7 Items to Consider Regarding the Canadian Disability Tax Credit (DTC)

15966860_sHave you ever wondered if the Canadian Disability Tax Credit is something you could use on your personal tax return, or that of a family member?  It can have a large impact on reducing annual personal taxes.  Here is a list that will help you maneuver the application process along with some additional considerations.

1)     The form that needs to be completed is called a T2201.  If you go to Google and type in “T2201”, it is the first item on the first page on Google.  It consists of 12 pages.  Do not be overwhelmed by the package you are about to print.  It is divided into sections

  • Page one is the overview of what it is and what you can do.
  • Pages two and three are the self-assessment questionnaire.  By answering these 5 short questions it will help you determine if you might be eligible for the DTC.
  • Page four is to be completed by the person with the disability or legal representative.
  • Pages five through twelve are completed by a qualified practitioner.

2)     To qualify for the DTC an individual must be “markedly restricted” in one of the following daily life functions;

  • Walking
  • Hearing
  • Speaking
  • Feeding
  • Dressing
  • Mental functions necessary for everyday life
  • Elimination (bowel and bladder functions)

Other impairments are

  • Vision
  • Life-sustaining therapy to support a vital function
  • Cumulative effects of significant restrictions (see form for definition or contact me for a detailed explanation) This became effective in 2005

3)     The impairment in physical or mental functions must be prolonged.  It must have lasted or expected to last for a continuous period of at least 12 months.

4)     A DTC must be signed by either a medical doctor of one of the following professionals with respect to the categories above:

  • Optometrist
  • Occupational Therapist
  • Audiologist
  • Physiotherapist
  • Psychologist
  • Speech-language pathologist

5)     The disability tax credit is one of the few credits that can be claimed on behalf of a disabled spouse or relative.

6)     You may be charged a fee for the qualified practitioner to complete the form but save it along with your regular medical expense receipts and claim them on your personal tax return.

7)     If you or a relative are eligible to claim the DTC you can request the Canada Revenue Agency (CRA) to reassess your previously filed returns, back 10 years.  This is done quite easily by submitting a T1 adjustment for each year to the CRA.

If you cannot complete the return yourself, contact me or another professional to assist you.  Do not pay a percentage of the money you’re rightly entitled to, to a company that’s in the business of processing applications.  And certainly don’t pay an application fee. The medical profession is constantly completing these forms on behalf of their patients.  Your health care practitioner can tell you whether you meet the criteria or are potentially eligible.

Canadians with disabilities can take advantage of credits and programs available to them; they don’t deserve to be taken advantage of.

As always, I love getting feedback. Here on my blog, you’ll get commentluv. That’s a plug in that allows you to leave a link back to your own site when you post a comment.

Until next time,

Maureen

218 replies
  1. Jake
    Jake says:

    I just would like to ask if I would be able eligible for these benefits on behalf of my wife if her illness does not impair her mobility, but prevents her from working alltogether. She has chronic pain due to myofascial pain syndrome/fibromyalgia. Also chronic fatique and depression. Please let me know, thanks.

    Reply
    • Maureen
      Maureen says:

      Paul, only a doctor can determine if your wife is eligible for the Disability Tax Credit (DTC). Mobility is not the only factor the doctors consider. I have clients receiving the DTC whose spouses have Alzheimer, where mobility is not a factor, and the disability is permanent. If she is eligible, yes the credit can be transferred to you for tax savings purposes.

      Maureen

      Reply
  2. Flo
    Flo says:

    Hi i am so confused . I’v been waiting 16 weeks for this to be aproved and watching the site for updates . Yesterday they up dated it to this .I did check on line yesterday and this is what it said.Went from this (We are processing your information for the disability tax credit. )To w hat is below . Then i called today and the woman said looks like you were appoved . She said let me go check . Then she comes back and said i forgot to sign the last page . I went to H&R block they checked it all then they mailed it for me . Now what ? Has this happen to anyone eles? 🙁

    Year

    Status

    2011

    You did not apply for the disability tax credit for yourself.

    2004-2010

    We are processing your information for the disability tax credit.

