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afs-sylvio
Level 3
posted
‎June 01, 2021 11:35 AM
last updated ‎June 01, 2021 11:35 AM

Filing for a deceased person-Final Return

Can I have some assistance regarding the two warnings below?

 

Warning- T1EFILEA subsection 104(13.4) election has been made for a deceased taxpayer. However, the election amount specified is invalid. Please enter a valid amount on line 52080 of the T1Efile form.


Warning- T1EFILEA subsection 104(13.4) election has been made for a deceased taxpayer. T3 slip has been entered. However, the subsection 104(13.4) election amount has not been specified. Please indicate the election amount on line 52080 of the T1Efile form.

 

I did called CRA and these warnings referred to AlterEgo Spousal Trusts, but client is not aware of the existence of any trusts, the CRA "deceased taxpayer" agent suggested overriding the warning on Profile!  Others have mentioned to me, it could related to a Corp tax file.

 

I don't believe that it should be that complicated but any assistance would be appreciated.

 

The taxpayer has a few slips, 3 -T5013, 6-T3, and a T5008 plus others (ie. T5, a few versions of T4s).

Any assistance would be appreciated.

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Best answer June 10, 2021
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afs-sylvio
Level 3
‎June 10, 2021 07:27 AM

Filing for a deceased person-Final Return

You are correct, in error, the box was checked off.

 

Thanks for your help..just trying to help a friend.

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4 Comments 4
afs-sylvio
Level 3
‎June 01, 2021 12:06 PM

Filing for a deceased person-Final Return

To add,,when I'm entering date in Profile from T5013 slips, Under Heading: Canadian and Foreign Net Business or Limited Partnership Income (loss), Source of Net Income (loss) has a drop menu but I'm unable to enter more than one item?    Please advise

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afs-sylvio
Level 3
‎June 02, 2021 10:23 AM

Filing for a deceased person-Final Return

I just picked up that on the T5008, T5 and 1 T5013, the Recipient Type Box is:

  • "4" other, for example, association, trust (fiduciary-trustee, nominee, or estate), club, or partnership?

 

Do I excludes these slips from the Final return and then begin a T3 return?

 

Thanks in advance for your help?

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dogilvie89
Level 4
‎June 10, 2021 04:56 AM

Filing for a deceased person-Final Return

sounds like you have ticked off the box for "early filed" for deceased --it is NOT early as he/she died in 2020 and doing a 2020 RETURN

 

remove that mark and get them to hire someone that knows what they are doing--I hope you are not actually charging these people ?

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afs-sylvio
Level 3
‎June 10, 2021 07:27 AM

Filing for a deceased person-Final Return

You are correct, in error, the box was checked off.

 

Thanks for your help..just trying to help a friend.

Reply Join the conversation