T2202a Tuition Adjustments

Client (foreign student) filed 2015, 2016, & 2017 tax return else where but she Never claimed tuition credits for 2015, 2016 & 2017, and transit pass for 2015, 2016, and 2017.

I filed her 2018 tax returns and wanted to know how to do a T1Adj for tuition credits for 2015, 2016, & 2017? 

1. Do I need to paper file separate for each year?

2. Could someone please show how and what lines need to included in the T1Adj.

Really appreciated your help!

Hardeep

Answer

The easiest way to do this is to file an adjustment online using the “change return” feature.

Basically all you have to do is change line 320 (tuition paid) and line 322 (Education amount based on the number of months full-time or part-time). The program will then automatically include the changes at the provincial level.

If the client previously qualified for the working income tax benefit without the tuition, and they were going to school full-time, they will no longer qualify. As a result, you will need to change line 391 from a “yes” to a “no”.

I would not use the online system to change your 2017 return. This is the year the government changed the rules and only allowed the education amount for tuition paid before September 5th. The online system does not appear to account for this distinction. I recently had this problem for a client and had to mail in a T1 Adjustment Request for them.


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