We will automatically claim the disability amount transferred from your dependant on the spouse with the highest income (after deductions). If that person is not the current designated transfer recipient, you will need to update your records with the CRA.
My wife is not on the T2201, only me. How do I choose so that the DTC is used for me and not my wife, who happens to have the higher income this year.
Are you using TurboTax CD/Download or TurboTax Online?
I have the same question! My husband and I typically make the same amount. This year he is slightly above me and now the tax software is telling me that I will need to contact the CRA to transfer it to him. Seems like a lot of work when I am happy to just claim it under me.
Unfortunately, if you are using TurboTax Online, there is no way to change which spouse is getting the disability transfer from the dependant. You can do so in TurboTax CD/Download, but you may not be able to NETFILE the return if you do.
For 2024 I have the downloaded version 2024 premier version and after spending two days with your agent and for both days 1h30 min on the phone we still didn’t get a answer as why the software is not automatically transferring the DTC or even allowing any caregiver credit. Can we know when this issue will get resolved?
@ghausia We have reached out to the assigned department, and someone will get in contact with you within 48 hours to get this sorted out. We appreciate your patience.
Hello
Unfortunately no one reached out to me yet or even addressed the issue for DTC. Furthermore of being a customer for many years your call center agent was very unprofessional on Monday and i didnt even get an email or any responses even after multiple complaints
@ghausia Are you claiming the caregiver credit & DTC transfer for a spouse/partner or for a dependant?
We are filing our return together as spouse normally the software should transfer the DTC credit automatically to the one with higher tax. The software premier is not doing this or also not giving the care giver credit either. Neither on mine or spouse you can see these credits being applied. I called and they say it looks like an issue with the software but no call back till now. I have called twice and spent 1 h 30 min on each call and also shared my screen to show the agent the issue twice still no updates yet
@ghausia Go into Forms mode and click on the Dependant icon, and click on the boxes for Infirm-Care Giver & Disability transfer and make sure that all the questions are answered on those popups. This is also a fast way to switch which spouse is getting these credits.