes box and enter the amount on line 18
Other non-refundable tax credits: If you have any, specify the type and enter the amount on line 19

On lines 20 to 24, enter the estimated income tax amount that will be deducted from all sources of income:

20 – Income tax deducted from your RRSP or RRIF

21 – Income tax deducted from your CPP or QPP (specify CPP or QPP on the line below)

22 – Income tax deducted from your OAS benefits (do not include OAS recovery tax)

23 – Income tax deducted from all your other current-year sources (if you are a resident of Quebec, enter federal income tax only)

24 – Tax instalments paid to date for the current year

Sign and date this form to certify the information provided and to authorize Service Canada to reduce your OAS recovery tax.

Send this filled out form with copies of all supporting documents ⁽³⁾:

Online:

Individuals or their representatives can submit online through My Account or Represent a Client at canada.ca/taxes:

Select the Submit Documents services
Follow the instructions and select the topic "Contact Centre and International Correspondence"
Upload your form and supporting documents

By Mail or Fax:

Sudbury Tax Centre
PO Box 20000 Station A
Sudbury ON P3A 5C1
Fax: 418-562-3368 or 1-833-697-2401

⁽³⁾ Keep your original supporting documents for your records.