Pension
Interview setup
Text version for the above image
UFile screen
Under Interview tab
Family Head sub-tab
Interview setup topic is highlighted
Pension and other income section is highlighted
Pension income, other income and split pension income, COVID-19 benefits (T4A, T4FHSA, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF, T1032) is ticked
- Click Interview setup in the left-side menu.
- In the Pension and other income section, tick the box next to Pension income, other income and split pension income, COVID-19 benefits (T4A, T4FHSA, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF, T1032) and click Next.
Quebec Pension Plan benefits - Child benefit (orphan’s pension or pension for a disabled person’s child)
- To enter the information from the T4A(P) and RL-2 slips in the child’s profile, select Yes to the question Did this dependant have any income in 2024? in the Dependant ID topic in order to see the Pension and other income section in the Interview setup.
T4A, T4FHSA, pension and retirement income
Text version for the above image
UFile screen
Under Interview tab
Family Head sub-tab
T4A, T4FHSA and pension income topic is highlighted
T4A, T4FHSA – Pension and retirement income page
T4A – Pension, retirement, annuity, and other income (COVID-19 benefits) is highlighted
T4A(OAS) – Old age security pension income is highlighted
T4A(P) – Statement of Canada or Québec pension plan benefits (RL-2) is highlighted
T4RIF – Income from registered retirement income fund (RL-2) is highlighted
T4RSP – Income from registered retirement savings plan (RL-2) is highlighted
- Click T4A, T4FHSA and pension income in the left-side menu.
- Click the + sign next to T4A – Pension, retirement, annuity and other income (COVID-19 benefits).
T4A, RL-1 and RL-2
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UFile screen
Under Interview tab
Family Head sub-tab
T4A annuity income topic
T4A – Pension, retirement, annuity and other income page
OTHER INFORMATION (COVID-19 benefits) is highlighted
Maple leaf icon and QC are highlighted
Footnotes relating to specific T-slip entries and Box 135 (RL-2, Box 235) is highlighted
- Enter the amounts from the individual's T4A and RL-1 slips, or T4A and RL-2 slips into the corresponding fields.
- If the amounts in boxes 024 and 194 of the T4A slip and in box B of the RL-2 slip were received because of the death of a spouse:
- enter the amount from box 024 of the T4A slip and box B of the RL-2 slip into the appropriate field from the Annuities drop-down menu which includes the words – death of spouse.
- Enter the amount from box 194 of the T4A slip and box B of the RL-2 slip into the field PRPP payments – death of spouse (RL-2 box B).
- In the drop-down menu under Other information (COVID-19 benefits), you will find:
- Boxes of the T4A slip: 105, 131, 133, 197 to 199, 201 to 204, and 211.
- Boxes of the RL-1 slip: O code RB, O code RZ, O code O-6 to O code O-10.
- In the drop-down menu under Footnotes relating to specific T-slip entries and Box 135 (RL-2, Box 235), you will find:
- Boxes of the T4A slip: 144, 146 and 148.
- Box 235 of the RL-2 slip.
- Enter the amount from box 201 of the T4A slip and from box O code O-8 or O-9 (depending on the situation) of the RL-1 slip. If the amount in box 201 differs from box O, click the maple leaf icon to enter the provincial amount.
- Click Next.
- Click the + sign next to T4A(P) – Statement of Canada or Québec pension plan benefits (RL-2).
T4A(P) and RL-2
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UFile screen
Under Interview tab
Family Head sub-tab
T4A(P) CPP/QPP benefits topic
T4A(P) – Statement of Québec Pension Plan Benefits (RL-2) page
- Enter the amounts from the individual’s T4A(P) and RL-2 slips into the corresponding fields.
- Click Next.
- Click the + sign next to T4RSP – Income from registered retirement savings plan (RL-2).
T4RSP and RL-2
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UFile screen
Under Interview tab
Family Head sub-tab
T4RSP RRSP income topic
T4RSP – RRSP income (RL-2) page
- Enter the amounts from the individual’s T4RSP and RL-2 slips into the corresponding fields.
- Do not forget to enter the income tax deducted at source indicated in box 30 of the T4RSP slip and in box J of the RL-2 slip.
- Click Next.
- Click the + sign next to T4A(OAS) – Old age security pension income.
T4A(OAS)
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UFile screen
Under Interview tab
Family Head sub-tab
T4A(OAS) old age security topic
T4A(OAS) page
- Enter the amounts from the individual’s T4A(OAS) slip into the corresponding fields.
- Click Next.
- Click the + sign next to T4RIF – Income from registered retirement income fund (RL-2).
T4RIF and RL-2
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UFile screen
Under Interview tab
Family Head sub-tab
T4RIF RRIF income topic
T4RIF – RRIF income (RL-2) page
- Enter the amounts from the individual’s T4RIF and RL-2 slips into the corresponding fields.
- Click Next.
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