Other forms and publications you may need to help you complete your income tax and benefit return
Generally, you should use the income tax package for the province or territory where you resided on December 31 of the year. Depending on your tax situation, you may need to refer to other publications or complete additional forms and schedules to complete additional calculations.
If you entered an amount on any of the lines included in the following steps of your return, see the related guides, forms and schedules listed.
For topics of interest to seniors, see Changes to your taxes when you retire or turn 65 years old.
Step 2 – Total income
Line number | Description | Related guides, if any | Related forms and schedules |
---|---|---|---|
line 11600 | Elected split-pension amount | Form T1032, Joint Election to Split Pension Income | |
line 12000 line 12010 |
Taxable amount of dividends from taxable Canadian corporations | Federal Worksheet | |
line 12100 | Interest and other investment income | Federal Worksheet | |
line 12600 | Rental income | Guide T4036, Rental Income | Form T776, Statement of Real Estate Rentals |
line 12700 | Taxable capital gains | Guide T4037, Capital Gains | Schedule 3, Capital Gains (or Losses) |
line 13500 line 13700 line 13900 line 14100 line 14300 |
Self-employed income (business, professional, commission, farming, and fishing income) | Guide T4002, Self-employed Business, Professional, Commission, Farming, and Fishing Income | Form T2125, Statement of Business or Professional Activities |
Step 3 – Net income
Step 4 – Taxable income
Line number | Description | Related guides, if any | Related schedules and forms |
---|---|---|---|
line 24900 | Security options deductions | ||
line 25400 | Capital gains deduction | Guide T4037, Capital Gains | Form T657, Calculation of Capital Gains Deduction Form T936, Calculation of Cumulative Net Investment Loss (CNIL) to December 31, 2023 Form T2017, Summary of Reserves on Dispositions of Capital Property |
line 25500 |
Step 5 – Federal tax
Part B – Federal non-refundable tax credits
Part C – Net federal tax
Line number | Description | Related guides, if any | Related schedules and forms |
---|---|---|---|
line 40424 | Fedreal tax on split income | ||
line 40427 | Minimum tax carryover | Form T691, Alternative Minimum Tax | |
line 40500 | |||
line 41200 | Investment tax credit | Form T2038(IND), Investment Tax Credit (Individuals) | |
line 41800 | Special taxes | Guide RC4092, Registered Education Savings Plans | Form T1172, Additional Tax on Accumulated Income Payments from RESPs Form RC359, Tax on Excess Employees Profit Sharing Plan Amounts |
Step 6 – Refund or balance owing
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