In order to transfer your unused tuition credits to someone else, you'll first need to inform them of the precise amount(s) so that they can claim them on their own tax return. The first step is to enter your income information into TurboTax, then claim your tuition fees. TurboTax will then automatically calculate the maximum amount of credits you may transfer to another party.
Follow the applicable steps below to transfer your unused tuition credits in TurboTax:
Instructions for TurboTax Online
- Select Find from the top right-hand side of the screen, then enter students into the search bar.
- Select Students from the search results, then select Go. The Your Student Profile screen appears.
- Select Transfer of tuition and education to a spouse, parent, or grandparent, then select Continue. Let’s get you some tax breaks for going to school! screen appears.
- Select Done with Tuition Fees. Proceed through your return until the Transfer Tuition and Education (Federal) screen appears.
- Follow the on-screen instructions to enter the unused amount of federal tuition you want to transfer, then select Continue.
- If you live in a province that allows provincial tuition credits, you'll be prompted to enter those amounts next.
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