How to prepare a return for an immigrant?
To prepare a return for a new comer:
- Click "Interview Setup" under "Start Point" or under "Account & Personal" on the left.
- Tick the box "Newcomer, Deceased or Emigrant" on the right and click Next.
- At "Newcomer, Deceased or Emigrant" page, enter the date of arrival.
Note:You may need to report your worldwide income before you came to Canada.
Click on "Certain Numbers for Migrants" link to go to the page (see picture below).
If you have a spouse, you will need to identify spouse's worldwide income before and after YOUR(not spouse's) arrival date. The total of the
two boxes must equal to spouse's net income plus his/her outside of Canada income during the non-residential period. If these two numbers
pose a challenge to you, you can simply enter 0.01 and 0.02 and let the software allocate the income based on the number of days.
Simple view:
Expert view: