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Transferring tuition using the TP1T and TP1S

by Intuit Updated 5 months ago

Entering the dependant information

Ensure that you are filling out the necessary forms in the dependant’s return and not the parent’s return.

1. Navigate to the Dependant form.
2. Fill out the dependant’s information on the Dependant form.
3. Right-click on any line and select Return for (First Name) from the menu.

This creates and links the dependant return to the parent’s return.


Completing the T2202 and RL8

1. Navigate to the T2202 form.
2. Enter the description of the tuition.
3. Enter the Tuition fees paid in Box 26.
4. Enter the number of months enrolled into either box 24/B or 25/C, depending if the slip is for part-time or full-time.
5. Navigate to the RL8.
6. Enter the description of the post-secondary amount.
7. Enter the value into Box A.
8. Complete the rest of the return.

Note: The maximum allowed claim for full time postsecondary studies on the RL8 is $7074.00 and $3537.00 for part time, respectively.


Completing the T4A

Note: T4A is only applicable if a student received any bursaries, grants for scholarships, etc.

1. Navigate to the T4A.
2. Enter the value for either Eligible for full-time education amount or Eligible for part-time education amount.

This value will populate Box RB on the RL1.


Completing the TP1S

1. Navigate to the TP1S. Values from the RL-8 populate and automatically calculate the transfer amount on Line 16.
2. Select the relationship using the drop-down box under Additional Information in Section B to transfer the credit.
3. Enter the name of the parent.


Completing the TP1T

1. Navigate to the TP1T form.
2. Enter the Unused portion of tuition for the previous year on Line 34. if applicable.
3. Enter the last name and first name of the parent receiving the transfer.
4. Select the Relationship to you value using the drop-down box.
5 Copy the value from Line 66 of section B onto Line 68.

Note: If the dependant's return is not family linked, ensure values under sections Transfer from dependants, Additional information - Quebec, and Transfers from dependants - Quebec are manually filled out based on the values in forms T2202, RL-1, Rl-8, TP1T, and TP1S.


Completing the TP1A

Note: Do not override values in the TP1A, as that will result in EFILE errors.

1. Navigate to the TP1A after completing the above forms.
2. Ensure the values under Section A are correct.

The TP1 will now be reflected by the tuition transfer on Line 367 and Line 398.1.


Troubleshooting Issues

If linking a dependant's return to a parent's return, ensure Allow Family Linking is selected under Options -> Module.

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