What’s in this article?
If you are not completing and filing your and your spouse’s or common-law partner’s tax returns together, you must enter several amounts from your spouse’s or common-law partner’s return on Schedule 2 in order for H&R Block’s Tax Software to determine what federal amounts transfers you are entitled to claim.
Some federal amounts you may be eligible for are:
- Spousal amount
- Age amount
- Pension income amount
- Disability Amount
- Tuition, education, and textbook amount
If you want to claim a transfer of any of the above amounts from your spouse or common-law partner, make sure that you enter only the unused part of your spouse’s or common-law partner’s amounts. If he or she is filing a return, enter the amounts he or she entered on his or her return and schedules. To help you in finding the amounts from your spouse’s or common-law partner’s tax return, the software shows line numbers in the return for the amounts needed.
If your spouse or common-law partner is not filing a return, enter the amounts he or she would have entered on their return. You can get information for these amounts from your spouse’s or common-law partner’s information slips.
Note: Any inaccurate information entered on this form could result in delays, interest charges, or penalties by the Canada Revenue Agency (CRA). If you are eligible for provincial credits and tax reductions available for lower income taxpayers, you must enter your spouse’s exact net income. If you and your partner are higher income taxpayers an estimate is fine.
Once you enter the amounts on the Schedule 2, the tax software will automatically determine which federal amount transfer you can claim.
If you are married or in a common-law relationship and you and your spouse or common-law partner are not filing your tax returns together, you must provide information on the Schedule 2 for the tax software to determine the federal amounts you can claim.
- Schedule 2: Federal Amounts Transferred from Your Spouse or Common-law Partner (Canada Revenue Agency website)