Spouse - Entering the income
If your spouse has already filed his or her tax return or is
planning to file it alone, you must nonetheless take into account
the income that he or she earned in the tax year when preparing
your tax return. To do so, follow these steps:
1. On the "Left-side menu under the Interview tab",
select "Spouse interview type".
2. For the line "What information will you provide for your
spouse?", the program will indicate by default in the drop-down
menu "Complete information (recommended)". If your spouse
has already filed his or her tax return or is planning to file it
alone, then you must select from this drop-down menu the option
"Net income only" and click on "Next" at the bottom
of the page.
3. You must enter your spouse's net income as indicated
on line 23600 of his or her federal tax
return and, if he or she resides in Quebec, the amount
displayed on line 275 of the Quebec return. Moreover, if your
spouse has received the universal child care benefit, this income
must also be reported.
4. If you wish to claim certain federal and provincial credits
as per your spouse's Schedule 2, you should answer "Yes" to
the last question and click on "Next" at the bottom of the
page.
5. Return to the "Left-side menu under the Interview tab"
and select the new item "Spouse - Schedule 2 transfers".
6. On this new page, enter the information that is required by
the program to calculate these transfers. The amounts entered must
be the same as those displayed on the spouse's return. Once this
information is entered, click on "Next" at the bottom of the
page.
Please note that entering these income amounts is mandatory.
These Schedule 2 transfers apply only to your federal
return.
Also, please note :
1. The program cannot optimize your tax returns.
2. The splitting of the pension income with your spouse will not
be made.
3. The family tax cut will not be performed.
4. If your spouse died in the tax year, you cannot file your
return correctly.
In addition, for Quebec residents, please note:
1. That the spouse cannot transfer his or her non-refundable
credits as per line 431 of the Quebec return.
2. That the calculation for the tax credit respecting the work
premium of Schedule P will not be performed correctly, which could
result to a reassessment notice from Revenu Québec.
In fact, if you want to optimize your tax
returns, you should select "Complete Information
(Recommended)".
ID: 20200929155241NA.xml
Webpage: KPA340-20200929155241NA.htm