I have a client who has submitted a T2201 to CRA. The CRA has gone back several years and re-assessed all of the client's tax returns, as well as her spouse's returns. When I go back to TurboTax and enter the DTC, all of the client's re-assessments are correct, likely because she can't use it. Her income is solely the CPP Disability pension so she only makes under $10,000/yr.
However, her spouse has had the DTC transferred to him. The re-assessment amounts on the non-refundable tax credits for the SK428 are correct (they match the CRA), as expected. However the federal re-assessment amounts on the non-refundable tax credits on the T1 general are different than what the CRA has assessed. I have tried, without success, to figure out what the differences could be. All it is doing is transferring the entire amount of the DTC to the spouse, as well as adjusting the Spouse or common-law partner amount (line 30300 - it increases it) and puts in an amount for the Canada caregiver amount for spouse or common-law partner (line 30425). Because I can't get any detail from the CRA's re-assessment other than the total, I don't know what's causing the amounts to be different. All I can think is that either the CRA's calculation is missing something and is wrong, or TurboTax's calculation is missing something and is wrong.
Can anyone shed any light on this?
