Amending individual records
After filing your tax-free savings account (TFSA) annual information return, you may notice an error on a TFSA individual record. If so, you will have to prepare an amended individual record to correct the information. When submitting an amended individual record, send the entire record and not just the portion that needs amending.
Amended records are shown in an XML file with report type code "A".
The three possible report type codes are as follows:
- O = Original
- A = Amendment
- C = Cancelled
An amended return can contain amended or cancelled records, but it cannot contain original records.
Do not send an amended record if you are modifying a contract number. For more information, see Cancelling individual records.
The summary and T619, Electronic Transmittal record, must show report type code "A", not "O".
The file must be in XML format.
For more information on how to amend records electronically, go to Filing Information Returns Electronically and select "How to Amend".
To file amended individual records electronically, go to Electronic filing methods.
You can download rejected records using the "Download rejected TFSA records" service at:
- My Business Account, if you are the business owner;
- Represent a Client, if you are an authorized employee or representative.
-
Example – Amending individual records
The original records had the following two transactions:
Original records Date of transaction Contribution Withdrawal 2023-01-04 $500.00 0 2023-12-29 $1,000.00 0 If you notice after filing that the contribution for December 29, 2023, should have been $100.00 and not $1,000.00, do not send a record with an adjustment of negative (-) $900.00. Send an amended record with the following transactions:
Amended record Date of transaction Contribution Withdrawal 2023-01-04 $500.00 0 2023-12-29 $100.00 0 When submitting the amended individual record, all the original data on the previous individual record that is unchanged, as well as the modified data must be included.
Related topics
Page details
- Date modified: