Tuition transfer

[Jayde2]

In Schedule 11 on my turbo tax program, lines 18 - 25 are auto filled by the program, and I am unable to override the amount of tuition my child wish to use... ie. none or 0.  Because of these being auto filled by the program, unused tuition amount available to transfer is always 0, so the amount that can be transferred or carried forward is not possible (since I can't type over the pre-filled amounts).   The only way this seems to work (auto filled by the turbo tax program) is if I DELETE my child's T4 info.   Thus, it appears no tuition amount can be transferred or carried forward if there is T4 income?  Is this the restriction?  Without applying the tuition amount to my child's return, a refund of about $2000 is the result.  Thus, it would make sense to transfer this to a parent to use instead if this is possible?  Much appreciate your guidance.  Thanks!

[TurboTaxVeronique]

@Jayde2 The amount the student must use on your own tax return is equal to the amount of credit required to reduce the taxes you owe. The calculation is available on Schedule 11 from line 1 to 17.

If you have no amount transferred to line 18 to 25 in Schedule 11, you cannot override it. If the student transfers an amount to a designated individual (parents or else), they should only transfer the amount this person can use.

I the student has carried forward amount from previous years, this amount can't be transferred to anyone. It needs to be used by this student.

You can do some verifications to make sure all information are properly entered, starting with the T2202 slip.

Thank you for choosing TurboTax
 

[Jayde2]

Yes, all information are properly entered as per T2202 slip accordingly.  Then turbo tax auto filled lines 1-17 on Schedule 11 for my child based on this.  My child did specify transfer of unused amount to a parent in the next section before lines 18-25 as there is no need for my child to claim the tuition amount since a refund is pending  ie. no tax owing.

Lines 10 and 17 are the same amounts, which are auto filled into lines 18 and 19 respectively.  Thus line 20 (total unused amount) is always 0.  Same with lines 8 and 16, which are auto filled into lines 21 and 22 respectively.  Thus line 23 (Unused tuition amount available to transfer) is always 0.  Because of these, an amount to transfer cannot be specified.

Since the fields in Schedule 11 are auto filled, where override of these is not allowed, how can any amount be specified for transfer if line 20 and 23 are always 0?   It appears turbo tax is automatically applying all the tuition amounts to my child's tax return even though he does not have any tax owing, and NOT allowing any tuition amounts to be transferred.   Please advise how any tuition amount my child do NOT need can be specified and transferred in this case?  

Would my child having T4 income restrict this in any way?   As advised, if I delete the T4 form, then the transfer of the tuition amounts works accordingly as per the steps advised.  Much appreciate your guidance.   Thanks!

In addition -

https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-re...

The CRA website does indicate full or partial tuition amounts can be transferred or carried forward even with income, but the turbotax program does not seem to allow this since it automatically uses up all the tuition amounts for my child.  Not sure how to get around this without compromising ability to Netfile.  Much appreciate some advice or guidance on this. Thanks!

[TurboTaxVeronique]

@Jayde2 You are right! even with income, a student should be able to transfer tuition from current year to a parent, up to $5000. 

I will send you a private message. To access it, please log in to your TurboTax community account and click on the envelope icon in the top right-hand corner.

Thank you for choosing TurboTax.

[Jayde2]

Will do!  But not sure how to reply to your private message as there is no SEND option once I typed my response in the message body.  Thus I sent a new message to you with your requests.   Hope this makes it to you.

Thanks Veronique!

[TurboTaxVeronique]

@Jayde2 Did you receive my message? Sometimes, you can't see Reply button because of the display of your browser. Make sure your are in full screen and also you can decrease the zoom of your page by clicking on the 3 dots, on top right corner.

Thank you,

[Jayde2]

Yes I did receive your message, but I was not able to reply, so I sent you a new message with the requested info.  I see you have replied, so I will revert from there.   Thank you!