Spouse - Newcomers to Canada - Immigrants
You are a resident of Canada and your spouse immigrated to
Canada during the tax year.
As a first step, you must indicate in your file that your spouse
has joined you. To do this, follow these steps:
1 - On the "Left side menu on the Interview tab", select
"Interview setup".
2 - On the screen on the right, check "Immigrant,
emigrant, non resident taxpayer, you are a Canadian resident and
your spouse immigrated to Canada in the year" and click
"Next" at the bottom of the page.
3 - Return to the "Left side menu on the Interview tab"
and select "Immigrant, emigrant, non-resident".
Then, in the screen on your right, click on the "+" icon next to
the line "You are a Canadian resident and your spouse
immigrated to Canada in 2019".
4 - On the new page that opens, specify your net
income while you were living in Canada
with your spouse, as only this amount will be
considered to apply the spousal amount on line 30300 of the federal
return.
Thereafter, complete your return.
You must add your spouse to the file. To do this, follow these
steps:
1 - Under the Interview tab, next to the line "Family
head", click on "add a spouse".
2 - This will bring you to the page "Spouse
identification" of the Interview tab. Enter the information
regarding the spouse. Complete also the pages "CRA
Questions" and, if you are a Quebec resident,
"Revenu Québec questions" by selecting the
appropriate section from the "Left side menu on the Interview
tab".
3 - Then return to the "Left side menu on the Interview
tab", select "Interview setup"; and in the
page on the right, check the box "Immigrant, emigrant,
non-resident taxpayer, you are a Canadian resident and your spouse
immigrated to Canada in the year" and click on
"Next" at the bottom of the page.
4 - Return to the "Left side menu on the Interview tab",
select "Immigrant emigrant, non-resident" and in
the screen on your right, click on the "+" icon next to the line
"You immigrated to Canada in 2019".
5 - On the page "Immigration to Canada", make
sure to complete all the fields marked with a red asterisk
"*" as they are mandatory.
6 - For the "Canadian sourced income (excluding
Part XIII income) earned when you were not a resident of
Canada", choose the option which suits you from the
drop-down menu and enter the income earned. Enter $0 if there is
none.
7 - For "Canadian sources Part XIII income PLUS
foreign sourced income earned when you were not a resident of
Canada", indicate the country in which the income was
earned and indicate the source of income by selecting the
appropriate option from the drop-down menu, and enter the earned
income. Enter $0 if there is none.
8 - Complete the remaining fields on the page if applicable. If
you do not have income from these sources, do not enter a value,
leave the fields blank.
The program will generate schedule 5 with the amount for
spouse
You can file the spouse's federal return using NETFILE. However,
for Quebec residents, the provincial tax return of a newcomer must
be sent by mail.
For more information on new arrivals, please visit the following
links:
For the CRA:
https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/individuals-leaving-entering-canada-non-residents/newcomers-canada-immigrants.html
https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/individuals-leaving-entering-canada-non-residents/leaving-canada-emigrants.html
For Revenu Quebec:
https://www.revenuquebec.ca/en/citizens/your-situation/new-residents/
https://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/completing-your-income-tax-return/line-by-line-help/1-to-51-information-about-you-and-your-spouse/line-18/
ID: 20191008110623NAX.xml
Webpage: KPA310-20191008110623NA.htm
