TurboTax HelpTurboTax HelpIntuit

How do I claim the Disability Tax Credit transferred from my dependant?

by TurboTax2 Updated about 7 hours ago

To transfer the Disability Tax Credit (DTC):

  • A DTC application for T2201 must first have been completed by:
    • The DTC transferee (Part A section 2).
    • The DTC-eligible transferor (Part A section 4).
    • A medical practitioner (Part B).
  • The form must have been approved by the CRA.

Select your TurboTax edition.

Before claiming any DTC amounts, make sure you've already entered a dependant into your personal info profile. Once this is complete, you can transfer the Disability Tax Credit:

  1. At the Tax home screen, under Add to your return, enter dependant, and select Additional Dependant Info.
  2. At the Tell us about your dependants screen, complete the form, making sure to select Yes for qualifies for the disability tax credit, for each applicable dependant.
  3. At the Tax home screen, under Add to your return, enter dependant and select Claims for Dependants Intro.
  4. At the Claims for Dependants screen, select Yes.
  5. At the Your children and other dependants screen, for each dependant with a disability amount for transfer, Sselect Enter Credit Info.
  6. At the Claim Dependant Credits screen, check the box for Disability amount transfer.
  7. At the Disability Transfer screen, select Yes.
  8. At the Tax home screen, if you select View detailed summary, you’ll see the transferred amount at Line 31800 Disability amount transferred from a dependant.

Before claiming any DTC amounts, make sure you've already entered a dependant into your return profile. Once this is complete, you can transfer the Disability Tax Credit.

  1. Find, then enter claims in the search bar, select claims for dependants and select Go.
  2. At the Claims for dependants screenstep, answer Yes, then select Continue.
  3. Select the dependant whose disability amount you want to transfer, then select Enter Dependant Credits.
  4. At the Claim Dependant Credits screen, check Disability amount transfer, then select Continue.
  5. At the Disability Transfer screen, provide any required info and select Continue.

TurboTax will 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 Dependants credit summary.

More like this