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How do I enter a T4A slip (and matching Relevé 1 or Relevé 2)?

by TurboTax• Updated 1 week ago

The steps for entering information from your T4A or Relevé 1/Relevé 2 differ depending on which version of TurboTax you are using. To help, we've broken these options down into separate sets of instructions. Select the section that best describes your slip situation, then follow the instructions provided.

Note: Some of the fields on your slip may not be in TurboTax. You only need to enter the slip information that TurboTax asks for.

For a complete guide to the T4A tax slip, visit the TurboTax blog.

Instructions for TurboTax Online

  1. Select Find from the menu, then enter T4A.
  2. Select T4A Pension, Retirement, Annuity from the list of results, and then select Go.
  3. At T4A - Summary, select Enter new T4A.
  4. At T4A - Pension, Retirement, Annuity, and Other Income, fill out the form in TurboTax with the information from your slip.
  5. Select Done with T4A.
  6. At T4A - Summary, review the information and:
    • If the information is correct, select Done with T4A Slips.
    • If the information isn’t correct, select Edit next to the slip and correct the information. When you return to T4A - Summary, select Done with T4A Slips.
    • If you have more T4A slips to enter, select Enter new T4A. When you return to T4A - Summary, select Done with T4A Slips.
  1. Select Find from the menu, then enter T4A.
  2. Select T4A / Relevé 1 / Relevé 2 Pension, Retirement, Annuity from the list of results, and then select Go.
  3. At T4A - Relevé 1 - Relevé 2 - Summary, select Enter new T4A - Relevé 1 or Relevé 2.
  4. At T4A - Pension, Retirement, Annuity, and Other Income, fill out the form in TurboTax with the information from your slip.
  5. Select Enter a Relevé 2 or Enter Relevé 1 as applicable.
  6. Fill out the form in TurboTax.
  7. If you just entered:
    • A Relevé 2, select Done With T4A - Relevé 2.
    • A Relevé 1, select Save and Continue.
  8. The T4A - Relevé 1 - Relevé 2 - Summary step appears.
  9. At T4A - Relevé 1 - Relevé 2 - Summary, review the information and:
    • If the information is correct, select Done with T4A, Relevé 1 and Relevé 2 Slips.
    • If the information isn’t correct, select Edit next to the slip and correct the information. When you return to the Summary, select Done with T4A, Relevé 1 and Relevé 2 Slips.
    • If you have more slips to enter, select Enter new T4A - Relevé 1 or Relevé 2. When you return to the Summary, select Done with T4A, Relevé 1 and Relevé 2 Slips.

Instructions for TurboTax Desktop

  1. Select Find from the menu, then enter T4A.
  2. Select T4A Pension, retirement, annuity from the list of results, and then select Go.
  3. At Entering your federal T-slips select T4A - Pension, Retirement, Annuity, and Other Income (including scholarships and bursaries).
  4. Select Continue, then proceed past your other various income sources, if any.
  5. Upon arriving at T4A - Pension, Retirement, Annuity, and Other Income, enter the information from your T4A.
  6. If you have more T4A slips to claim, select Enter new T4A and fill out the form, repeating this step for each slip.
  7. Select Done with T4A.
  8. At T4A - Summary review the information and:
    • If the information is correct, select Done with T4A Slips.
    • If the information isn’t correct, select Edit next to the slip and correct the information. When you return to T4A - Summary, select Done with T4A Slips.
    • If you have more T4A slips to enter, select Enter new T4A. When you return to T4A - Summary, select Done with T4ASlips.
  1. Select Find from the menu, then enter T4A.
  2. Select T4A / Relevé 1 / Relevé 2 Pension, retirement, annuity from the list of results, and then select Go.
  3. At Entering your federal T-slips and relevé slips, select T4A / Relevé 2 / Relevé 1 - Pension, Retirement, Annuity, and Other Income (including scholarships and bursaries), and select Continue.
  4. Proceed past your other various income sources if any.
  5. Upon arriving at T4A - Pension, Retirement, Annuity, and Other Income, and enter the information from your T4A.
  6. Select Enter Relevé 2 or Enter Relevé 1 as applicable.
  7. Fill out the form in TurboTax.
  8. If that was not the last slip, select Enter new T4A - Relevé 1 or 2 and refer back to the instruction at step #5, otherwise.
  9. Select Done With T4A - Relevé 2 or Done With T4A - Relevé 1 as applicable.
  10. At T4A - Relevé 1 - Relevé 2 - Summary, review the information and:
    • If the information is correct, select Done with T4A, Relevé 1 and Relevé 2 Slips.
    • If the information isn’t correct, select Edit next to the slip and correct the information. When you return to T4A - Summary, select Done with T4A, Relevé 1 and Relevé 2 Slips.
    • If you have more slips to enter, select Enter new T4A - Relevé 1 or Relevé 2. When you return to T4A - Summary, select Done with T4A, Relevé 1 and Relevé 2 Slips.

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