Specific situations

• Click the + sign next to You immigrated to Canada in 2024

Immigration to Canada

• Enter the individual’s Date of entry
• If the individual identified they had a spouse, the tax software generates the additional field, Your net income while you were living in Canada with your spouse
  • if both spouses share the same date of entry and have been living together (married or common-law) since that date, leave this field blank to allow the tax software to use the amount from line 23600
  • if the spouse has a different date of entry than the individual, enter the individual’s net income for the time spent living in Canada with their spouse
  • scroll down

Immigration to Canada

• In the Canadian sourced income (excluding Part XIII income) earned when you were not a resident of Canada section:
  • select the applicable response from the Source of income drop-down menu
  • enter the amount (in Canadian dollars) into the next field
  • if the individual does not have any income to report, select any source of income and enter $0.00
• In the Canadian source Part XIII income PLUS foreign sourced income earned when you were not a resident of Canada section:
  • enter the individual’s country of origin into the Name of country field
  • select the applicable response from the Source of income drop-down menu
  • enter the amount (in Canadian dollars) into the next field
  • if the individual does not have any income to report, select any source of income and enter $0.00
• Click Next

• Click the + sign next to You are a Canadian resident and your spouse immigrated to Canada in 2024

Spouse immigration to Canada

• Enter the net income (in Canadian dollars) of the individual while they were residing in Canada from the date they started living with their spouse or common-law partner in Canada, until December 31
• Click Next

Instructions for T4A(P)

• Enter the tax-exempt amount from box 20 into the Exempt CPP/QPP benefits field
• Click Next
• Enter the information from the T4A(P)

Instructions for a T5007

• Enter the tax-exempt amount from box 10 of the T5007 slip into the Exempt workers’ compensation benefits field
• Enter the tax-exempt amount from box 11 of the T5007 slip into the Exempt social assistance payments field
• Click Next
• Enter the information from the T5007

Instructions for a letter for social assistance payments received

• Enter the amount in the letter from the band council or the amount the individual tells you, into the Social assistance payments received from a First Nation/band council (not included in a T5007) field
• Click Next

Instructions for a T4A, COVID-19 benefits

• Enter the tax-exempt amounts from boxes 197, 198, 199, 200, 202, 203, 204 and 211 into the Exempt benefits paid due to the COVID-19 field
• Click Next
• Enter the information from the T4A

Instructions for a T5 or interest income without a tax slip

• Enter the tax-exempt interest in the Exempt interest income field
• Click Next
• Enter the information from the T5 and interest income

Instructions for a T4A box 48

• Make sure you answered Yes to the statement Please confirm that you are a registered Indian, or entitled to be registered as an Indian under the Indian Act
• Click Next
• Enter the tax exempt amount from T4A box 48

Instructions for tips and gratuities

• Enter the tax-exempt amount of tips and gratuities into the Other employment exempt income field
• Enter the total amount of tips and gratuities