    2001-2003

    You did not apply for the disability tax credit for yourself

    Reply
    • Maureen
      Maureen says:

      Hi Flo,
      I can tell how frustrating this is for you. It normally takes Canada Revenue Agency (CRA) 6 – 8 weeks to process straight forward paperwork. Without your signature they normally send it back right away with a covering letter indicating your signature is required, then to re-submit it. One of the challenges in dealing with the CRA is the inconsistency in answers. I would suggest you call again to ensure the form has been mailed back to you for your signature. Then make sure you’re mailing it to the correct address. When I’m dealing with important paperwork for the CRA on behalf of my clients I send it by Canada Post with a tracking code. It may not get there any faster but at least you’ll know when it does arrive. Once you’ve received approval for the DTC you don’t need to file each year, unless the CRA asks you for an update. I don’t understand what happened with the years 2001 – 2003 but I do know for 2011 that there’s nothing to do regarding that right now. If you are approved for the DTC you will check that box when preparing your 2011 tax return, next year.
      Maureen

      Reply
  3. Tom
    Tom says:

    Good blog.
    I have been off work for a few years because of a disability with my hands, due to an accident. I cannot type more than a paragraph before my hands/arms begin to swell and lose control. I have difficulties cutting my food and buttoning my shirt, etc., which often results in excessive time to complete these tasks or it often gets messy… Food prep is not done by me, rather my wife.
    As with all legislation, terms and phrases can be interpreted in many ways.
    “markedly restricted” is a somewhat variable phrase for defining purposes – can you explain this further?

    Also, “inordinate time” to complete the above daily life functions is a difficult term to measure and is measured differently by all doctors or qualified practitioners. Can you help with these terms relating to my disabilitiy.
    My disability is permanent and I currently am in receipt of DI benefits, as I am considered totallly disable per the insurance company.

    My Dr is old fashion and I’m afraid if I mention these forms, I might be unpleasantly told to just forget it.

    Reply
    • Maureen
      Maureen says:

      Thank you for your comments regarding my blog Tom. Hopefully I’ll be able to clarify your issues and concerns. Based on your self assessment it appears to me that you could qualify for the Disability Tax Credit. Markedly restricted, or significantly restricted in your case relates to feeding and dressing. Those are 2 of the 7 basic activities of daily living required to qualify. I agree with you that an inordinate amount of time can mean different things to different people. An inordinate amount of time to a 3 year old is a lot different than a 70 year old measuring it. There is no hard and fast definition to measure it. If a person without a disability can button their shirt in 1 minute and it might take you 10, then I believe that is an inordinate amount of time. Considering your insurance company has determined you’re totally disabled is another factor in guiding you to pursue the Disability Tax Credit. Even an old fashion Doctor should be able to see the benefits for you in completing the form. I would hope he would have some compassion regarding your restrictions and needs. He may charge you to complete it, but you can use that receipt along with others for the medical credit when completing your tax return. Hope I was helpful.

      Maureen

      Reply
  4. Marg J.
    Marg J. says:

    I have already received a “Notice of Determination” letter from CRA stating i am eligible to receive DTC for 2001 to 2016 tax years. I don’t know what to do from here. It says i should complete “T1-ADJ” forms for each year i am claiming a deduction, plus supporting documentation. I am not really sure what to do and am hoping you can help me here. Do i now request an Adjustment for 2001 up to 2011 by now claiming the disability for self on my income tax forms?

    Thank you

    Margaret
    margjackman@live.ca

    Reply
    • Maureen
      Maureen says:

      Hello Margaret,

      It’s good to hear you received notice of your eligibility for the disability tax credit. You will have to prepare one T1-Adj for each year you are eligible. If you Google “T1 Adjustment” it will be the first item that appears on the page. It’s on the Canada Revenue Agency (CRA) website. This is a one page form to complete and the instructions are below the form itself. What you’re essentially doing is requesting the CRA to adjust your previously filed tax returns. Once you submit them it could take 6 – 8 weeks for processing. When you file your 2011 tax return make sure that your tax preparer checks off that you are eligible for the disability tax credit and that’s all you will need to do for 2011 and in the future, unless requested by the CRA at a later date..

      Maureen

      Reply
  5. Mike
    Mike says:

    I have recently been assessed as disabled by CPP. I have a number of disorders/diseases that fit the definition required to claim the disability tax credit. Also my physician totally supports it and will do the paperwork. My medical issues started seven years with a permanent reaction to medications along with other fairly severe medical conditions. I continued to work until June 2011, but had to finally give up my job due to these disabling conditions.

    My questions is this: can I apply for The disability tax credit retroactively (7 years) even though I continued to work or can I only claim from the time I stopped working?

