Other forms and publications you may need to help you complete your income tax and benefit return

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Other forms and publications you may need to help you complete your income tax and benefit return

Generally, you should use the income tax package for the province or territory where you resided on December 31 of the year. Depending on your tax situation, you may need to refer to other publications or complete additional forms and schedules to complete additional calculations.

If you entered an amount on any of the lines included in the following steps of your return, see the related guides, forms and schedules listed.

For topics of interest to seniors, see Taxes when you retire or turn 65 years old.


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Step 2 – Total income

Related forms and publications for Step 2 of your return
Line number Description Related guides, if any Related forms and schedules
line 11600 Elected split-pension amount Form T1032, Joint Election to Split Pension Income
line 12000
line 12010		 Taxable amount of dividends from taxable Canadian corporations Federal Worksheet
line 12100 Interest and other investment income Federal Worksheet
line 12600 Rental income Guide T4036, Rental Income Form T776, Statement of Real Estate Rentals
line 12700

 Taxable capital gains Guide T4037, Capital Gains Schedule 3, Capital Gains (or Losses)
line 13500
line 13700
line 13900
line 14100
line 14300		 Self-employed income (business, professional, commission, farming, and fishing income) Guide T4002, Self-employed Business, Professional, Commission, Farming, and Fishing Income

Form T2125, Statement of Business or Professional Activities

Form T2121, Statement of Fishing Activities

Form T2042, Statement of Farming Activities

Step 3 – Net income

Related forms and publications for Step 3 of your return
Line number Description Related guides, if any Related schedules and forms
line 20800 RRSP deduction Guide T4040, RRSPs and Other Registered Plans for Retirement Schedule 7, RRSP, PRPP, and SPP Contributions and Transfers, and HBP and LLP Activities
line 20805 FHSA deduction Schedule 15, FHSA Contributions, Transfers and Activities
line 21000 Deduction for elected split-pension amount Form T1032, Joint Election to Split Pension Income
line 21400 Child care expenses Form T778, Child Care Expenses Deduction
line 21500 Disability supports deduction

Guide RC4064, Disability-Related Information

Guide RC4065, Medical Expenses

 Form T929, Disability Supports Deduction
line 21900 Moving expenses Form T1-M, Moving Expenses Deduction
line 22000
line 21999

Support payments made

 Form T1158, Registration of Family Support Payments
line 22100 Carrying charges, interest expenses, and other expenses Federal Worksheet (for all except non-residents)
line 22200 Deduction for CPP or QPP contributions on self-employment income and other earnings


Form RC381, Inter-provincial Calculation for CPP and QPP Contributions and Overpayments
line 22300 Deduction for PPIP premiums on self-employment income (for QC only) Schedule 10, Employment Insurance (EI) and Provincial Parental Insurance Plan (PPIP) Premiums (for QC and non-residents of Canada only)
line 22400 Exploration and development expenses Form T1229, Statement of Resource Expenses and Depletion Allowance
line 22900 Other employment expenses Guide T4044, Employment Expenses Form T777, Statement of Employment Expenses

Form TL2, Claim for Meals and Lodging Expenses

Form T2200, Declaration of Conditions of Employment

Form RC359, Tax on Excess Employees Profit Sharing Plan Amounts
line 23100 Clergy residence deduction Form T1223, Clergy Residence Deduction

Step 4 – Taxable income

Related forms and publications for Step 4 of your return
Line number Description Related guides, if any Related schedules and forms
line 24900

 Security options deductions

Form T1212, Statement of Deferred Security Options Benefits
line 25395
line 25400		 Capital gains deduction for qualifying business transfer and Capital gains deduction Guide T4037, Capital Gains

Form T2048, Capital Gains Deduction for Qualifying Business Transfers

Form T657, Calculation of Capital Gains Deduction

Form T936, Calculation of Cumulative Net Investment Loss (CNIL) to December 31, 2025

Form T2017, Summary of Reserves on Dispositions of Capital Property
line 25500

Northern residents deductions

Form T2222, Northern Residents Deductions

Step 5 – Federal tax

Part B – Federal non-refundable tax credits

Related forms and publications for Step 5, Part B of your return
Line number Description Related guides, if any Related schedules and forms
line 30300 Spouse or common-law partner amount Schedule 5, Amounts for Spouse or Common-Law Partner and Dependants
line 30400 Schedule 5, Amounts for Spouse or Common-Law Partner and Dependants
line 30425 Schedule 5, Amounts for Spouse or Common-Law Partner and Dependants
line 30450 Canada caregiver amount for other infirm dependants age 18 or older Schedule 5, Amounts for Spouse or Common-Law Partner and Dependants
line 30800 Base CPP or QPP contributions through employment income

