# Statement of Qualifying Retroactive Lump-Sum Payment T1198

**URL:** https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235
**Category:** EFILE
**Created:** [March 7, 2025, 10:33pm UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235 "2025-03-07T22:33:44Z")
**Posts on this page:** 15
**Page:** 1

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### Author: ![jmvca](https://avatars.discourse-cdn.com/v4/letter/j/58956e/32.png) [@jmvca](https://www.protaxcommunity.com/u/jmvca)
#### Post date: [March 7, 2025, 10:33pm UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/1 "2025-03-07T22:33:44Z")

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As per Taxcycle, a return with T1198 must be paper filed.

I found in my search that this is the first year a return with T1198 can be e-filed.  
"You are eligible for a special tax calculation when you file your 2024 income tax and benefit return. You will need to get Form T1198 or a letter containing equivalent information from your employer. **Starting this year, you can submit your return electronically if you are reporting a QRLSP."**

I have three clients with T1198.

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### Author: ![Arliss](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/arliss/32/52_2.png) [@Arliss](https://www.protaxcommunity.com/u/Arliss)
#### Post date: [March 7, 2025, 11:58pm UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/2 "2025-03-07T23:58:22Z")

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Newest version has the ability to EFile a return with a T1198 included.

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### Author: ![officetaxmanagers](https://avatars.discourse-cdn.com/v4/letter/o/f9ae1b/32.png) [@officetaxmanagers](https://www.protaxcommunity.com/u/officetaxmanagers)
#### Post date: [March 8, 2025, 1:00am UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/3 "2025-03-08T01:00:22Z")

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Can you re-file 2024 to include the T1198 if you already filed for the year without it?

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### Author: ![sewsille1](https://avatars.discourse-cdn.com/v4/letter/s/b2d939/32.png) [@sewsille1](https://www.protaxcommunity.com/u/sewsille1)
#### Post date: [March 8, 2025, 1:35am UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/4 "2025-03-08T01:35:52Z")

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Hello,

I filed a return today with a T1198. For the first time ever.

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### Author: ![jmvca](https://avatars.discourse-cdn.com/v4/letter/j/58956e/32.png) [@jmvca](https://www.protaxcommunity.com/u/jmvca)
#### Post date: [March 8, 2025, 1:50am UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/5 "2025-03-08T01:50:37Z")

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There was no indication in the Taxcycle for an update.  
Thanks for letting me know.

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### Author: ![ddickca](https://avatars.discourse-cdn.com/v4/letter/d/ac8455/32.png) [@ddickca](https://www.protaxcommunity.com/u/ddickca)
#### Post date: [March 10, 2025, 3:40am UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/6 "2025-03-10T03:40:45Z")

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I filed with a T1198 on Friday and got back the NOA instantly. Taxpayer refund was properly calculated and is a pleasant surprise for the client.

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### Author: ![jmvca](https://avatars.discourse-cdn.com/v4/letter/j/58956e/32.png) [@jmvca](https://www.protaxcommunity.com/u/jmvca)
#### Post date: [March 10, 2025, 3:58am UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/7 "2025-03-10T03:58:53Z")

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Thank you.

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### Author: ![Laura](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/laura/32/2039_2.png) [@Laura](https://www.protaxcommunity.com/u/Laura)
#### Post date: [March 23, 2025, 5:17pm UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/8 "2025-03-23T17:17:44Z")

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Super dumb question, but I can I ask HOW you actually filled this in with Taxcycle. I have a letter from my clients employer with all of the relevant T1198 info on it…are you manually retyping this into Taxcycle to fill in the T1198 schedule and submitting it that way? Or is there some other schedule I’m not seeing?

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### Author: ![laurietax](https://avatars.discourse-cdn.com/v4/letter/l/dc4da7/32.png) [@laurietax](https://www.protaxcommunity.com/u/laurietax)
#### Post date: [March 23, 2025, 5:48pm UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/9 "2025-03-23T17:48:30Z")

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You manually enter the numbers on the T1198 form.

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### Author: ![jmvca](https://avatars.discourse-cdn.com/v4/letter/j/58956e/32.png) [@jmvca](https://www.protaxcommunity.com/u/jmvca)
#### Post date: [March 23, 2025, 6:33pm UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/10 "2025-03-23T18:33:08Z")

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Use form T1198 to enter the amounts as in the letter and you file it as normal.

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### Author: ![Laura](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/laura/32/2039_2.png) [@Laura](https://www.protaxcommunity.com/u/Laura)
#### Post date: [March 23, 2025, 8:01pm UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/11 "2025-03-23T20:01:53Z")

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Thanks all!

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### Author: ![etservice1978](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/etservice1978/32/3603_2.png) [@etservice1978](https://www.protaxcommunity.com/u/etservice1978)
#### Post date: [March 23, 2025, 11:34pm UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/12 "2025-03-23T23:34:57Z")

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I efiled one yesterday without any problems.

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### Author: ![paul](https://avatars.discourse-cdn.com/v4/letter/p/bbe5ce/32.png) [@paul](https://www.protaxcommunity.com/u/paul)
#### Post date: [April 11, 2025, 4:45pm UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/13 "2025-04-11T16:45:49Z")

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Ever get an answer to this question?

> [@officetaxmanagers](#):
>
> Can you re-file 2024 to include the T1198 if you already filed for the year without it?

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<div class="post-metadata">

### Author: ![officetaxmanagers](https://avatars.discourse-cdn.com/v4/letter/o/f9ae1b/32.png) [@officetaxmanagers](https://www.protaxcommunity.com/u/officetaxmanagers)
#### Post date: [April 11, 2025, 8:58pm UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/14 "2025-04-11T20:58:32Z")

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Someone else posted a similar thread after mine - if you increase income by $1 it will accept a refile for T1198. It won’t without the $1 change because it does not recognize a change worthy of a re-file.

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### Author: ![mike](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/mike/32/346_2.png) [@mike](https://www.protaxcommunity.com/u/mike)
#### Post date: [April 12, 2025, 12:04am UTC](https://www.protaxcommunity.com/t/statement-of-qualifying-retroactive-lump-sum-payment-t1198/10235/15 "2025-04-12T00:04:46Z")

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> [@ReFile T1-ADJ To Add T1198?](https://www.protaxcommunity.com/t/refile-t1-adj-to-add-t1198/10564):
>
> Hi Folks, Has anyone ever successfully ReFiled a return to include a T1198? I attempted to do so today and the ReFIle rejected with Code 503. Thanks in advance…
