Warning: Only transferring provincial tuition amounts

You'll see the following warning message in H&R Block’s 2018 tax software if, you’re only transferring your provincial tuition and education amount to a designated person and not the federal amount:

Are you sure you only want to transfer a provincial/territorial tuition and education amount? If you want to transfer a federal tuition, education, and textbook amount too, make sure you enter it. [warning]

How do I fix this?

Depending on how you’re preparing your return i.e. as a single person, with your spouse or common-law partner (coupled return), or separate from your spouse (uncoupled return), you’ll be able to specify how much of your federal and provincial tuition amounts you want to transfer under the OPTIMIZATION icon on the WRAP-UP tab.

If you indicated on your return that: 

  • Your marital status was singledivorcedseparated, or widowed, you can choose the federal and provincial tuition amounts you want to transfer on the Claimed credits

  • You are preparing your return separate from your spouse or common-law partner (uncoupled), you can choose the federal and provincial tuition amounts you want to transfer on the Claimed credits

  • You are preparing your return with your spouse or common-law partner (coupled), you can choose the federal and provincial tuition amounts you want to transfer on the Optimized credits

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