PROBLEM on T1 INFO when Marital Status changes to Separated

Dear Intuit...

2017 T1 Module - Marital Status and Schedule 5

1) Indicate your Marital Status on December 31, 2017

 - checked off "separated"

2) If status changed in 2017, enter date of change

- entered 09-17

3) Were you married or living common-law at ANY TIME in this tax year

- entered YES  (when you go from married to separated, that's the answer)

Results noticed after filing (no overrides in file)

Schedule 5 - Box 5522 was UNCHECKED  this resulted in the CRA reassessing the Child Benefits / GST credit  etc... and say that the low income spouse with custody was over paid for October, November, and December (as they had properly submitted their change in marital status in the year)

Further...  the CRA stated that since this was not checked off, that the marital status change was December 31, 2017 - and that "THIS IS HOW IT WAS FILED"

Upon checking it off to REFILE - Profile gives me an override saying that it shouldn't be checked off.




1 person found this helpful

I agree that there is a problem with the functions in Profile when that data regarding the date of change is collected.  I had a client that went from divorced to separated and it would not let me efile. In my situation, I just removed the date and it did not impact the client. Your clients situation would be different. Definitely a problem.

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