When only doing 1/2 of a couple-spouse going elsewhere-how do you input that other person's income

You can enter the details of the spouse's income on Schedule 2

If you do not know the details then just enter on one line an amount great enough that it will stop any transfers. But be thorough when reviewing your client's return to ensure nothing has leaked through.

Note that the CRA will largely ignore the information that you input and will use the spouse's actual information in their records when your client's return is actually assessed'

Larry Hancock

Thanks Larry.  While I appreciate what you've said, this is what I was trying to do, but having problems.  On the Schedule 2, in the first section under "Net Federal Supplements", there is a white space with a dropdown list.  If I try to click on "Employment Income" and then go to add a dollar amount, the "Employment Income" part disappears.  And it won't let you add a dollar amount without something in that white space.  I CAN put it an amount as an override on line E and yes, it shouldn't allow the transfers as a result; but it does.  The amount I put in does NOT carry over to the S5, neither does it carry to the provincial 428.  So should I go put that same amount on Line 4 of the Schedule 5 and also manually put it in Line 12 of the 428 (AB)?  Just seems like an awful lot of steps and I figured there had to be a simpler way to go about it. 

There are times when the simplest solution is to actually begin a tax return for the spouse you are not doing and make the relevant entries on the correct pages as best you can.  You need the basics anyway - SIN, date of birth, etc.  Then just uncouple them and mark the spouse as not filing.

Hope this helps.

Jo

JRBooks suggestion would certainly work

Myself, I do what you tried to do. But in the white space, on the dropdown menu, choose the very first item... 10100 Employment Income.... I put in an amount of about $30,000 

But as I say, check the return when done to be sure that that amount is not causing any problems re transfers, medical or anything before finalizing

Larry

I found that, when I selected that same one  ...10100 Employment Income...I was then unable to put in an amount (ie:30,000) because, when I did, the words disappeared.  So I don't get why it lets you put in an amount?  Bottom line though is that I think I've found it works the very best to put the dollar amount in on HIS T4 because, from there, it seems to carry through everywhere correctly.

Thanks for all the help Larry!

This is solved now.  I've realized why I was having the problem.  As the wife had not been sure if her husband was getting his taxes done with me or not, I had created a return to include both the husband and the wife.  I always file with the husband on the primary page and the wife on the second, just to always have it the same.  I did NOT uncouple because I didn't think it was necessary and he might to choose to come with her one day and I would already be set up for him.  Besides that, I figured if his income was high enough, it wouldn't matter because the income is the same whether coupled or not, but then ran into the issue of WHERE to put his income to make sure it transferred correctly.  Everywhere I tried pretty much gave me issues of one sort or another until I tried uncoupling them.  Once I did that, I was able to put his income on either her info page or Schedule 2 and the program handled it correctly regarding any transfers.

The answer to my question is to UNCOUPLE the return!

Thanks Duncan.  I finally came to that conclusion, but I appreciate the response anyway! 

Glad I could confirm your solution!