T4A(P) slip - Box 18, CPP or QPP death
benefit
If you received the death benefit amount and you are a
beneficiary of the deceased person's estate, you can choose to
include it either on line 11400 of your federal return, and
for Quebec resident on line 154 of the Quebec return.
Also, you can report this benefit on a T3 Trust Income
Tax and Information Return (TP-646 for Quebec) for the estate. The
amount of tax payable may be different, depending on which return
you use.
Do not report the death benefit on the deceased
person's individual tax return.
For more information about the T3 Trust Income Tax and
Information Return, consult the T4013 - T3 Trust Guide:
https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4013.html,
For Quebec, consult the TP-646.G-V - Guide to Filing
the Trust Income Tax Return:
https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/tp-646-v/.
Please note that the program does not support the T3
nor the TP-646 return.
To include this amount on your own return, please
follow these steps:
1. On the "Left-side menu on the Interview
tab", select the "Interview setup".
2. Then, on the page appearing on the right, go to the
"Pension" group, check the box ''Pension income and split
pension income (T4A, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF,
T1032)" and click on "Next" at the bottom of the
page.
3. Return to the "Left-side menu on the Interview
tab" and select the "Pension income, T4A, split
pension".
4. On the right-hand side, choose the option
"T4A(P) - Statement of Canada Pension Plan Benefits". For
Quebec residents, the option is "T4A(P) - Statement of Quebec
Pension Plan Benefits (RL-2)".
5. Enter in ''Box 18 - death benefit'' the
amount of death benefit received, and then click "Next" at
the bottom of the page.
The program will enter this amount on line 11400 of
your federal return and on line 154 of your Quebec return.
ID: 20191127133236DE.xml
Webpage: KPA390-20191127133236DE.htm
