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New Member
posted Oct 29, 2019 11:38:24 PM

Do I need to file a return for my 4 year old son with a disability?

I'm trying to claim the disability amount transferred from my son, but it asks to enter amounts from his tax return? I've left all boxes at "0" but it doesn't change my balance. He's 4 years old, do I have to file a return for him?

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1 Best answer
New Member
Oct 29, 2019 11:38:25 PM

No, you do not have to file a return for your son.  You are good with what you have done.

5 Replies
New Member
Oct 29, 2019 11:38:25 PM

No, you do not have to file a return for your son.  You are good with what you have done.

New Member
Oct 29, 2019 11:38:27 PM

Shouldn't claiming the disability amount give me some sort of refund? Along with the disability transfer, I also selected the Family Caregiver Amount, but neither changed my balance. What am I missing?

New Member
Oct 29, 2019 11:38:28 PM

It can depend on what your tax liability is to begin with.  The disability tax credit and family caregiver credit are non-refundable credits...they are good to reduce tax liability but if tax liability gets to zero then any additional credits don't do anything.

New Member
Oct 29, 2019 11:38:29 PM

So all of the boxes on the Disability Transfer section should be "0"? I believe I'm supposed to enter $12506 somewhere for his disability amount

New Member
Oct 29, 2019 11:38:31 PM

The software will calculate the disability transfer bases on the age and net income of the dependant.  You should see the credit in the detailed summary.