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How do I claim the amount for full-time post-secondary studies (RL-8)?

by TurboTax Updated a day ago

The steps for claiming the amounts on an RL-8 slip vary depending on whether you're a student claiming this amount on your own return, or are transferring these amounts over from a dependant. Make sure to select your proper status and current version of TurboTax from the list provided below for more detailed instructions.

Note: TurboTax automatically calculates the maximum amount you can claim and subtracts it from your tax balance owing.

  1. From the Tax home screen, select Deductions > Claims for Dependants Intro.
  2. At the Claims for Dependants screenstep, select Yes and continue.
  3. At the Your children and other dependants screen, select Enter Credit Info next to the dependant transferring their amount to you.
  4. At the Claim Dependant Credits screen, select Transfer my child’s tuition and education amounts, then continue.
  5. At the Tuition Transfer Amount screen, enter the information from your dependant’s tax return in the space provided.
  6. Select Tuition Transfer.
  7. On the Tuition Transfer Amount step, enter the amount of federal tuition your dependant is transferring to you, then select continue.
  8. At the Good News! screen, the Tuition and education amount transferred is displayed.
  1. Find and enter dependants into the search field.
  2. Select Claims for dependents from the options that appear, then select Go.
  3. At the Claims for dependants screen, select Yes, then continue.
  4. At the Dependant credits screen, select the dependant transferring their amount to you, then select Enter Dependant Credits.
  5. At the Claim Dependant Credits screen, select Transfer my child’s tuition and education amounts, then continue.
  6. At the Tuition Transfer Amount screen, enter the information from your dependant’s T2202A, Schedule S, Schedule T, and Relevé 8, then continue.
  7. At the Dependant credits screen, select Done Entering Credits.
  8. At the Dependants credit summary, you’ll see the amounts transferred.

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