# Caregiver amount optimization

**URL:** <https://www.protaxcommunity.com/t/caregiver-amount-optimization/6766>\
**Category:** T1\
**Created:** [March 21, 2023, 6:46pm UTC](https://www.protaxcommunity.com/t/caregiver-amount-optimization/6766 "2023-03-21T18:46:53Z")\
**Posts on this page:** 5\
**Page:** 1

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**Author:** ![Nezzer](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/nezzer/32/3845_2.png) [@Nezzer](https://www.protaxcommunity.com/u/Nezzer)\
**Post date:** [March 21, 2023, 6:46pm UTC](https://www.protaxcommunity.com/t/caregiver-amount-optimization/6766/1 "2023-03-21T18:46:54Z")

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How do you select which taxpayer/spouse gets the caregiver amount for an infirm adult dependant? That is, for a husband and wife that takes care of an elderly mother/father? I can’t find it on the Optimization page, nor on the Dependant form. Do I have to override the “Portion to claim” fields in the Caregiver Amount section of the Dependant form? Is there no other way?

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**Author:** ![Nezzer](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/nezzer/32/3845_2.png) [@Nezzer](https://www.protaxcommunity.com/u/Nezzer)\
**Post date:** [March 21, 2023, 6:51pm UTC](https://www.protaxcommunity.com/t/caregiver-amount-optimization/6766/2 "2023-03-21T18:51:41Z")

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Never mind. I found it - there is a “Summary - Dependants Credits” page which acts as the Optimization selection.

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**Author:** ![sherry](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/sherry/32/2410_2.png) [@sherry](https://www.protaxcommunity.com/u/sherry)\
**Post date:** [April 2, 2023, 5:32pm UTC](https://www.protaxcommunity.com/t/caregiver-amount-optimization/6766/3 "2023-04-02T17:32:18Z")

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So I was just looking up this question, I have a husband/wife client and he has a DTC on file for life but the credit does nothing for him and she is the caregiver. So I found the page you are talking about so do I need to enter him as a dependant? Or do you just click on the info page and say yes to Canada caregiver amount? I do not want to file this wrong for them they are a bit older and I have not had to do this for anyone yet. The CRA website is difficult to understand.

Thank you

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**Author:** ![Rein](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/rein/32/1083_2.png) [@Rein](https://www.protaxcommunity.com/u/Rein)\
**Post date:** [April 2, 2023, 8:32pm UTC](https://www.protaxcommunity.com/t/caregiver-amount-optimization/6766/4 "2023-04-02T20:32:35Z")

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It should be taken care of on Schedule 2 Line 32600 “Amounts transferred from spouse.”  
That will happen even if you answer no to the Canada Caregiver Amount question.

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**Author:** ![Nezzer](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/nezzer/32/3845_2.png) [@Nezzer](https://www.protaxcommunity.com/u/Nezzer)\
**Post date:** [April 2, 2023, 8:35pm UTC](https://www.protaxcommunity.com/t/caregiver-amount-optimization/6766/5 "2023-04-02T20:35:19Z")

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Hi Sherry,

I think you have a different situation. If one spouse is a caregiver to the other, you simply check the box on the Info page. The situation I described above is when there is a husband/wife looking after a THIRD person (i.e. the wife’s 85 year-old mother lives with them).
