How to enter adoption expenses - Quebec
For the Canada Revenue Agency (CRA), you can request a
non-refundable tax credit on line 31300 in Step 5 of the federal
return, for the adoption of a child under the age of 18 years,
depending on the expenses incurred. For the 2018, the maximum
amount is $ 15,905 which is indexed each year by the
CRA.
For Quebec, a refundable credit is
granted on line 462 for adoption fees per child, and this
refundable credit is equivalent to 50% of adoption
expenses, which is limited to $ 20,000.
A - To claim this credit, please follow these steps:
1. In the file of the Family head or spouse,
under the "Left-side menu under the Interview tab'', select
"Interview setup''.
2. On the right-hand side of the screen, go to the "Parents
and children" group, check the box for "Adoption
expenses and treatment of infertility" and click "Next"
at the bottom of the page.
3. Return on the "Left-side menu under the Interview
tab", select "Adoption expenses and treatment of
infertility" and on the screen to the right, choose
"Schedule 1 line 313 - Adoption expenses for an adopted child
(TP-1029.8.63 - Tax credit for adoption expenses)".
4. On the page titled ''Adoption expenses", enter
the relevant information in the adopted child's file.
B - To share the credit between spouses, follow these
steps:
At the bottom section of the page, you can transfer the credit
to the other adoptive parent.
1. To determine the amount that you want to transfer to your
spouse, go to the "Tax return" tab and on the left side of
the screen, choose the line ''Adoption expenses
(federal)". On this page, on line 10 you will find the
total amount of adoption expenses, which will help you
determine the amount you want to transfer to your spouse.
2. For Quebec, in the "Tax returns" tab, go to the
''TP- 1029.8.63 - Adoption ex.'' page to view the total
amount of adoption expenses and the tax credit entered on
line 11.
3. Return to the ''Interview'' tab and the "Adoption
expenses" page, choose the line "Amount of expenses claimed
by other adoptive parent'' and enter the amount.
4. For Quebec residents, transfer the credit on the line
''Tax credit claimed by the other adoptive parent
(Quebec) " and enter the credit you are transferring.
For more information about this topic, please consult the
following links:
For the CRA:
https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/line-313-adoption-expenses.html
For Revenu Québec:
https://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/completing-your-income-tax-return/line-by-line-help/451-to-480-refund-or-balance-due/line-462/point-6/
The program will carry over the credit on line 31300 of
federal Step 5, and for Quebec the refundable tax credit
will appear on line 462 and code 06 will be entered in line
461.
ID: 20200205165008DE.xml
Webpage: KPA340-20200205165008DE.htm
