Forms & Schedules

Schedule 2 Tax Form: Federal Amounts Transfered from Spouse

What is the purpose of the Schedule 2 tax form?

As part of the benefits of filing a married tax return, you would use this form to claim the transfer of an unused amount from your spouse or common-law partner.

Those amounts are the age amount, the amount for children 18 years or older, the disability amount, and the tuition, education and textbook amounts.

What if my spouse is not filing a return?

Then you use the amounts he or she would have entered on his or her return to fill out the Schedule 2 form.

To view the common form (except for Québec and non-residents), please click here.

In addition, each province has its own Schedule 2 (S2) form which they administer and use.

To view it and the form for Québec and non-residents, please click here.

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