Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Oct 31, 2019 1:33:07 AM

Which box #24 for CRA taxes (Excess Amounts - there are 3 box choices) in TurboTax do I enter the amount from box #24 on the T4RIF form?

>Under "Enter the Information from Box 24 of your T4RIF excess amount" The 3 choices are Withdrawal Payment, Transferred to a RRSP, or Transferred to a RRIF.  The T4RIF info is: Box 16, Taxable Amount = $3,916.14; Box 28, Income Tax Deducted = $681.13; Box 24, Excess Amount = $3,369.78.    

0 5 5380
5 Replies
New Member
Mar 28, 2021 12:52:48 PM

This does not answer the question.  In which of the 3 places do we put the amount in Box 24?

New Member
Mar 30, 2024 11:57:32 AM

Not only doesn't it answer the question, the links don't work.

Moderator
Mar 30, 2024 12:07:44 PM

You would pick whichever Box 24 matches your situation. If you didn't transfer the payment to an RRSP or a RRIF, then use the "Withdrawal payment" box. 

 

FYI: The original answer is from 2019.

 

 

New Member
Mar 30, 2024 2:03:11 PM

We are talking about a T4RIF which is a withdrawal by definition I think. The tax payer transferred money from an RRSP into a RIF so that they could withdraw it to use up the $2000 pension deduction. There was no required RIF withdrawal as the tax payer is not 70 yet so the entire amount is an Excess amount. It makes a big difference if the box 24 entry is in "Transferred to RRIF" compared to "Withdrawal payment". A deduction is given for the former but not the later. A clear explanation for the purpose of each of these items is needed because it appears that 2 out of the 3 apply to my tax payer.

Intuit Alumni
Apr 2, 2024 1:01:49 PM

In this case it sounds like it should be a transfer. If clarification is needed please contact the financial institution who sent the information slip.

 

Thank you for choosing TurboTax.