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Person82
New Member

Incorrect Registered Savings Plan Summary (FHSA)

On the Registered Savings Plan Summary screen, the qualifying withdrawals made on 2025 are listed as 0 and not the amounts listed in line 59 of Schedule 15. I did try re-entering the qualifying withdrawal amount into box 20 of the T4FHSA and the summary screen still shows 0. How can I fix this issue?

1 Reply

Incorrect Registered Savings Plan Summary (FHSA)

Make sure the software is up to date, and double-check the information below.

 

Does Box 20 on the T4FHSA match the amount on Line 59 of Schedule 15 exactly (part 4)?

Is there a 'Type of Withdrawal' code selected on the T4FHSA entry screen?

On Schedule 15, is the 'Designation of qualifying withdrawal' checkbox marked?

If you double-click Line 59, does it take you back to Box 20 of the T4FHSA, or does it take you to a worksheet?"

 

On the T4FHSA form in Forms Mode, look for a 'Qualifying Withdrawal' checkbox. Is it checked 'Yes'

Open the 'FHSA History' or 'FHSA Worksheet' from the forms list. Does it show any errors or '0' values in the 2025 column?

 

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