mm_tax_apprentice
Returning Member

Troubleshooting

@SimoneDo  @TurboTaxSusan 

 

Issue resolved.

 

Once I corrected the checkbox to identify zero for allowed RRSP for 2023 (corrected from "no" to "yes") the software then interprets an existing over-contribution in her RRSP account as such, and doesn't try to apply it to the 2023 tax return as a deduction claim. This deduction removal causes her taxable income to increase (as the deduction is now zero'd out), and the spousal deduction carried over to my return in turn decreases as a deduction on my return.  She still pays no tax either way, so I didn't notice this, but her deduction on my return decreases, so now I pay more tax in both federal and provincial tax. 

 

Resultant calculations between CRA and TurboTax are now within $3, so basically no issue any longer.