Hi everyone,
If someone can help me:
I filed 2023 tax returns for my new customer with disability claim for his wife and transferred it on the husband’s return but CRA rejected disability claim. Later I submitted T2201 for his wife, CRA allowed to claim it since 2016 till 2029 and reassessed wife’s returns. Since she had very little income, CRA letter shows available federal and Ontario non refundable tax credits. I tried to amend husband’s tax returns to claim it but CRA website shows that you have no T2201 and not allowed to amend any tax return.
I mailed a letter and my client called them, they says you need to file T1ADJ for all years. Since he is my first year to file their tax returns, I do not have back years files. Unfortunately my clients also do not have it.
Please suggest me how to claim available Federal and Ontario tax credits on husband’s tax.
Thanks in advance.
You need access on rep a client. You can see all the prior assessments there and do the T1Adjusts online.
Were you claiming the DTC on his return as if he had the disability? The correct method is to transfer the wife’s eligible unused credits to the husband on line 32600 (line 58640 of the ON428) of his return each year.
Provided you have CRA authorization for the husband’s return, you should be able to amend his returns on-line to show the amounts on line 32600 & 58640 for each year. Again, assuming you have proper authorization with CRA, you should be able to access his prior tax returns (and her’s) on the Represent A Client service. You can also do the amendments on the Represent A Client system.
And I agree with @laurie . It’s impossible to properly help your client’s without access to Represent A Client.