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Level 2

Separated tax payers

Clients have separated in Jan 2020.  The male partner is my new client.  My question how can I efile his 2019 return, as married status as of Dec. 31, 2019, but he's unable to have access to his former spouse financial information to file as a couple.  They share two children, while I left family credit, i.e. CCB, OCB, to the mother but I feel that with only one person's data, results may not be accurate?  Can efile Please advise.

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Best answer June 17, 2020

Best Answers
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ProFile Team

Separated tax payers

Hi, thank you for using Intuit ProFile Community

Since they were married on December 31 they have to file as such. At least spouses net income is required for ProFile to calculate the credits correctly.

 

For child tax benefit and GST, CRA will calculate the benefits based on the information they have on file. The calculations in ProFile for these benefits are estimates; the information is not sent to CRA, it's just displayed on the letter, GST form and summary

Hope this helps

View solution in original post

Highlighted
Level 2

Separated tax payers

The challenge is the ex-spouse is not cooperative and will not share her information?

 

Please advise,

 

 

Sylvio

View solution in original post

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Level 3

Separated tax payers

Hi,  in this situation it might be beneficial to estimate the amount of the wife's income.  This could be based on the previous year's tax return or other means (such as a trend in her income over prevous years).  That said, you should also keep a couple of notes on how you made the estimation in case CRA comes asking.  They will likely adjust based on the SIN of the wife when they get actual info but if your estimate is reasonably close, it should not affect his return too much.

View solution in original post

3 Comments
Highlighted
ProFile Team

Separated tax payers

Hi, thank you for using Intuit ProFile Community

Since they were married on December 31 they have to file as such. At least spouses net income is required for ProFile to calculate the credits correctly.

 

For child tax benefit and GST, CRA will calculate the benefits based on the information they have on file. The calculations in ProFile for these benefits are estimates; the information is not sent to CRA, it's just displayed on the letter, GST form and summary

Hope this helps

View solution in original post

Highlighted
Level 2

Separated tax payers

The challenge is the ex-spouse is not cooperative and will not share her information?

 

Please advise,

 

 

Sylvio

View solution in original post

Highlighted
Level 3

Separated tax payers

Hi,  in this situation it might be beneficial to estimate the amount of the wife's income.  This could be based on the previous year's tax return or other means (such as a trend in her income over prevous years).  That said, you should also keep a couple of notes on how you made the estimation in case CRA comes asking.  They will likely adjust based on the SIN of the wife when they get actual info but if your estimate is reasonably close, it should not affect his return too much.

View solution in original post