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