T1Gen - Income Tax and Benefit Return

The T1 General form is the primary income tax return form for individuals. It summarizes all your annual income, including employment, self-employment, and investment income. Most of the numbers on the T1Gen are calculated from other forms and/or T-slips, such as T4 slips for employment income and T5 slips for investment income. From the T1Gen you can also see all the deductions (like RRSP contributions and child care expenses) and credits (such as the basic personal amount and charitable donations). It calculates your taxable income, determines the tax payable, and shows whether you owe taxes or are entitled to a refund.

Here is how to fill some of the T1Gen form lines:

Line 11500 – Other pensions and superannuation

Double click on line 11500 to enter the US social security, a foreign pension income or other pensions and superannuation:

Line 21200 – Annual union, professional, or like dues

To enter the Union dues, go to page 4 of the T1 general, double click line 21200:

Line 22100 – Carrying charges, interest expenses, and other expenses

To see the detailed amount of the line 22100, double click on line 22100 on the T1Gen to open the worksheet and then scroll down to the page 2.

If you have other carrying charges and expenses, use line 3 and enter it:

Line 47600 – Tax paid by instalments

For the installments, double click on line 47600: