2012 DIY报税交流专贴

[njshgz]

回复: 2012 DIY报税交流专贴

孩子去年考上了美国的大学，从2012年起在美国一所Colloge就读，今年报税收到了来自两份在她名下的T4A表，一份是我们给她购买的教育基金的盈利，一份是教育厅给的奖学金。孩子从去年开始报税，请问这些费用要在当年申报吗？另外她在美国的学费并没有加拿大这边的T2202A表格如何抵税？如果可以抵税的话能否转一些给父母（毕竟学费数目比较大）？多谢知道的筒子回答

有收入就需要申报。尤其是都已经有T4A收到了。这个在税务局都有登记的。（你登录到联邦的MY ACCOUNT里，你收到的每张TAX SLIP都已经在系统里了）。

关于学费，CRA是这样规定的

You can claim only the fees paid for courses you took in the year. To qualify, the fees you paid to attend each educational institution listed below in A, B, or C must be more than $100 for the year.
You can claim tuition fees paid to any of the following institutions:

1. a university, college, or other educational institution in Canada for courses at a post-secondary school level;
2. an educational institution in Canada certified by Human Resources and Skills Development Canada for courses (if you were 16 or older at the end of the year) to develop or improve skills in an occupation;
3. a university, college, or other educational institution in the United States for courses at a post-secondary school level if you lived in Canada near the border throughout the year and you commuted to the school; and
4. a university outside Canada, if you were in full-time attendance, for courses that were at least three consecutive weeks long and that will lead to a degree at the bachelor level or higher.

根据第4条，应该是可以使用的。但仍然需要提供相应的收据等等。

同时由于孩子去美国念书，可能还可以报一些搬家费用（MOVING EXPENSE)。

关于学生报税的详细，可以去http://www.cra-arc.gc.ca/students/。这是专门针对学生的情况的。基本上学生的各种可能的收入，开支以及其他CREDIT都有提及。

 

[scada]

回复: 2012 DIY报税交流专贴

太感谢这么翔实的回复了。

 

[自由云飞]

回复: 2012 DIY报税交流专贴

看来大家都DIY的差不多啦。
俺这个周末就准备递交出去了

 

[njshgz]

回复: 2012 DIY报税交流专贴

看来大家都DIY的差不多啦。
俺这个周末就准备递交出去了

单子终于到齐了？

 

[自由云飞]

回复: 2012 DIY报税交流专贴

单子终于到齐了？

不是很确定，去年3月份处理掉了BMO的一个Mutual Fund，按理说会给寄T3表的，但到现在只收到类似于亏损多少的汇总（类似于T5008）。
准备这周哪天去一个Branch询问一下是否有T3

 

[amwaypeter]

回复: 2012 DIY报税交流专贴

请问学生的住宿费如何填报？谢谢！

 

[njshgz]

回复: 2012 DIY报税交流专贴

请问学生的住宿费如何填报？谢谢！

住宿费不能申报为学费费用的
Eligible tuition fees do not include the following amounts:

• students' association fees;
• medical expenses;
• transportation and parking;
• meals and lodging;

 

[刹那一光年]

回复: 2012 DIY报税交流专贴

请教一下，

全职工每周末去上课的学费（单据是2013年3月份开出来的），可否申请退税？多谢~~

 

[njshgz]

回复: 2012 DIY报税交流专贴

请教一下，

全职工每周末去上课的学费（单据是2013年3月份开出来的），可否申请退税？多谢~~

从时间上来说，应该是2013税务年度使用。至于是否是符合条件的学费，需要参照以下的说明

You can claim tuition fees paid to any of the following institutions:

a university, college, or other educational institution in Canada for courses at a post-secondary school level;
an educational institution in Canada certified by Human Resources and Skills Development Canada for courses (if you were 16 or older at the end of the year) to develop or improve skills in an occupation;
a university, college, or other educational institution in the United States for courses at a post-secondary school level if you lived in Canada near the border throughout the year and you commuted to the school; and
a university outside Canada, if you were in full-time attendance, for courses that were at least three consecutive weeks long and that will lead to a degree at the bachelor level or higher.

 

[刹那一光年]

回复: 2012 DIY报税交流专贴

从时间上来说，应该是2013税务年度使用。至于是否是符合条件的学费，需要参照以下的说明

You can claim tuition fees paid to any of the following institutions:

a university, college, or other educational institution in Canada for courses at a post-secondary school level;
an educational institution in Canada certified by Human Resources and Skills Development Canada for courses (if you were 16 or older at the end of the year) to develop or improve skills in an occupation;
a university, college, or other educational institution in the United States for courses at a post-secondary school level if you lived in Canada near the border throughout the year and you commuted to the school; and
a university outside Canada, if you were in full-time attendance, for courses that were at least three consecutive weeks long and that will lead to a degree at the bachelor level or higher.

谢啦~ 待明年再考虑。

 

[njshgz]

回复: 2012 DIY报税交流专贴

谢啦~ 待明年再考虑。

一般说来，只要给你出正规的税务单据，就是可以抵税的。

就连成人的DANCING CLASS好像都可以有TAX SLIP。假设学费1000刀，可以抵税150刀，实际支付850刀。

 

[annieyu]

回复: 2012 DIY报税交流专贴

所有报税者及俺知道，第一次报税必须使用纸质的

yes, but you can file with the tax soft ware and then print it out the result and mail it. I did it for my sister and brother in law a year ago.

 

[朱朱LOVE梅梅]

回复: 2012 DIY报税交流专贴

不是很确定，去年3月份处理掉了BMO的一个Mutual Fund，按理说会给寄T3表的，但到现在只收到类似于亏损多少的汇总（类似于T5008）。
准备这周哪天去一个Branch询问一下是否有T3

麻烦问下用这个软件 海外房产如何填写？

 

[njshgz]

回复: 2012 DIY报税交流专贴

麻烦问下用这个软件 海外房产如何填写？

到底哪个软件？

 

[自由云飞]

回复: 2012 DIY报税交流专贴

大家都收到BMO银行的T3表了吗？

 

[自由云飞]

回复: 2012 DIY报税交流专贴

麻烦问下用这个软件 海外房产如何填写？

到底哪个软件？

估计指的是StudioTax吧
俺没有类似经验，请小猪猪猪猪回答吧

 

[njshgz]

回复: 2012 DIY报税交流专贴

大家都收到BMO银行的T3表了吗？

穷人，没有MF，

 

[njshgz]

回复: 2012 DIY报税交流专贴

估计指的是StudioTax吧
俺没有类似经验，请小猪猪猪猪回答吧

其实应该你是用STUDIO TAX的高手也，我就今年试用了一下，还是为了和UFILE做对照的。

估计询问的应该是T1135海外收入核对表吧。这个表无论使用哪种软件，都不能电子报，都需要另外邮寄到渥太华去。

另外，海外的房产，如果是自用（完全不出租），不需要报；如果是自己的生意场所（比如仓库），不需要报；如果以上都不满足，但在登录这天的公平市场价格和其他资产的总值不超过每人10万，仍然不需要报。

希望以上能有所帮助。如果还有其他问题，欢迎提问。

 

[ltxs119]

回复: 2012 DIY报税交流专贴

请问，安省地税可以抵税吗？

 

[njshgz]

回复: 2012 DIY报税交流专贴

请问，安省地税可以抵税吗？

好像没有抵税一说

但可能可以申请OEPTC。 具体请看这里

http://www.fin.gov.on.ca/en/credit/oeptc/

LZ和我都在魁省，对安省的政策不太了解一手资料。