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My tax filing was accepted but seems worker benefit applied automatically

Reviewing the express NOA I see it says I applied for the worker benefit, although I do not think I qualify.

 

I do not recall TurboTax ever asking me for this or giving me the option to choose if I apply or not, is there any penalty from the CRA is one applies but is not eligible, I worry about fines and penalties.

 

Is this something automatically happening ?

4 Replies

My tax filing was accepted but seems worker benefit applied automatically

You are eligible for the basic amount of the Canada workers benefit (CWB) if you meet all the following conditions:

  • Earn working income and your net income is below the net income level set for your province or territory of residence
  • Are a resident of Canada throughout the year
  • Are 19 years of age or older on December 31, or you live with your spouse or common-law partner or your child


You are not eligible for the CWB if any of the following applies:

  • Are enrolled as a full-time student at a designated educational institution for more than 13 weeks in the year unless, on December 31, you have an eligible dependant
  • Are confined to a prison or similar institution for a period of at least 90 days during the year
  • Do not have to pay tax in Canada because you are an officer or servant of another country, such as a diplomat, or you are a family member or employee of that person

TurboTax would add the credit based on what you entered on your tax return, including profile questions.

 

 

 

My tax filing was accepted but seems worker benefit applied automatically

Well that is my concern exactly I do not think I am eligible, it would be better for TurboTax to inform me and let me make that decision, bc last year I do not remember the software automatically applying for it.

My tax filing was accepted but seems worker benefit applied automatically

The CWB has been automatically added to returns since it replaced the Working Income Tax Benefit in 2019. 

 

If TurboTax is not sure if you are eligible, you'll get a warning in the review.

 

My tax filing was accepted but seems worker benefit applied automatically

Yes I remember a year I think 2023 where it warned me to review it and I saw I was not eligible and did not apply, I wished that was still the case.

 

In any case CRA would let me know if eligible or not, I assume given I do not want to deal with later clawbacks.

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