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