Pensions and savings plans
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Pensions and saving plans
Interview setup
Text version of the above image
UFile screen
Under Interview tab
Family Head sub-tab
Interview setup topic is highlighted
Pension and other income section is highlighted
Pension income, other income and split pension income, COVID-19 benefits (T4A, T4FHSA, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF, T1032) is ticked
- Click Interview setup in the left-side menu
- In the Pension and other income section, tick the box next to Pension income, other income and split pension income, COVID-19 benefits (T4A, T4FHSA, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF, T1032)
- Click Next
Canada Pension Plan - Child benefit
- To enter the information from the T4A(P) slip in the child’s profile, select Yes to the question Did this dependant have any income in 2024? in the Dependant ID topic in order to see the Pension and other income section in the Interview setup
T4A, T4FHSA, pension and retirement income
Text version of the above image
UFile screen
Under Interview tab
Family Head sub-tab
T4A, T4FHSA and pension income topic is highlighted
T4A, T4FHSA, Pension and retirement income page
T4A – Pension, retirement, annuity, and other income (COVID-19 benefits) is highlighted
T4FHSA – First home savings account statement is highlighted
T4A(OAS) – Old age security pension income is highlighted
T4A(P) – Statement of Canada or Québec pension plan benefits is highlighted
T4RIF – Income from registered retirement income fund is highlighted
T4RSP – Income from registered retirement savings plan is highlighted
- Click T4A, T4FHSA and pension income in the left-side menu
- Click the + sign next to T4A(OAS) – Old age security pension income
T4A(OAS)
Text version of the above image
UFile screen
Under Interview tab
Family Head sub-tab
T4A(OAS) old age security topic
T4A(OAS) page
- Enter the amounts from the individual’s T4A(OAS) slip into the corresponding fields
- Click Next
- Click the + sign next to T4A(P) – Statement of Canada or Québec pension plan benefits
T4A(P) – Statement of Canada Pension Plan Benefits
Text version of the above image
UFile screen
Under Interview tab
Family Head sub-tab
T4A(P) CPP/QPP benefits topic
T4A(P) – Statement of Canada Pension Plan Benefits page
- Enter the amounts from the individual’s T4A(P) slip into the corresponding fields
- Click Next
UFile tip
You are not required to enter the amount found in box 20 of the T4A(P) slip. The software automatically enters it for you.
- Click the + sign next to T4A – Pension, retirement, annuity, and other income (COVID-19 benefits)
T4A – Pension, retirement, annuity and other income
Text version of the above image
UFile screen
Under Interview tab
Family Head sub-tab
T4A annuity income topic
T4A – Pension, retirement, annuity and other income page
- Enter the amounts from the individual’s T4A slip into the corresponding fields
- If the amounts from boxes 024 and 194 were received because the spouse is deceased:
- enter the amount from box 024, into the appropriate field from the Annuities drop-down menu which includes the words – death of spouse
- enter the amount from box 194 into the PRPP payments – death of spouse field
- Fields 105, 131, 133, 197 to 204, and 211 are found in the Other information (COVID-19 benefits) drop-down menu
- Fields 144, 146 and 148 are found in the Footnotes relating to specific T-slip entries and Box 135 drop-down menu
- Click Next
- Click the + sign next to T4RIF – Income from registered retirement income fund
T4RIF
Text version of the above image
UFile screen
Under Interview tab
Family Head sub-tab
T4RIF RRIF income topic
T4RIF – RRIF income page
- Enter the amounts from the individual’s T4RIF slip into the corresponding fields
- If the amount from box 016 was received because the spouse is deceased, enter the amount into the Taxable amounts from a RRIF upon death of spouse field
- Click Next
- Click the + sign next to T4RSP – Income from registered retirement savings plan
T4RSP
Text version of the above image
UFile screen
Under Interview tab
Family Head sub-tab
T4RSP RRSP income topic
T4RSP - RRSP income page
- Enter the amounts from the individual’s T4RSP slip into the corresponding fields
- If the amount from box 016 was received because the spouse is deceased, enter the amount into the Annuity payments from RRSP - death of spouse field
- Click Next
- Click the + sign next to T4FHSA – First home savings account statement
T4FHSA
Text version of the above image
UFile screen
Under Interview tab
Family Head sub-tab
T4FHSA statement topic
T4FHSA – First home savings account statement page
- Enter the amounts from the individual’s T4FHSA statement into the corresponding fields
- Click Next
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2025-01-30