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Intuit

How do I claim the disability tax credit transferred from my dependant?

To claim the disability tax credit, you must first have an approved DTC application (form T2201) on file with the CRA, completed by both the person claiming the credit and a medical professional. If you’re transferring the credit from your dependant, Section 4 of the form must also be signed by the person with the disability.  

To enter this information into TurboTax, select from one of the following options:

Before claiming any disability tax credit amounts, you’ll need to make sure that you have already entered a dependant into your return profile. Once this has been completed, use the following steps to transfer your disability tax credit(s):

  1. Select the magnifying glass icon (or Find), then type Disability Amount Transfer and select Go.
  2. Select the dependant whose disability amount you want to transfer, then select Enter Credit Info.
  3. On the Claim Dependant Credits step, check Disability amount transfer, then select Continue.
  4. Complete the Disability Transfer step and select Continue.

TurboTax will then automatically calculate the amount your dependant can transfer based on the income and other info you entered, deducting this amount from your balance owing (if applicable). You’ll find the calculated amount on your Dependant Credit Summary.

Before claiming any disability tax credit amounts, you’ll need to make sure that you have already entered a dependant in your return profile. Once this has been completed, use the following steps to transfer your disability tax credit(s):

  1. Select the magnifying glass icon (or Find), then type Claims for Dependants and select Go.
  2. On the Claims for Dependants step, answer Yes, then select Continue.
  3. Select the dependant whose disability amount you want to transfer, then select Enter Dependant Credits.
  4. On the Claim Dependant Credits step, check Disability amount transfer and select Continue.
  5. Complete the Disability Transfer step and select Continue.

 

TurboTax will then automatically calculate the amount your dependant can transfer based on the income and other info you entered, deducting this amount from your balance owing (if applicable). You’ll find the calculated amount on your Dependant Credit Summary.

Related information:

What is the Disability Tax Credit?

Is the Disability Tax Credit transferrable from a dependant?

How do I enter dependants in the CD/download edition of TurboTax?

How do I enter dependants in the online edition of TurboTax?

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