If you are a senior citizen or recently retired, Auto-fill my return can be an effective tool for completing your tax return with ease and accuracy. Cut down on your time spent typing or locating slips and minimize the risk of typos or incorrect entries with Auto-fill my return.

Less Margin for Error

If you struggle with typing your slip information or have difficulty viewing your entries, completing your return can be tough. If you’ve ever accidentally misplaced a decimal point, you know the major implications that error can have on your bottom line. With Auto-fill my return, your current year data and carry forward amounts are loaded for you – directly to the proper fields in your return. Say goodbye to double and triple checking your numbers and decimals. TurboTax has you covered with Auto-fill my return.

Common Slips

The most common T slips for senior citizens and retired taxpayers revolve around pension income amounts. Many of these slips are no longer mailed to you- they have to be downloaded and saved electronically and then entered into your tax preparation software. Why spend time tracking down your pension slips when you can Auto-fill it instead? Imported data includes

  • T4A, Statement of Pension, Retirement, Annuity, and Other Income
  • T4A(OAS), Statement of Old Age Security
  • T4A(P), Statement of Canada Pension Plan Benefits
  • T4RSP, Statement of RRSP Income Income Tax Benefit
  • T4RIF, Statement of Income From a Registered Retirement Income Fund
  • T3, Statement of Trust Income Allocations and Designations
  • T5, Statement of Investment Income

Canada Revenue Agency (CRA) My Account

In order to use Auto-fill my return, you must be registered for your CRA My Account. It’s your online portal for your most up-to-date tax information. In addition to Auto-fill my return, your CRA My Account allows you to make changes to previous years’ returns, check payment dates and amounts for benefits programs, enroll in direct deposit, and so much more.

Register for a CRA My Account or learn more about registering.

Learn more about Auto-fill my return.