How do I transfer tuition from my child, grandchild, or partner?
Before you can claim a tuition transfer from a student, the student must report both their tuition and the amount they will transfer to you on their own return. In SimpleTax, the student does this in the Tuition and Education Amount section. We also display the maximum amount they can transfer in that section. Why the maximum might be $0.
Child or grandchild
To transfer your child or grandchild’s unused tuition to your return, type “transfer tuition” in the search box and add the Tuition and Education Amounts Transferred From a Child section. Enter the federal and provincial amounts you may claim based on what the student transfered to you on their return.
To transfer your child or grandchild’s unused tuition to your return, add them to the Your Dependants section. Under the heading Tuition Transferred from your Dependant, indicate that they attended a post-secondary program and then enter the required information.
Residents of Québec will also need to:
- enter the amount from box A of their RL-8 (we use this to determine your entitlement to certain credits, regardless of your dependant’s age), and
- enter the amounts from your child’s Schedule S and/or T, as requested. If your child is using SimpleTax you can also find find these amounts in the Tuition and Education Amount section section of their return.
You’ll claim the tuition transfer on the Schedule 2 (line 326) and not on line 324.
If you are using linked returns, we’ll automatically transfer the amount the student indicates they will transfer when they indicate that Yes, they are transferring the amounts to their partner.
If you are not using linked returns, navigate to the Your Partner section and indicate that you would like to transfer your partner’s credits. Enter the federal and provincial amounts that the student indicated they transfered to you on their own return. You will also be prompted to enter several other amounts from your partner’s return.