I didn't see any opportunity to fill out a schedule 11 in turbotax and I see that there isn't one included in the pdf version of my submitted return. I'm wanting to be able to give something to my parent for his accountant, and I want to be sure that I did what I needed on my end
In order to transfer your unused tuition credits to someone else, you'll first need to inform them of the precise amount(s) so that they can claim them on their own tax return. The first step is to enter your income information into TurboTax, then claim your tuition fees. TurboTax will then automatically calculate the maximum amount of credits you may transfer to another party.
Refer to the following steps for instructions on how to transfer your unused tuition credits in TurboTax: How do I transfer my unused tuition credits to someone else?
Thank you for choosing TurboTax.
Yes, you need to fill out a schedule 11.
Here are some FAQs that you might find useful:
How much of my child’s or spouse’s unused tuition credits can be transferred to me?
How do I claim my tuition fees?
How do I transfer my unused tuition credits to someone else?
I see now that TurboTax had attached and automatically filled out a Schedule 11 for me in my tax return.
Now... there is a box about transferring to a parent on the back of the T2202s (image attached). Can I just fill out that box and send that page to my parent or do I need to also send my Schedule 11 to my parent for their return?
In order to transfer your unused tuition credits to someone else, you'll first need to inform them of the precise amount(s) so that they can claim them on their own tax return. The first step is to enter your income information into TurboTax, then claim your tuition fees. TurboTax will then automatically calculate the maximum amount of credits you may transfer to another party.
Refer to the following steps for instructions on how to transfer your unused tuition credits in TurboTax: How do I transfer my unused tuition credits to someone else?
Thank you for choosing TurboTax.