Transfer of DTC should have $0 in 31600 of dependents return - not possible to E-File

ktb65 — Mon, 31 Mar 2025 22:24:11 GMT

I've seen some contradictory reports in the community about how to enter DTC amounts on 31800 (transferee) vs 31600 (transferor).

I just now finished a call with a CRA rep to whom I was specifically re-transferred to on the phone to deal with my DTC question (the initial rep was not well-versed enough in DTC processing to answer).

The DTC-knowledgeable CRA rep stated very clearly that if the dependent does not need any/all of the DTC amount that only the amount needed (in our case $0) should be entered on line 316 on the dependent's tax return and the remainder should be entered on line 318 (in our case $9872 for 2024) of the supporting person's return as designated on the DTC cert.

She was very surprised that Turbotax insisted on entering the full $9872 amount in the dependent's return - even when the income level was such that $0 of the DTC amount was needed to get taxes payable down to $0. She again stated that if not needed for tax reduction, that $0 should be entered on 316 of the dependent's return.

This is of course not currently possible to do in TurboTax except via an override , and an override kills the Netfile option.

I've been using Turbotax for over a decade or more (back when it even had a different name) to prepare our family of 5 tax returns. But now with no way to correctly transfer DTC amount I will need to re-think future use of Turbotax until this BUG is fixed.

Turbotax says the spec for this field comes CRA - CRA says that only enter the amount needed (possibly even $0) on dependent's return. I'll be doing what CRA says to ensure there are no issues with our returns.

Turbotax - FIX THIS PLEASE - or at least get yourselves and CRA on the same page.

Re: Transfer of DTC should have $0 in 31600 of dependents return - not possible to E-File

TurboTax_Susan — Thu, 03 Apr 2025 22:38:40 GMT

The transferor must claim the DTC amount on Line 31600 of their return before it can be transferred. Other tax programs require the same thing as TurboTax - transferor must claim the DTC amount on Line 31600 before the amount can be entered transferee's tax return.

topic Transfer of DTC should have $0 in 31600 of dependents return - not possible to E-File in Filing

Transfer of DTC should have $0 in 31600 of dependents return - not possible to E-File

Re: Transfer of DTC should have $0 in 31600 of dependents return - not possible to E-File