小孩学费Transfer 给家长的问题

yhy192

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比如小孩的学费是6000,
请问:
1 可以全部6000都转给家长吗?
2 报税时有两个选项,Federal transfer 和 Provincial transfer, 应该选那个?
3 在软件上试了试,Federal transfer 最多能写5000, 此选项的退税高于Provincial transfer, 是不是 可以在Federal transfer 栏写5000, Provincial transfer 写1000?

谢谢!
 
Ontario:
Line 5860 – Tuition and education amounts
transferred from a child
You can claim these amounts if the rules are met for
claiming an amount on line 324 of federal Schedule 1.
Enter on line 5860 the total of all provincial amounts
transferred to you that each student designated on his or
her Form T2202, T2202A, TL11A, TL11B, or TL11C. If the
student was a resident of Ontario on December 31, 2010, the
maximum amount the student can transfer is $6,184.

看起来Federal低些, 最多5000.

我觉得你的Ontario可以报$6000
 
You should claim both federal and provincial tuition and edutional amount. They are two different tax credits, and most likely the amount you can claim is different (e.g., you claim federal amount 5000, and provicial amount 4000). It's not that you add the two numbers to 6000.

Federal: Fill in Schedule 11 to calculate the amount (tuition, educational amount and text book allowance) available. Then calculate the amount that can be transferred to you, any unused amount can be carried forward to next year. see Line 323 - Tuition, education, and textbook amounts for details.

Provincial: Fill in Schdule ON (S11) to calculate the amount (tuition, educational amount and text book allowance) available. Then calculate the amount that can be transferred to you, any unused amount can be carried forward to next year.
 
can we claim Federal and Ontario together at the same time?
 
拿到T2202, T2202A, TL11A, TL11B, 或者TL11C的学费表格以后再说
 
感谢各位的解答。
大家的讲法不一致,我还是不知道应该怎么填,我有学校的T2202A, 上面只有一项学费比如6000。
我是用软件来报的, 只需要我简单的填Federal amount 和Provincial amount 就行,但不知道怎么填正确:
1, Federal : 5000, Provincial 4000
2, Federal : 5000, Provicial 1000
3, Federal : 0 , Provicial 6000
4, ...

还需要请大家帮忙解释。
 
好像我基本搞清楚了。
和Liteuser 讲的一样, 先填小孩的税表,填好学费书本费,Federal amount & Provincial amount calculated automaticly. 然后就自然有transfer 的金额了。

感谢各位的回复。
 
去年孩子上大学,都没有意识到申报学费退税问题。不知道是否还能够将去年的学费转给父母?怎么转法?
 
去年孩子上大学,都没有意识到申报学费退税问题。不知道是否还能够将去年的学费转给父母?怎么转法?
不能转去年的给父母,只能转今年的学费给父母。去年的学费小孩可以自己carry forward.
 
不能转去年的给父母,只能转今年的学费给父母。去年的学费小孩可以自己carry forward.
是有点麻烦。好像carry forward 不如转给父母合适。看来只能申请adjustment 孩子和父母去年的报税了。不知道复杂不?
 
不复杂,只要填个T1 adjustment, 或者给CRA 发一封request 信就可以了。
 
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