How do I enter tuition transferred from my spouse/partner or child?

Before you begin, find out the federal and/or provincial amount(s) your spouse/partner is transferring to you. Then, enter income and RRSP information for both yourself and your spouse/partner into TurboTax.

Note: For coupled returns, you'll first need to enter income, tuition, and education information for both you and your spouse/partner. TurboTax will then automatically claim the unused amounts on the spouse/partner’s return with the higher income. If you’re not preparing a coupled return, you’ll manually enter the amounts your spouse/partner is transferring to you.

TurboTax Online or TurboTax CD/Download:

1. When completing the intial personal profile and tax profile sections using theTurboTax EasyStep interview:
   • At what happened to you in 202x: were you a student in 2023 or did you have student expenses for yourself carried forward from previous years? the spouse with the tuition expenses should select Yes and then check all applicable boxes.
2. After entering applicable income and RRSP information as previously mentinoned, next you will take care of you rdeductions, including the tuition transfer. Select the Find icon from the upper icon menu.
3. Enter tuition in the search box, select Tuition Fees from the search result, and select Go.
4. At Tuition Fees, ensure the box for your spouse/partner is checked, then select Continue.
5. At Tuition and Education Fees select Enter Tuition Fees for your spouse/partner.
6. At Spouse/partner, enter your tuition fees, complete the form and if there are no more T2200 slips to enter, select Done with Tuition Fees.
7. At T2202, TL11 and Tuition Fees Paid - Summary, select Done with Tuition Fees.
8. Select the Find icon from the upper icon menu, enter tuition in the search box, select Tuition Amount Transfer from teh search results, and select Go.
9. Select Continue until arriving at Your Student Profile for 202x. Ensure the appliable boxes are checked for your spouse/partner, including the one for Transfer of tuition and education to a spouse, parent or grandparent.
10. Select Continue as required until arriving at Transfer Tuition and Education (Federal).
    • Ensure the desired transfer amount is in the desired transfer amount box, then select Continue.
    • If applicable, repeat for Transfer Tuition and Education (Provincial).
11. Continue to Student Summary, and review the results.

Before you begin, find out the federal and/or provincial amount(s) your dependant is transferring to you. Then, enter income and RRSP information for yourself into TurboTax. Finally, add your child or grandchild as a dependant.

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 Tranfer 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.

TurboTax CD/Download:

1. Select Find from the TurboTax menu.
2. Enter claims for dependants, select the result, then select Go.
3. When prompted to review or claim any of these credits, choose Yes, then select Continue.
4. Select the name of the dependant who's transferring unused tuition amounts to you, then select Enter Dependant Credits.
5. Select Transfer my child's tuition and education amounts, then select Continue.
6. Follow the on-screen instructions to enter the federal and/or provincial amounts your dependant is transferring to you, then select Continue.