Optimization of dividend income between spouses

T1
1

Hello,

I am using a trial version of TaxCycle in hopes that it will replace my previous software. I have entered a test return and TaxCycle is not automatically transferring the dividend income from one spouse to the other to maximize the family refund as my previous software has. The transfer meets the CRA requirements of increasing the Line 303 credit. Could someone please advise me on how to select this an an option or how to manually override it?

Thank you,
Stephanie

2

I have this same issue this year and had it last year as well for one of my clients and last year I missed the transfer. This year, I somehow caught it but it would be nice if there was a warning message if this would be beneficial.