    Mike

    Reply
    • Maureen
      Maureen says:

      Hi Mike and thank you for reading my blog. My first thought was, no I don’t think you’ll receive the credit for years that you were working. But then I thought about a number of my clients, and their dependants, that appear to be leading very ordinary lives while still receiving the Disability Tax Credit. Since your doctor is supportive and prepared to complete the form I would submit it to the CRA. If they approve the seven years then all you need to do are T1 adjustments for each year. Your doctor only needs to complete the one form once, unless the CRA asks for an update going forward.
      Good luck with your application,

      Maureen.

      Reply
  6. Greg Ryder
    Greg Ryder says:

    I am filling out a T1 Adjustment form for DTC from 2002 to 2010 (each year will be submitted individually) and I would like to know if I just indicate the Federal line 316 to be adjusted or do I have to indicate what the Provincial line 5844 is as well.
    or
    As alternative should I send in one letter requesting that for the years 2002 until 2010 adjust the returns to allow for the maximum DTC for lines 316 and 5844.

    Thank you in advance.

    Reply
    • Maureen
      Maureen says:

      Greg, thank you for taking the time to read my blog, and your inquiry.
      To apply for the Disability Tax Credit (DTC) on the T1 Adjustment the only lines you need to use are either 316 or 318. Line 316 is used for your personal DTC adjustment. Line 318 is the transfer of the DTC from a dependent. You will have to do a T1 Adjustment for each year, as they cannot be combined.

      Maureen

      Reply
      • Greg Ryder
        Greg Ryder says:

        Thank you Maureen,
        Then I take it that the Provincial DTC (line 5844) will automatically be adjusted when I submit each T1 Adj for the Federal Portion.
        Best regards,
        Greg

        Reply
        • Maureen
          Maureen says:

          Hi Greg,

          Yes the provincial and federal adjustments are taken care of with the one line on the T1 Adjustment.
          Maureen

          Reply
  7. Shelley
    Shelley says:

    HI, I was approved for the DTC and am now in the process of trying to fill out the T1 adjustment forms. But am not sure how to go about it. I talked to an old accountant friend of mine and he said that if I had an amount greater than 0 in line 435 of my taxes, then I should go ahead and do the adjustment forms. I went through my taxes from 2008 until 2011 and there is an amount in lines 435 from 09′ – 11′ not much, but its something…lol.
    Anyways, so I’m sure that I can do the T1 Adjustment request myself, but was wondering if you could kinda guide me through one.

    So for example 2009: line 435 says $361.96

    – on the form where it says what line are you adjusting (line number from return or schedule)? Would i put line 316?

    – then where it says (name of line from return or schedule) what would I put? I’m not sure of the name of that line….Is it called Disibility amount?

    – then it has the box saying (previous amount) what would I put there? 0 or the $316

    – then there is the box that has (+ or -) what would I put there?

    – the next box says (amount of change) what would I put there?

    – the next box says (revised amount) what would I put there?

    After that is filled in there is a box that says other details or explanations. Do I write anything there, maybe saying I was recently approved for the DTC?

    I seen on other posts on here that a person can just fax or write a letter stating which years they want amended because they were approved and that they will do it for you. Is that true?
    I would appreciate any help you are able to give…thanks!

    Reply
    • Maureen
      Maureen says:

      Hi Shelley.

      It’s important for you to look at line 404, and not 435. If you had an amount on line 404 then I would suggest your proceed with the T1 adjustment.
      The only line number you need to be concerned with on the T1 adjustment is 316, titled Disability Amount (for self). Previous amount is -0-, Amount of change is $7,196 (for 2009 only) and revised amount is $$7,196. In the “Other Details or Explanations” section include that you have been approved and want the DTC for that year and a copy of the approval letter is attached. Yes it is true that you can write a letter to the CRA requesting that they process this for you. But, based on conversations with other tax preparers and clients that have tried to apply without the “official form” the application is sometimes lost or the response time is many months longer than it should be.

      Maureen

      Reply
  8. Debi
    Debi says:

    I don’t even know where to begin with this, I’m just hearing about the tax credit for the first time. I was diagnosed with Fibromyalgia years ago but was able to maintain my lifestyle while taking medication to help it. In 2006 a large tumor was removed from my spinal cord and the surgery flared my fibro so bad plus the back pain caused me to be off work for two years and unable to ever return to the job I was doing. I have been very restricted in the work I’ve been able to apply for as things as simple as sitting for long periods of time are a problem for me. I did find another job that I was able to do but unfortunately that company closed and I was back to square one. I went back to school and I am working again. I’ve also been recently diagnosed with rhumatoid arthritis. I am in pain alllll the time and am always aware of the things I can and can’t do.

