Hi, my friend’s spouse passed away in 2023 and now she has received a letter from Service Canada saying her spouse’s application for CPP disability benefits has been approved. They will later send a check for the retroactive amount. Service Canada says the T-slip is for 2024 and will be issued and mailed in February 2025. Does she need to report the money on her spouse’s final tax return for 2023? How should my friend declare this money? Thank you.
Your friend should engage a tax professional to help her with this, it is beyond the scope of an internet chat room.
This is a fairly good summary of CPP disability retroactive payments, but there are still nuances especially since her spouse has passed away.
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Hi, jglass,
Thanks a lot for your time and help. I deeply appreciate it. I will let my friend know.
Kind regards,
Laura