T4A(P) No. of Months disability vs retirement

Forum|Forum|2 years ago
March 20, 2024
4 replies
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I have a T4A(P) that contains both Retirement benefit and Disability benefit. It appears that the software expects you to have "No. of Months" filled in for both disability and retirement if this is the case. After calling and confirming with ServiceCanada, they have directed filling in only box 21 (disability) with 12 months. This leads to an error and prevents netfile from working.

Is this something I'm doing wrong?

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GHarpe

Ensure that you've matched up the box with the number of months entered to the proper type of income.

Box 23 is how many months you received the amounts in Box 14 - retirement income. Box 21 is how many months your received the amounts in Box 16 - disability benefit. Please see the image below.

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aaronjwickensAuthor

Hi,

The original T4A(P) I received only had a value in one of the month boxes (not both). I then received an amended T4A(P) that didn't have a value in either of the month boxes.

After calling ServiceCanada, they have directed that box 21 should be filled in with 12 months, and nothing for box 23.

Not sure how to proceed with ServiceCanada only providing a value for one of them.

GHarpe

Is your income in box 16 or in box 14?

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TurboTaxSusan

If you were receiving both disability & retirement benefits, then you should have 12 months in both box 21 & 23.

But if it's not letting you file that way, try entering your disability as one T4A(P), then your retirement as another T4A(P).

Aprilbeep

I am having the same problem. I tried doing 2 separate T4Ap's and putting 12 months for each and it still won't let me file. It says you can't have more than 12 months total.

GHarpe

Ensure that you've matched up the box with the number of months entered to the proper type of income.

Thank you for choosing TurboTax.

BG4968

I am having the same challenge.

Collected both disability and retirement for 12 months but cannot report that without error from Netfile.

I tried 12 months for each and that was an error, 12 months disability, as per CRA and 0 retirement.....error.

0 and 0 produced another error, separate forms with 12 each, another error.

I have only one more chance to submit. HELP!

BG4968

Could this be a glitch in TurboTax software? I did collect disability and pension for 12 months each. CRA indicated reporting only 12 months of disability.

Last year, same situation, both boxes were 0 and it processed.

BG4968

So I have gone through files and this is not a regular disability. It is a CPP post-retirement disability which is why both are for 12 months.

How does this get reported?

TurboTaxBrenda

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Please reach out to them so that they can view your screen and identify the error for you.

Once you return to the main menu, click on "Your Tax Kit" on the left-hand side and then click on "Connect to an Expert" located at the bottom of the page. Answer a few questions and an expert will be in touch with you shortly to assist you further.

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