Tax credit for home-support services for seniors -
Deceased spouse - Family head widowed
If you are the designated family head and your spouse has passed
away in the tax year, you must account for this by filing a final
return for the deceased spouse. To do so, please follow the steps
below for your file:
1- First, in the "Identification" section of
the "Left side menu on the Interview tab", choose
"Widowed" to the question "Marital status
on December 31, 2019", and for the question "Did
your marital status change in 2019?" select
"Change".
2- Enter the relevant information in the Current address, CRA
questions, Revenu Quebec questions, Quebec prescription drug
insurance plan and Solidarity tax credit.
3- Back in the "Left side menu on the Interview
tab", select "Marital status change".
4- On the page to the right, for the question "Change in
your marital status in 2019", select "Taxpayer
became widowed" in the drop-down menu and enter the date
of change.
5- Subsequently, enter the information required to complete your
tax returns.
6- Under "Senior home support", choose the
appropriate option (s) from the screen to your right
Then, in the deceased person's file, follow these specific
steps:
1- On the "Left side menu on the Interview
tab", select "Interview setup".
2- On the screen that appears to the right, check the box for
"Tax return for a deceased person" and click on
"Next" at the bottom of the page.
3- Return to the "Left side menu on the Interview
tab" and select "Deceased".
4- Fill out the new page that appears to your right according to
the information that you have for the deceased spouse and choose
the "Final return" option.
5- Subsequently, enter the information required to complete your
spouse's tax returns.
The program will generate schedule J of Quebec in the file of
the head of the family for the home support of the
seniors.
NOTE: If your spouse or estate has received
a RC249 slip, be sure to enter the
information under "Post-death decline in the
value" topic.
For Quebec residents, we recommend that the surviving spouse
claim the QDIP (Quebec Drug Insurance
Plan) premium. Nevertheless, this remains the
individual's decision.
NOTE - You
cannot NETFILE the tax return of a
deceased individual, as per CRA rules.
You must print and mail it. (However, if you are a
professional tax preparer, you can file the return
through EFILE).
https://www.revenuquebec.ca/en/citizens/tax-credits/tax-credit-for-home-support-services-for-seniors/
ID: 20191008111359NAX.xml
Webpage: KPA310-20191008111359NA.htm
