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同是Ufile患友答疑

本文发表在 rolia.net 枫下论坛Ufile比Turbotax便宜是有原因的,在加同住父母时,和其它报税软件一样,主申请人页面上方的add dependent,分别加上你父母的信息。但是,在婚姻状况一栏,居然木有“已婚“状态,去年为我用Ufile报时,情急之下只好给他们选为"Single"....以为国税局应该会理解,结果报完税后不断收到国税局来信说因为他们婚姻状态改变要求我们退GST啥的,我们只好写信去解释说报税时填错了,实在头痛,但是一直以为是自己报税时没选对地方。今年又买了Ufile, 周五报税时加他们为dependant在选他们婚姻状态时又没有"married"选项,只好上网搜答案,结果才意识到这是Ufile软件的弊端,唯一的解决办法是在加完父母为dependant填信息时,选"Single", 但是在"Does this taxpayer require a tax return?" 项下,一定要选"No",否则用Ufile递交税表时会自动把他们的税也一起报了,而且是"Single"状态...选"No“就是只把他们的信息用于计算你的稅项比如care giver amount。给他们报税需要再重现建立一个file,报他们两个人...原来用TurboTax就免去这步了,因为加他们为dependant时可以选已婚状态可以在递交主申请人税表时一并递交了....为了确认我还发信给Ufile,答复和网上查到的一样:

Married dependents living in your home

If your parents are living with you, without necessarily being your dependents from a financial standpoint, you will have to account for their situation during tax season.

First, you must create a file for your parents so that they can file their returns separately and transmit them to the competent authorities.

If there are any remaining credits that each spouse is not able to claim for themselves, and they allow you to claim them, as well as the credit for caregivers, please proceed as follows:

1. Under the "Interview", tab on line "Family head" or the first person, click on "Add a dependant" which is located to the right on this line.


2. Under the "Left-side menu on the Interview tab", select "Identification", fill in the page that appears on your right and for the line "Marital Status on December 31, 2015", select "Single" in the drop-down menu.


3. For the question "Does this taxpayer require a tax return?" in the drop-down menu on your right, choose "No", because the information is used only to allow you to claim certain credits, as both your parents will have produced their own tax returns. Click on "Next".


4. Return to the "Left-side menu on the Interview tab" and select the option "Net income". Then, on the screen to your right, enter the relevant information. You can find the net income for your dependants on line 236 of the Federal return and on line 275 of the Quebec return.


5. In the "Medical, disability, caregiver" option on the page to the right, select the items that correspond to the credits you want to claim for each parent, such as the "Caregiver amount to claim for this dependant (line 315, Quebec line 462)" or the "Infirmity and disability amounts for the dependent".

Federal Schedule 5 will be generated in your return and will indicate whether you can claim the credit for caregivers, while for residents of Quebec, Schedule H will be generated by the program if you qualify.

Finally, if the dependent can no longer transfer some credits to you the following year, then delete this file from your folder.更多精彩文章及讨论,请光临枫下论坛 rolia.net
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Replies, comments and Discussions:

  • 枫下家园 / 钱财税务 / 请教如何给移民的父母和自己住在一起用UFILE报税的问题?不知应填哪项,谢谢!
    • 同是Ufile患友答疑
      本文发表在 rolia.net 枫下论坛Ufile比Turbotax便宜是有原因的,在加同住父母时,和其它报税软件一样,主申请人页面上方的add dependent,分别加上你父母的信息。但是,在婚姻状况一栏,居然木有“已婚“状态,去年为我用Ufile报时,情急之下只好给他们选为"Single"....以为国税局应该会理解,结果报完税后不断收到国税局来信说因为他们婚姻状态改变要求我们退GST啥的,我们只好写信去解释说报税时填错了,实在头痛,但是一直以为是自己报税时没选对地方。今年又买了Ufile, 周五报税时加他们为dependant在选他们婚姻状态时又没有"married"选项,只好上网搜答案,结果才意识到这是Ufile软件的弊端,唯一的解决办法是在加完父母为dependant填信息时,选"Single", 但是在"Does this taxpayer require a tax return?" 项下,一定要选"No",否则用Ufile递交税表时会自动把他们的税也一起报了,而且是"Single"状态...选"No“就是只把他们的信息用于计算你的稅项比如care giver amount。给他们报税需要再重现建立一个file,报他们两个人...原来用TurboTax就免去这步了,因为加他们为dependant时可以选已婚状态可以在递交主申请人税表时一并递交了....为了确认我还发信给Ufile,答复和网上查到的一样:

      Married dependents living in your home

      If your parents are living with you, without necessarily being your dependents from a financial standpoint, you will have to account for their situation during tax season.

      First, you must create a file for your parents so that they can file their returns separately and transmit them to the competent authorities.

      If there are any remaining credits that each spouse is not able to claim for themselves, and they allow you to claim them, as well as the credit for caregivers, please proceed as follows:

      1. Under the "Interview", tab on line "Family head" or the first person, click on "Add a dependant" which is located to the right on this line.


      2. Under the "Left-side menu on the Interview tab", select "Identification", fill in the page that appears on your right and for the line "Marital Status on December 31, 2015", select "Single" in the drop-down menu.


      3. For the question "Does this taxpayer require a tax return?" in the drop-down menu on your right, choose "No", because the information is used only to allow you to claim certain credits, as both your parents will have produced their own tax returns. Click on "Next".


      4. Return to the "Left-side menu on the Interview tab" and select the option "Net income". Then, on the screen to your right, enter the relevant information. You can find the net income for your dependants on line 236 of the Federal return and on line 275 of the Quebec return.


      5. In the "Medical, disability, caregiver" option on the page to the right, select the items that correspond to the credits you want to claim for each parent, such as the "Caregiver amount to claim for this dependant (line 315, Quebec line 462)" or the "Infirmity and disability amounts for the dependent".

      Federal Schedule 5 will be generated in your return and will indicate whether you can claim the credit for caregivers, while for residents of Quebec, Schedule H will be generated by the program if you qualify.

      Finally, if the dependent can no longer transfer some credits to you the following year, then delete this file from your folder.更多精彩文章及讨论,请光临枫下论坛 rolia.net
      • 非常感谢, 实际上是申请 - Caregiver amount to claim for this dependant? 是不是TAXSTUDIO更好用些?
        • Taxturbo 不好用,caregiver amount 在line 315中已经显示,但不返钱,不是可以返1700/parents 吗?
          • 你把老人去掉就会看到软件已经算过并自动退过税了
      • 去年我也因为这个原因深受其害,让税务局改。今年都花钱买了Ufile,发现还是同样问题,果断弃用了,太烦人了。