tonytal
Level 2

Entering Releve 2 (RL-2) with matching T4A NOT living in QC

I moved from Quebec to Ontario, but worked in Ontario for the whole year which means I only have a T4 and all goes well until I try to enter my T4A. Along with my T4A I received a Relevé 2 (RL-2) since when a lump-sum from my pension plan needed to be paid out I still lived in Qc. Which means taxes were deducted both federally and provincially (hence the RL-2).

 

So here's the question: I can enter the T4A easily, but where do I enter the RL-2, or at least the info from it? I can't seem to have access to the RL-2 input form since my residency is in On (when I switch it to Qc. the form is right there, but it makes me file in Qc). I need to somewhere put that some taxes were deducted by Revenu Qc, do I do it separately or just add all the Qc (box J) and Fed (box 22) and put it in box 22 of my T4A?

TurboTaxLise
Moderator

Filing

@tonytal - In previous posts, you had indicated you were using the downloaded software: Please go to FormsView, as you are using the downloaded version of the software.

 

  • From EasyStep - look top right corner in the blue area - Click on "Forms" - from there look at the bottom of your screen - you will see your name, Forms & Tslips - click on Tslips - from there you will see Federal Slips - Receipts - Quebec Slips. Click on Quebec slips, and you will have the option to enter your Relevé 2 there.
  • To go back to EasyStep - top of screen blue area you will see - New-Open-Save & Easy Step, click on it to bring you back to EasyStep.
tonytal
Level 2

Filing

Hi  @TurboTaxLise 

 

Thanks for your answer, I am actually using the free online version. Would you be able to provide the steps for the free online version?

 

Thanks in advance!

TurboTaxLise
Moderator

Filing

The online method is done as follows:

 

Because all you need to do is capture and report the QC tax paid, here's what you will do: 


First, use the option for "l worked in QC" 

2nd: create a new T4 for with box 10 set to QC and enter the amount paid on the RL-2 as tax paid in the box E appearing at the bottom on the T4 with nothing else on the T4. Hence, nothing is reporting as a T4 to CRA: 

By doing this, the QC tax will be reported and the rest of the entries are accurate. 

View solution in original post

tonytal
Level 2

Filing

@TurboTaxLise  THANK YOU!

TurboTaxLise
Moderator

Filing

You are most welcome! 🙂

SpencerEkman
Returning Member

Filing

 

This is an error that I receive when I do this: 

There was no option for doing this process for the T4A, so I put it in a T4 as shown. Is this correct?

Should it be a new T4 or a T4 that I have already submitted? 

turbotax.PNG

TurboTaxHeba
Intuit Alumni

Filing

I was able to duplicate your situation with no error found.

To prevent sharing your private information in this public forum, please contact the support team:

https://support.turbotax.intuit.ca/contact/

 

I hope this was helpful