To transfer your dependant's unused disability amount to your return:

1. Add the Your Dependants section to your profile
2. Enter your dependants information
3. Answer "Yes" to the question "Did this dependant have an infirmity or disability?"
4. Under the Disability, infirmity, and caregiver amount subsection, answer "Yes" to the question "Does your dependant qualify for the disability amount?"
5. Answer "Yes" to the question "Will you transfer your dependant's unused disability amount?"
6. Enter or calculate your dependant's transferrable amounts

Note: If your child doesn’t file a tax return, it can be calculated in the Your Dependants section by entering their taxable income (including zero).

Find your dependant's unused amounts

1. Switch to their profile using the dropdown button in the top menu bar
2. Navigate to the Disability Amount section
3. Note the amounts available for transfer

Important: Complete your dependant's return before checking for unused amounts. If your dependant has a partner, any transferable amount will automatically go to the partner's return and won't be displayed.

Example

Linda transfers her adult son Jason's disability amount to her return.

In Jason's profile:

1. Linda checks the Disability Amount section
2. She notes the available transfer amounts

In Linda's profile:

1. Linda adds the Your Dependants section
2. She indicates Jason qualifies for the disability amount
3. She selects to transfer his unused amount
4. Linda enters the federal and provincial amounts from Jason's return

Contact our support team for help transferring disability amounts in Wealthsimple Tax. For specific tax advice please consult a tax expert.