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Tuition Amounts Transferred From a Child

Updated: 2022-03-28

If a child cannot use all the tuition amounts on their return, they can transfer the amounts to a parent or grandparent.

Where you enter the amounts transferred from a child depends on whether you are preparing a full return for the child (see the Dependant and Family Returns help topic), or whether you are completing just the Dep worksheet (see the Dependant Tax Credits help topic).

Family Returns (Linked Dependant Return)

Use these steps if you are preparing a return for the dependant AND that return is part of a family return. To learn how to link dependants into a family return, read the Dependant and Family Returns help topic.

  1. On the dependant’s return, enter the tuition amounts on the dependant’s Tuition (T2202/TL11).
  2. On the parent/grandparent’s return, this appears as a calculated (blue) field on the first line in the Tuition, education and textbook amounts transferred from a child section on the Dep worksheet.
    Screen Capture: Dep Worksheet of Parent
  3. To disable the automatic tuition transfer, go to the dependant’s Optimizations worksheet and override the Optimize column to No.
    Screen Capture: Disable Tuition Transfer

Dependant Worksheet

If you are not preparing a full return for the dependant, but still need to enter tuition amounts transferred from a child:

  1. Open the return for the parent or grandparent.
  2. If you haven’t already, add a Dep worksheet for the child. To learn how to do this, read the Dependant Tax Credits help topic.
  3. On the first line of the Tuition, education and textbook amounts transferred from a child section in the Dep worksheet, enter the exact amounts transferred from the dependant:
    Screen Capture: Enter Tuition on the Dep Worksheet
  4. If you don’t have this amount, use the calculation table to calculate the transfer amount. It mirrors the one on the dependant’s Schedule 11 (S11). Complete all the applicable line numbers.
  5. The calculated maximum tuition transfer appears on line 12.
  6. TaxCycle calculates the amount to transfer from the dependant and enters it on line 13.
  7. For a coupled return, select which taxpayer will claim the amount.
    Screen Capture: Calculate Transfer on Dep Worksheet