[问题] 请问我是否应该申请学费退税?

[eastowest]

我爱人上学,交了$10,000学费,我想申请退税,有人说,如果今年收入不高,不如等以后再申请退税,也有人说如果今年没用完额度,政府会自动将它转到下一年,请问如何计算才能不吃亏.
谢谢!

 

[dkwan]

for tution fee, you need to report at the year of tution paying.
But you don't need to use it in the same year, you can save it for future use.

In order to optimize the return, usually is the forecast the income and expenses of next year. If 2 years are the same. Then you can use it this year.

 

[eastowest]

confusing

最初由 dkwan 发布
for tution fee, you need to report at the year of tution paying.
But you don't need to use it in the same year, you can save it for future use.

In order to optimize the return, usually is the forecast the income and expenses of next year. If 2 years are the same. Then you can use it this year.

if i report this year, how to save it for next year?

 

[dkwan]

report the fee doesn't mean you have to claim it this year.

If you report the tution, it will add to the total unused tution amount.
If you need to claim it, it will substract it from the unused amount.

 

[eastowest]

need more detail

最初由 dkwan 发布
report the fee doesn't mean you have to claim it this year.

If you report the tution, it will add to the total unused tution amount.
If you need to claim it, it will substract it from the unused amount.

I put the tuition fee on federal tax schedule1 and Ontario Tax ON428 is this a "report" or a "claim"?

How to just report but not claim? how to find my current balance?

thanks

 

[dkwan]

Final balance will be shown in your Notice of Assessment when you file the income tax.

 

[dinfinity]

Simply put 0 in the claiming field, then put the total into the unused credit field (or carry to the next year field). Then your credit should be moved to the next year with no problem.

 

[eastowest]

which form?

最初由 dinfinity 发布
Simply put 0 in the claiming field, then put the total into the unused credit field (or carry to the next year field). Then your credit should be moved to the next year with no problem.

which form? I don't see claim field and unused credit field in any of the forms I am dealing with. (T1, SCHEDULE1,ON428)