Getting started

To enter T4A(P):

1. In the Profile section, on the first What happened for you in (tax year) screen, there's a question that asks: did you withdraw money from a retirement account or receive retirement-type income, such as a pension or annuity?
2. Select Yes.
3. Select the T4A (P) checkbox.
4. You'll enter your income in the Income section.

To enter T4A(OAS):

1. In the Profile section, on the first What happened for you in (tax year) screen, there's a question that asks: did you withdraw money from a retirement account or receive retirement-type income, such as a pension or annuity?
2. Select Yes.
3. Select the T4A (OAS) checkbox.
4. You'll enter your income in the Income section.