Module 2: Tax Schedules And Information

Question 1

Schedule 1

Answer 1

Federal tax for 2018 and earlier

Question 2

Schedule 2

Answer 2

Amounts transferred from spouse

Question 3

Schedule 3

Answer 3

Capital gains and losses

Question 4

Schedule 4

Answer 4

Investment income and expenses
Now called “worksheet 4”

Question 5

Schedule 5

Answer 5

Details of dependents
Amounts for spouse or common law partner and dependents

Question 6

Schedule 6

Answer 6

Canadas worker benefit (2019 and later)

Previously:
Working income tax benefit (before 2019h

Question 7

Schedule 7

Answer 7

RRSP worksheet and activity (Other pension)

For :
RRSP
PRPP
SPP unusued controbutikns, transfers, and HBP or LLA activities

Question 8

Schedule 8

Answer 8

Canada pension plan (CPP) contributions and overpayment

Self employment??? – mentioned in module 3

Question 9

Schedule 9

Answer 9

Donations and gifts

Question 10

Schedule 11

Answer 10

Tuition worksheet

Question 11

Schedule 13

Answer 11

Employment insurance premiums on self employment

Question 12

Schedule 14

Answer 12

Climate action incentive
Only some provinces: AB, SK, MB, ON
Paymet from 2018-2020
Quarterly from 2021 onwards

Question 13

T4 slip

Answer 13

Statement of employment income

Question 14

T4A SLIP

Answer 14

Statemt of pension, retirement, annuity, and other income

Question 15

T4E SLIP

Answer 15

Employment insurance and other benefits

Question 16

T5018 slip

Answer 16

Statement of contract payments

Question 17

T5007 slip

Answer 17

Statement of benefits (social security)

Question 18

T4A(P) wnd T4A( OAS ) slips

Answer 18

Cpp and OAS eetirement pensions slips

Only issues by service canada or CRA

Question 19

T4RSP slip

Answer 19

Statement of RRSP income

Question 20

T4RIF slip

Answer 20

Statement of income from Registered Retirement Income FUnd (RRIF)

Question 21

T3 slip

Answer 21

Statement of Trust Income allocations and designations

Question 22

T5 slip

Answer 22

Statment of Investment income

Question 23

T5013 slip

Answer 23

Statement of partnership income

Question 24

T5008

Answer 24

Statement of securities transactions

Question 25

T2202A slip

Answer 25

Tuition and enrolment certificate

Question 26

All schedules (1-14)

Answer 26

1: fed tax 2018 and earlier 2: 3: 4: 5: 6: 7: 8: 9: 10: 11: 12: 13: 14:

Question 27

All Slips

Answer 27

Later

Question 28

Federal transfers from spouse (sch 2 lost)

Question 29

T1 general