If you’ve reported amounts in the Donations and Gifts section that aren’t appearing on your Schedule 9, it means you don’t get a tax benefit from claiming them this year. The optimizer has carried them forward to a future year instead.
If you would rather claim them this year, follow these instructions:
- Log into my.wealthsimple.com and sign in to your Tax profile
- Select Summary on the left-hand side of your screen
- Select the Credits and Deductions to expand the table
- Enter the amount you want to claim this year
- Lock it in by clicking Lock amounts on the right
You can see the unused amount in the Unused Amounts Available to Carry Forward table.