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How do I enter a T4A slip (and matching Relevé 1 or Relevé 2)?

by TurboTax1 Updated 4 days ago

Select the section that best describes your slip situation, then follow the instructions provided.

Note: Some of the fields on your slip might not be in TurboTax. You only need to enter the slip information that TurboTax asks for.

For a complete guide to the T4A tax slip, visit the TurboTax blog.

Instructions for TurboTax Online

  1. Answer the initial Personal info interview questions if you haven't already. This unlocks the Tax home screen.
  2. From the Tax home screen, under Add to your return, enter T4A and select T4A Pension, Retirement, Annuity.
  3. On the T4A - Pension, Retirement, Annuity, and Other Income screen, fill out the form in TurboTax with the information from your slip and select Done with T4A.
  4. On the T4A - Summary screen, review the information and either edit, enter a new slip, or select Done with T4A Slips.
  1. Answer the initial Personal info interview questions if you haven't already. This unlocks the Tax home screen.
  2. From the Tax home screen, under Add to your return, enter T4A.
  3. Select T4A - Relevé 1 - Relevé 2 Pension, Retirement, Annuity from the list of results.
  4. On the T4A - Relevé 1 - Relevé 2 - Summary screen, select Enter new T4A - Relevé 1 or Relevé 2.
  5. On the T4A - Pension, Retirement, Annuity, and Other Income screen, fill out the form in TurboTax with the information from your slip.
  6. Select Enter a Relevé 2 or Enter Relevé 1 as applicable.
  7. Fill out the form in TurboTax.
  8. If you just entered:
    • A Relevé 2, select Done With T4A - Relevé 2.
    • A Relevé 1, select Save and Continue.
  9. On the T4A - Relevé 1 - Relevé 2 - Summary screen, review the information and either edit it, enter a new slip, or select Done with T4A, Relevé 1 and Relevé 2 Slips.

Instructions for TurboTax Desktop

  1. Select Find from the menu, enter T4A in the search bar in the pop-up window, select T4A Pension, retirement, annuity from the list of results, and then select Go.
  2. On the Entering your federal T-slips screen, select T4A - Pension, Retirement, Annuity, and Other Income (including scholarships and bursaries) and select Continue.
  3. Proceed with your other various income sources, if any, in the order they appear.
  4. On the T4A - Pension, Retirement, Annuity, and Other Income screen, enter the information from your T4A.
  5. If you have more T4A slips to claim, select Enter new T4A and fill out the form, repeating the previous step for each slip, and then select Done with T4A.
  6. On the T4A - Summary screen, review the information and either edit, enter a new slip, or select Done with T4A Slips.
  1. Select the Find icon from the menu, and in the search bar in the pop-up window, enter T4A.
  2. Select T4A - Relevé 1 - Relevé 2 Pension, retirement, annuity, then select Go.
  3. On the Entering your federal T-slips and relevé slips screen, select T4A / Relevé 2 / Relevé 1 - Pension, Retirement, Annuity, and Other Income (including scholarships and bursaries), and select Continue.
  4. Proceed with your other various income sources, if any, in the order they appear.
  5. On the T4A - Pension, Retirement, Annuity, and Other Income screen, enter the information from your T4A.
  6. Select Enter Relevé 2 or Enter Relevé 1 as applicable.
  7. Fill out the form in TurboTax.
  8. If that was not the last slip, select Enter new T4A - Relevé 1 or 2 and enter the info.
  9. If that was the last slip, select Done With T4A - Relevé 2 or Done With T4A - Relevé 1 as applicable.
  10. On the T4A - Relevé 1 - Relevé 2 - Summary screen, review the information and either edit, enter a new slip, or select Done with T4A, Relevé 1 and Relevé 2 Slips.

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