Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 

Where do i find tools to change line 31800?

 
1 Reply

Where do i find tools to change line 31800?

Thank you for choosing TurboTax.

Disability Amount Transferred from a Dependant – Line 31800: As per CRA: If have a dependant who is able to claim the Disability Tax Credit (DTC) and does not need to claim all or part of that amount on their tax return. you may be able to claim all or part of their disability amount on your tax return.

 

Applying for the Disability Tax Credit:

  • You may claim the disability tax credit for yourself, a child, or your spouse or common-law partner.
  • To apply, either the person with the disability or a legal representative must fill out the T2201 tax form. For example, if you are applying for the DTC on behalf of your child, you may act as the legal representative and fill out Part A of the form.
  • A medical practitioner is required to fill out Part B of the form. Depending on the type of impairment, a medical doctor, optometrist, audiologist, occupational therapist, psychologist, or speech-language pathologist may complete this portion.
  • When the form is completed, mail it to your nearest tax center.

 

 For more information please check: A Guide to the Disability Tax Credit

 

To claim the disability tax credit, you must first have an approved DTC application (form T2201) on file with the CRA, completed by both the person claiming the credit and a medical professional. If you’re transferring the credit from your dependant, Section 4 of the form must also be signed by the person with the disability.

 

To enter this information into TurboTax, select from one of the following options:

 

Online versions of TurboTax

 

Before claiming any disability tax credit amounts, you’ll need to make sure that you have already entered a dependant into your return profile.

 

Once this has been completed, use the following steps to transfer your disability tax credit(s):

  1. Select the magnifying glass icon (or Find), then type Disability Amount Transfer and select Go.
  2. Select the dependant whose disability amount you want to transfer, then select Enter Credit Info.
  3. On the Claim Dependant Credits step, check Disability amount transfer, then select Continue.
  4. Complete the Disability Transfer step and select Continue.

TurboTax will then automatically calculate the amount your dependant can transfer based on the income and other info you entered, deducting this amount from your balance owing (if applicable).

You’ll find the calculated amount on your Dependant Credit Summary.

 

CD/Download versions of TurboTax

 

Before claiming any disability tax credit amounts, you’ll need to make sure that you have already entered a dependant in your return profile.

 

Once this has been completed, use the following steps to transfer your disability tax credit(s):

  1. Select the magnifying glass icon (or Find), then type Claims for Dependants and select Go.
  2. On the Claims for Dependants step, answer Yes, then select Continue.
  3. Select the dependant whose disability amount you want to transfer, then select Enter Dependant Credits.
  4. On the Claim Dependant Credits step, check Disability amount transfer and select Continue.
  5. Complete the Disability Transfer step and select Continue.

 

TurboTax will then automatically calculate the amount your dependant can transfer based on the income and other info you entered, deducting this amount from your balance owing (if applicable).
You’ll find the calculated amount on your Dependant Credit Summary.

 

For more information please check: 

How to claim the disability tax credit transferred from a dependant?

How to claim the Disability Tax Credit transferred from your spouse?

 

If you need any further clarifications, we would be glad to assist you by having you contact us by phone or via Facebook or  Twitter