Schedule 11: Tuition, Education, and Textbook Amounts - Common to all EXCEPT for QC and non-residents

What’s in this article?

IMPORTANT: If you are a resident of Québec, you will need to complete Schedule 11 and Schedule T to calculate the tuition, education, textbook, and examination fees that you can claim. You can also use Schedule T to calculate the amount of tax credit that you can carry forward or transfer to a family member. These forms are combined in H&R Block's tax software - click this link to learn more about Schedule T.

What is this?

Schedule 11 is used by students to calculate the federal Tuition, Education, and Textbook Amounts tax credit, as well as the tax credit amount that can be transferred to a family member, and any unused amount that can be carried forward to a future year. The Tuition, Education, and Textbooks Amounts tax credit is a non-refundable credit that lets students reduce any income tax payable.

Note: You cannot transfer carryforward amounts from a previous year to a family member (parent, grandparent, spouse, or common-law partner). Only current year provincial tuition amounts can be transferred.

If you are a student, you must complete and file Schedule 11. Note that you must complete this schedule yourself; no one else can complete it for you. You will use information on the tax certificate you received from your educational institution to complete this form.

You must file Schedule 11 with your tax return even if you don’t have to pay income tax and are carrying forward all or part of your tuition, education, and textbook amounts. This lets Canada Revenue Agency (CRA) update their records on the tax credit amount that you can carry forward to other years. 

 

Am I eligible?

If you are a student and want to claim, carry forward, or transfer the federal Tuition, Education, and Textbook Amounts tax credit, you must complete and file Schedule 11. To claim the Tuition, Education, and Textbook Amounts tax credit, you must also have received a tax certificate (T2202A, TL11A, TL11B, or TL11C) from your educational institution and the eligible fees paid must have been more than $100.

If you are a resident of Québec, you will also receive an RL-8: Amount for full-time post-secondary studies slip along with a tax certificate, such as the T2202A.

Click this link for more information on the tuition, education, and textbook amounts.

 

Where do I claim this?

IMPORTANT: If you are a resident of Québec, you will need to complete the federal Schedule 11 and Québec’s Schedule T to calculate the tuition, education, textbook, and examination fees that you can claim. You can also use Schedule T to calculate the amount of tax credit that you can carry forward or transfer to a family member. These forms are combined in H&R Block's tax software – the steps below show you how to get to Schedule 11 and Schedule T. Depending on where you tell us you lived, the fields related to your applicable form will be displayed.

If you are claiming both a Schedule 11 and a Schedule T:

Ensure you tell us that you lived in QUÉBEC on December 31st of the 2015 tax year, in H&R Block’s tax software. To do this:

  1. Click the HOME tab.
  2. Click the ABOUT YOU icon, and click the Your residence link. You will find yourself here:

To claim your Schedule 11 (and Schedule T, if applicable) slip, follow these steps:

  1. Click the PREPARE tab.
  2. Click the YOUR YEAR IN REVIEW icon. You will find yourself here:
  3. Click the checkbox labelled I was a student or I wasn’t a student but I have unused tuition amounts or interest.
  4. Scroll to the bottom of the page and click Continue.
  5. Click the STUDENTS icon. You will find yourself here:
  6. Under the CREDIT AMOUNTS section, click the checkbox labelled Tuition, education, and textbook amounts (Schedule 11 & Schedule T).
  7. Scroll to the bottom of the page and click Continue.

When you arrive at the page for the Schedule 11 slip, enter your information into the tax software.

If you are claiming this credit on behalf of an eligible dependant:

Note: You must first complete your dependant’s return, for whom you will be claiming the tuition, education, and textbook amounts. You must also ensure that you have entered your dependant’s information into the tax software. To do this:

  1. Click the HOME tab.
  2. Click the ABOUT YOUR DEPENDANTS link. Enter all the required information about your dependant into the tax software.

Note: If you want to enter more than one dependant, click the +Add Another Dependant button on your screen.

Once you have told us about your dependant(s), follow these steps to claim your dependant’s tuition, education, and textbook amounts:

  1. Click the name of your dependant on the left-hand navigation panel.
  2. Under the Transfer amounts heading, click the checkbox labelled Tuition, education, and textbook amounts.
  3. Click Continue.

When you arrive at the Tuition amounts page, enter your information into the tax software.

 

If you told us your marital status was married or in a common-law relationship, you must indicate which partner will be claiming the tuition, education, and textbook amounts transferred from your dependant. To do this:

  1. Click the WRAP-UP tab.
  2. Under the Credits that can only be claimed by one spouse heading, click the name of the partner who will be claiming the tuition, education, and textbook transfer amounts.

 

Where can I learn more?