jdfamily2
New Member

Filing

The Seniors' Public Transit tax credit for tax year 2023, which ends up on my Ontario provincial taxes, is calculated on ON form 879 line 63100.  The calculation begins on the Tax Forms/Receipts page, where you select Transit Pass and enter the eligible amounts.

 

This process worked fine for my return, and I had no need to override anything.

 

My spouses' return, however, didn't work.  She turned 65 during 2023.  I was able to enter the receipt amount eligible for the credit on her Tax Forms/Receipts page, which then calculated the correct amount of the refundable credit.  However, this didn't carry forward to ON form 879 line 63100.  When I overrode that, the 2023/2024 version of TurboTax Canada set a warning that her return might be rejected from Netfile.  In fact, her TurboTax screen for form ON 479 doesn't show the Seniors' Public Transit credit at all (but mine does).

 

The CRA has her accurate residency and birthdate, as does the PINFO screen on TurboTax.  Can we try submitting her return on Netfile, even with a warning, and see if the CRA accepts it?  Or is there some field we need to update to remove the TurboTax warning?  Or does the TurboTax screen for ON879 needs to be fixed?

 

The earlier solution in this thread is no longer for the 2023 tax year.