Transfer RIFF from Deceased to Spouse
Posted 15 March 2008 - 10:29 PM
Posted 21 March 2008 - 09:49 PM
Posted 21 March 2008 - 10:07 PM
I think its the T2205 that use to show the offset, if I remember correctly
Posted 25 March 2008 - 05:39 PM
I am trying to get the financial institution to issue the corresponding RRSP receipt considering they issued the above slip.
I then have to fill out form T1043 (not T2205).
Posted 13 April 2008 - 04:06 PM
Seems I jinxed myself into the same situation. An 80 year old widower (lost his wife in October) with an amount of some 30K in box 16 and 24 of a T4RIF and a $30,000 60L RRSP receipt.
Before I go postal on Dundee Private Investments I thought I'd ask and see if you were able to get it pushed through on efile.
I know what the problems with the slips are but I also realize where I need to end up.... so I'm effectively looking for the path of least resistance. If the return will efile with improper slips (achieves the same end result) I'll probably go that route. My concern is whether or not the efile front end will kick it out with an error message saying the client is too old to make an RRSP contribution.
If the deduction for the $30,000 on the registered plan receipt is on Line 232 instead of 208, it should be fine. Line 208 is only for RRSP contributions, and you are right, at 80 years of age, he is too old for that. So use the Other Deductions screen to enter it in the section "Other Deductions - Line 232" and use the line "Other transfers to a RRIF or an annuity".
Posted 14 April 2008 - 03:15 AM
Posted 22 March 2013 - 01:24 AM
Posted 05 April 2013 - 02:24 PM
Kind of tricky, if the person is senior then the deduction is shown on line 232 based on the age or line 208 if this is transfered to RRSP (not for seniors)and there is a RRSP slip