Schedule 8 , Canada Pension Plan Contributions and Overpayment (for all except QC)

Schedule 8, Quebec Pension Plan Contributions (for QC only)

Form RC381, Inter-Provincial Calculation for CPP and QPP Contributions and Overpayments
line 31000 Base CPP or QPP contributions on self-employment income and other earnings

Schedule 8, Canada Pension Plan Contributions and Overpayment (for all except QC)

Schedule 8, Quebec Pension Plan Contributions (for QC only)

Form RC381, Inter-Provincial Calculation for CPP and QPP Contributions and Overpayments
line 31210 PIPP premiums payable on employment income (for QC only) Schedule 10, Employment Insurance (EI) and Provincial Parental Insurance Plan (PPIP) Premiums (for QC and non-residents of Canada only)
line 31215 Schedule 10, Employment Insurance (EI) and Provincial Parental Insurance Plan (PPIP) Premiums (for QC and non-residents of Canada only)
line 31217 Employment insurance premiums on self-employment and other eligible earnings Schedule 13, Employment Insurance Premiums on Self-Employment and Other Eligible Earnings
line 31285 Home accessibility expenses

Federal Worksheet (for all except non-residents)
line 31400 Pension income amount Form T1032, Joint Election to Split Pension Income
line 31600

Disability amount for self

Guide RC4064, Disability-Related Information

Guide RC4065, Medical Expenses

 Form T2201, Disability Tax Credit Certificate
line 31800 Disability amount transferred from a dependant

Guide RC4064, Disability-Related Information

Guide RC4065, Medical Expenses

 Form T2201, Disability Tax Credit Certificate
line 32300

Your tuition, education, and textbook amounts

 Guide P105, Students and Income Tax

Schedule 11, Federal Tuition, Education, and Textbook Amounts and Canada Training Credit (for all except QC and non-residents)

Schedule 11, Federal Tuition, Education, and Textbook Amounts and Canada Training Credit (for QC and non-residents of Canada only)
line 32600 Amounts transferred from your spouse or common-law partner

Schedule 2, Federal Amounts Transferred from your Spouse or Common-Law Partner (for all except QC and non-residents)

Schedule 2, Federal Amounts Transferred from your Spouse or Common-Law Partner (for QC and non-residents of Canada only)
line 34900

Donations and gifts

 Guide P113, Gifts and Income Tax Schedule 9, Donations and Gifts
line 34990 Top-up tax credit Federal Worksheet (for all except non-residents)

Part C – Net federal tax

Related forms and publications for Step 5, Part C of your return
Line number Description Related guides, if any Related schedules and forms
line 40424 Federal tax on split income

Form T1206, Tax on Split Income
line 40427 Minimum tax carryover Form T691, Alternative Minimum Tax
line 40500

Federal foreign tax credit

Form T2209, Federal Foreign Tax Credits
line 41200 Investment tax credit Form T2038(IND), Investment Tax Credit (Individuals)
line 41800 Special taxes Guide RC4092, Registered Education Savings Plans

Form T1172, Additional Tax on Accumulated Income Payments from RESPs

Form RC359, Tax on Excess Employees Profit Sharing Plan Amounts

Step 6 – Refund or balance owing

Related forms and publications for Step 6 of your return
Line number Description Related guides, if any Related schedules and forms
line 42100 CPP contributions payable on self-employment income and other earnings

Schedule 8, Canada Pension Plan Contributions and Overpayment (for all except QC)

Schedule 8, Quebec Pension Plan Contributions (for QC only)

Form RC381, Inter-Provincial Calculation for CPP and QPP Contributions and Overpayments
line 42120 Employment insurance premiums payable on self-employment and other eligible earnings Schedule 13, Employment Insurance Premiums on Self-Employment and Other Eligible Earnings
line 42800 Provincial or territorial tax Form 428 (for your province or territory)
line 45300 Canada workers benefit (CWB)

Schedule 6, Canada Workers Benefit (for all except QC, AB, and NU)

Schedule 6, Canada Workers Benefit (for QC only)

Schedule 6, Canada Workers Benefit (for AB only)

Schedule 6, Canada Workers Benefit (for NU only)
line 45355 Multigenerational home renovation tax credit (MHRTC) Schedule 12, Multigenerational Home Renovation Tax Credit
line 45400 Refund of investment tax credit Form T2038(IND), Investment Tax Credits (Individuals)
line 45700 Employee and partner GST/HST rebate Form GST370, Employee and Partner GST/HST Rebate Application
line 47556 Return of fuel charge proceeds to farmers tax credit Form T2043, Return of Fuel Charge Proceeds to Farmers Tax Credit
line 47900 Provincial or territorial credits Form 479 (for your province or territory)


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2025-01-22