How do I enter a T4A slip (and matching Relevé 1 or Relevé 2)?
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
- Answer the initial Personal info interview questions if you haven't already. This unlocks the Tax home screen.
- From the Tax home screen, under Add to your return, enter T4A and select T4A Pension, Retirement, Annuity.
- 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.
- On the T4A - Summary screen, review the information and either edit, enter a new slip, or select Done with T4A Slips.
- Answer the initial Personal info interview questions if you haven't already. This unlocks the Tax home screen.
- From the Tax home screen, under Add to your return, enter T4A.
- Select T4A - Relevé 1 - Relevé 2 Pension, Retirement, Annuity from the list of results.
- On the T4A - Relevé 1 - Relevé 2 - Summary screen, select Enter new T4A - Relevé 1 or Relevé 2.
- On the T4A - Pension, Retirement, Annuity, and Other Income screen, fill out the form in TurboTax with the information from your slip.
- Select Enter a Relevé 2 or Enter Relevé 1 as applicable.
- Fill out the form in TurboTax.
- If you just entered:
- A Relevé 2, select Done With T4A - Relevé 2.
- A Relevé 1, select Save and Continue.
- 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
- 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.
- On the Entering your federal T-slips screen, select T4A - Pension, Retirement, Annuity, and Other Income (including scholarships and bursaries) and select Continue.
- Proceed with your other various income sources, if any, in the order they appear.
- On the T4A - Pension, Retirement, Annuity, and Other Income screen, enter the information from your T4A.
- 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.
- On the T4A - Summary screen, review the information and either edit, enter a new slip, or select Done with T4A Slips.
- Select the Find icon from the menu, and in the search bar in the pop-up window, enter T4A.
- Select T4A - Relevé 1 - Relevé 2 Pension, retirement, annuity, then select Go.
- 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.
- Proceed with your other various income sources, if any, in the order they appear.
- On the T4A - Pension, Retirement, Annuity, and Other Income screen, enter the information from your T4A.
- Select Enter Relevé 2 or Enter Relevé 1 as applicable.
- Fill out the form in TurboTax.
- If that was not the last slip, select Enter new T4A - Relevé 1 or 2 and enter the info.
- If that was the last slip, select Done With T4A - Relevé 2 or Done With T4A - Relevé 1 as applicable.
- 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.