# T4A - Statement of Pension, Retirement, Annuity and Other Income

#### Entering this Amount

## Entering T4A slip information

Some boxes on this slip are either non-taxable or are automatically calculated by QuickTax according to the CRA's guidelines. Boxes on the slip that you cannot enter into QuickTax are shown for your information only and do not need to be entered.

Tip: If you are preparing a coupled return, enter your T-slips first, then click your spouse's name at the top of the window to switch to his or her T-slip list. That way, you can enter both sets of T-slips quickly.

1. Click at the bottom of the form to open the T-Slip and Receipts Entry window.
2. In the Federal Slips list, click T4A.
3. In the first empty column, enter the amounts from your T-slip into the corresponding boxes.
   Note: Enter each T-slip into its own column. Do not add T-slip amounts together and in one column.
4. To enter another T-slip for the same taxpayer, click in the empty column to the right of the one you just entered.
5. To enter a T-slip for your spouse, click his or her name at the top of the window.
6. When you have finished, click Save & Close.
7. In the Income and Associated Expenses section of the EasyStep Navigator, select T-Slip Profile.

   Click Take Me There to go there now.

8. Select all the checkboxes that apply, then click Continue. If you're preparing an individual return, the first T-slip entry screen opens. If you're preparing a coupled return and indicated that both spouses had this type of slip, click to select which taxpayer's slip to enter first.
9. Click the tab to return to the interview selection screen.
10. Select all the checkboxes that apply, then select Express Interview and click Continue. If you're preparing an individual return, the first T-slip entry screen opens. If you're preparing a coupled return and indicated that both spouses had this type of slip, click to select which taxpayer's slip to enter first.
11. Enter the amounts from your first slip into the corresponding fields. Some boxes on your paper slip are included for identification purposes and are not required to calculate your taxes.
12. To enter another T4A slip, click Enter New T4A for [NAME]. When you have finished, click Done with T4As.

#### Frequently Asked Questions

What is reported on T4A slips?

## T4A - Statement of pension, retirement, annuity and other income - definition

T4A slips show income received from pension plans, annuities, retirement allowances (including severance pay), death benefits, accumulated income payments, wage-loss replacement plans, research grants, scholarships, bursaries, lump-sum payments from deferred profit-sharing plans, medical premiums, and self-employed commission income.

What are the blue boxes for?

## What are the blue boxes in the T-slips and receipts entry screen?

Click in a blue box to open a secondary window where you can enter the amounts from less-used boxes.

#### The Canada Revenue Agency says...

Box | Title | Description
--- | --- | ---
Box 16 | Pension or superannuation | This amount is transferred to line 115 of your T1 General. If eligible, your pension amount credit is included on line 314 of your Schedule 1.
Box 18 | Lump-Sum payments | This amount is included on line 130 of your T1 General.
Box 20 | Self-employed commissions | This amount is transferred to Form T2125 - Statement of Business or Professional Activities.
Box 22 | Income tax deducted | This amount is included on line 437 of your T1 General.

Box 24

Annuities

This amount is transferred to line 115 of your T1 General if:

- you were 65 or older at the end of the year, or
- the amount was received due to the death of your spouse or common-law partner (see the box below).

If neither of the above applies, this amount is included on line 130 of your T1 General.

| Rec'd due to spouse's death | Enter `Yes` if the amount in box 24 was received due to the death of your spouse or common-law partner. Select Yes if the amount in box 24 was received due to the death of your spouse or common-law partner.
Box 26 | Eligible retiring allowances | This amount is included on line 130 of your T1 General. You may be able to transfer this amount to an RRSP or RPP and claim a deduction. For more information, see Transfers to Registered Plans or funds and annuities .
Box 27 | Non-eligible retiring allowances | This amount is transferred to line 130 of your T1 General. You cannot transfer this amount to an RRSP or RPP.
Box 28 | Other Income | Click this box to open the secondary data-entry window. Find the code in the footnote area of your slip (box 38) and see below.
| - Code 04, Research grants | The taxable amount is included on line 104 of your T1 General.
| - Code 05, scholarships, bursaries, fellowships, artists' project grants, and prizes | Enter the full amount of the scholarships, fellowships, bursaries and artists' project grants you received. The taxable amount is included on line 130 of your T1 General. Prizes and awards you receive as a benefit from your employment or in connection with a business are fully taxable - do not enter them here.
| - Code 06, Death benefits from employer | You may not have to pay tax on up to $10,000 of this amount (see Death benefits for more information). Enter the total benefit here and, if applicable, enter the tax-exempt amount manually on Form OTHER on the line called Less: Tax exemption. The taxable portion is included on line 130 of your T1 General.
| - Code 07, Wage-loss insurance programs | These are payments from a wage-loss replacement plan. You can deduct contributions to such a plan later in the interview. If you made contributions to the wage-loss replacement plan, enter them manually on Form EMPL. The net amount is included on line 104 of your T1 General.
| - Code 16, Medical Travel | This shows amounts paid by your employer for medical travel. This amount is transferred to line 130 of your T1 General.
| - Code 17, Loan benefit | This amount is transferred to line 130 of your T1 General.
| - Code 18, Medical premium benefits | This amount is included in line 104 of your T1 General.
| - Code 19, Group life insurance premiums | This amount is the taxable benefit for premiums paid to cover you under a group term life-insurance plan. This amount is transferred to line 104 of your T1 General.
| - Code 23, Payments from a revoked DPSP | This amount is transferred to line 130 of your T1 General.
| - Code 25, Disability benefits from pension | This amount is transferred to line 130 of your T1 General.
| - Code 27, Veterans' benefits | This amount is transferred to line 104 of your T1 General.
| - Code 29, Tax deferred cooperative share | This amount is transferred to line 130 of your T1 General.
| - Code 30, Apprenticeship incentive grant | This amount is transferred to line 130 of your T1 General.
| - Code 31, Registered disability savings plan | This is transferred to line 125
| - Code 32, Wage Earner Protection Program | This amount is transferred to line 104 of your T1 General.
| - Code 33, Variable pension benefits | This amount is transferred to line 130 of your T1 General.
| - Other income - Code OI (Other income) | Enter all other box 28 amounts here. This amount is transferred to line 130 of your T1 General.
Box 30 | Patronage allocations | Click this box to open the secondary data-entry window. Split the total between the amount for business purchases and the amount for personal purchases. The business portion is included in line 130 of your T1 General. QuickTax does not report the personal amount.
Box 32 | Registered pension plan contributions (past service) | Click this box to open the secondary data-entry window. Pre-1990 past-service contributions (code 26) will be shown in the footnote codes area of your slip. Your allowable deduction is included in line 207 of your T1 General. For more information, see Registered Pension Plans.
Box 34 | Pension adjustment | This amount is neither income nor a deduction. It is used in determining your maximum RRSP deduction. The amount is included on line 206 of your T1 General.
Box 40 | RESP accumulated Income Payments | This amount is included on line 130 of your T1 General and Form T1172, Tax on Accumulated Income Payments from RESPs.
Box 42 | RESP educational assistance | This amount is transferred to line 130 of your T1 General.
Box 46 | Donations and gifts | This amount is transferred to Schedule 9. Your allowable claim is included on line 349 of Schedule 1.

Related information
Line 210 - Deduction for elected split-pension amount