Tuition transfer

[Jen247]

On Schedule 11 on my child's return it indicates an amount that is available for transfer. However, when completing my return, the software indicates that the amount available to transfer is $0. How can I override this to put the available amount in line 32400 as instructed? Thank you!

[RyleReed]

The student claims the Tuition and Education Amount they’re entitled to on their tax return. If there is an amount left over when they’ve used their tax credits to bring their income tax payable down to zero, they can transfer the leftover amount to a parent, grandparent, spouse or, common-law partner, or their parent or grandparent.

Please verify that all steps have been followed to transfer the tuition. 

TurboTax Online:

1. Select Find from the TurboTax menu
2. Enter claims for dependants and select Go
3. When prompted to review or claim any of these credits, choose Yes, then select Continue
4. Select Enter Credit Info next to the name of the dependant who's transferring unused tuition amounts to you
5. Select Transfer my Child's Tuition and Education Amounts, then select Continue
6. Follow the on-screen instructions to select Tuition Transfer, enter the amount(s) of the transfer(s), then select Continue

For more information, please view this TurboTax Article:

Have a Student in the Family? Transfer Tuition and Education Amounts With TurboTax

Thank you for choosing TurboTax.

[Jen247]

I found the place to enter the info. The problem is that even though my child's Schedule 11 indicates there is an amount available to transfer to another individual, entering that amount in TurboTax gives this error message "Maximum transferable amount for CHILD is $0.00". There is an amount owing on my tax return, therefore, I thought I should be able to have this reduced by including the transferable amount. Why the error message from TurboTax?

[Javer29]

I have the same problem.  Just spent and hour online with support and they told me it was a tax specialist issue, not a program issue.  I have filed my son's taxes and his CRA account shows the assessment is complete and the amount to transfer.  Looking for answers before I start our taxes all over again with a different program.

[Javer29]

I figured it out!  On the "Tell us about your Dependants" page which is a few pages back, make sure you enter the deduction information below "Do they qualify for a disability tax credit".  I left those fields blank because I assumed they were for people claiming a disability tax credit, but they are not part of that question.  I filled them in and boom...no longer saying zero!

[Jen247 · Accepted solution]

I ultimately solved it. On the page to enter dependent info, there are boxes to indicate federal and provincial deductions that have to be totalled/summed up separately. Once I had the correct values there, the tuition transfer amount was correctly applied.

[agedeb]

How do I get back to dependent info. page

[TurboTaxBrenda]

Go to Tax home- In the top search bar, type in "Additional dependent information. It will bring you to the info page. 

Thank you for choosing TurboTax.

[Jayde2]

I have a similar question where on Schedule 11 on my child's return it indicates that the amount available to transfer is $0. The turbo tax program automatically applied the full tuition amount towards my child's return, even though it was not needed as it resulted in about $3000 refund for my child.  The program automatically applied this when the T2202 amount was entered.  Without entering the T2202 info, my child's return resulted in about $2000 refund.  How can my child indicate to NOT using any of the tuition amount, and to transfer the full amount to a parent?  Steps were followed as outlined in the program, but nothing seems to work.  Does this only work if my child did not have any income, which he did earn via a co-op program through University?  Much appreciate any guidance or tips.  Thanks!

[TurboTaxBrenda]

For your child: Lines 18 to 25—If you would like to transfer an amount to a family member, then complete lines 18 to 25. If you prefer to carry forward any unused amounts to a future year, then you need only to fill out lines 18, 19, 20, and 25.

When you file your taxes, you will be required to enter the information from your T2202 receipt to confirm your eligibility for your tuition tax credit. Check out this quick how-to video on filling out the T2202 form.

Thank you for choosing TurboTax.