FAQ's: Tax related questions

• I'm claiming the caregiver credit for hosting an adult relative with a physical or mental infirmity. May I claim the reduction for disabled or infirm dependants (Ontario Tax Reduction, line 55) even though the infirm dependant is not eligible for the disability amount?
• May I claim the federal or provincial disability amount (line 5844) when also claiming fees for full-time care in a nursing home?
• How do I enter medical expenses in UFile?
• Can I use UFile to prepare the return of a deceased taxpayer? If so, how?

I'm claiming the caregiver credit for hosting an adult relative with a physical or mental infirmity. May I claim the reduction for disabled or infirm dependants (Ontario Tax Reduction, line 55) even though the infirm dependant is not eligible for the disability amount?
Yes, as long as you can prove that the dependant is infirm. UFile does not calculate the reduction for disabled or infirm dependants in situations where "Do not claim disability amount" is selected on the "Dependant's infirmity and disability" data entry form.

Please contact our Support team If you are in this situation and you have a positive amount on line 60 (Ontario tax) of schedule ON428. They will help you determine whether claiming the reduction for disabled or infirm dependants impacts your tax return and if so, provide you with information on how to adjust your tax return to obtain this amount.

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May I claim the federal or provincial disability amount (line 5844) when also claiming fees for full-time care in a nursing home?
The same rule should apply on federal line 316 and provincial line 5844. That is: the disability tax credit cannot be claimed if you are claiming fees for full-time care in a nursing home.

To ensure the Disability Credit is not claimed where fees for full-time care in a nursing home are, visit to the Disability section and change option "Claim disability amount" to "Do not claim disability amount" to the question "Are you eligible for the disability amount on line 316".

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How do I enter medical expenses in UFile?
To enter your medical expenses in UFile, proceed as follows:

1. In the UFile interview, click Medical and disability.

2. In the QuikClik navigator on the left, click Medical expenses.

3. Enter your medical expenses.

To add to the list of medical expenses, use the "+" symbol at the right to display additional fields.

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Can I use UFile to prepare the return of a deceased taxpayer? If so, how?
Yes, you can do so by following the steps below from within the file of the deceased person:

1. Interview setup -> Tax return for a deceased person

2. Deceased -> Complete the data entry form.

Then, in the file of the surviving spouse (if applicable):

1. Marital status change -> Change in your marital status in 20YY -> Taxpayer became widowed -> Date of change in your marital status (dd-mm-yyyy) -> Answer other question(s) (if applicable)

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