    Do I qualify for this? Should I have applied back when I was off work?

    Reply
    • Maureen
      Maureen says:

      Hi Debi.

      I’m sorry to hear about all the health challenges and pain you are in. It’s not too late to apply for the Disability Tax Credit (DTC) for prior years. To determine if you qualify you will need your Doctor to complete a T2201 form. There will probably be a nominal fee to have him/her do this. Then it’s up to you to send it to the CRA for approval. Once you receive the CRA approval, which will also indicate the year the DTC became effective, you can then apply for the credit for that year and subsequent years. This is done by preparing a T1 adjustment for each of the years applicable. This is a very simple form which should only take minutes to complete for each year, once you get started.

      Good luck, Maureen.

      Reply
  9. Davy
    Davy says:

    I just finished trying to do and submited 10yrs worth of taxs
    I am on odsp all i get is gst back did i miss something or is that all that should have been ?

    Thanks

    Reply
    • Maureen
      Maureen says:

      Hello Davy,

      Receiving ODSP or the Ontario Disability Support Program indicates to me that you might not be in a position to get the benefit in applying for the Disability Tax Credit. The Disability Tax Credit is a non-refundable tax credit which helps reduce any Federal tax you may owe. If you look at the 10 years of returns you originally filed did you owe any tax? If not then there would be no benefit in applying for the Disability Tax Credit.
      I do commend you for taking the time in completing the necessary paperwork for those years. It never hurts to try and get whatever credits and refunds you could possibly be eligible for.

      Maureen

      Reply
    • Maureen
      Maureen says:

      Hi.

      Congratulations for getting 10 years of tax returns submitted. If your only income is from ODSP then you would not benefit from the Disability Tax Credit (DTC). Since the DTC is considered a non-refundable credit it can only help reduce the amount of tax you pay, not generate a refund.

      Maureen

      Reply
  10. Paul Weir
    Paul Weir says:

    Hi,
    My wife just finished her appeal hearing with odsp with a finding of being disabled due to ongoing/long term mental impairment.

    I was wondering if I am eligible for a tax break on my income taxes due to this finding? If so, would you know how I go about getting it done come tax time?

    Thanks
    Paul

    Reply
    • Maureen
      Maureen says:

      Hi Paul,

      I’m sorry to hear about the condition of your wife. If you have her doctor complete the Disability Tax Credit (DTC) application the credit can be transferred to you to help reduce your Federal Tax liability. That is assuming that her Federal Tax payable is nil or very low. Whatever can’t be used on her return will automatically be credited to you. The basic benefits of the Ontario Disability Support Program (ODSP) funds are not considered taxable income. I hope this helps.
      Maureen

      Reply
  11. Clara
    Clara says:

    Hi, I have been ill for more than 2 years and now the doctors found Degenerative disc disease and fibromyalgia. I would like to know what possibilities do I have to get a disability pension?

    Reply
    • Maureen
      Maureen says:

      Hi Clara.

      Depending on your age you may be able to apply for the CPP disability. If you are receiving taxable income, or did 2 years ago, you may be eligible for the Disability Tax Credit (DTC). Ask your doctor to complete the T2201 form and submit it to the CRA for approval. If it is retroactive to the prior two years you’ve been ill then I suggest you submit T1 adjustments for those years, after the CRA acknowledges your DTC.

      Maureen

      Reply
  12. Nicole
    Nicole says:

    Hi Maureen

    Thanks for your dedication to get the word out for us who would otherwise be lost in all the #s lines and amounts!
    My question is I am a single mother of 2 and am on CPP due to Crohns and an iliostomy preformed on 2009. I am approved for the disability tax credit for 2010-2014. My question is how will this credit help my situation? My income is less than $20 000 a yr though it is taxable seeing it is CPP. Can I transfer it to my 2 children? I am sorry for all the questions I just don’t know if this credit can help my situation…..
    Best Regards
    Nicole

    Reply
    • Maureen
      Maureen says:

      Hi Nicole.

      I’m sorry to hear about your disability and the challenges it must be creating in your life, and those of your family. If your children are young or early teens and not earning income you are probably claiming both as dependants, and one as equivalent to spouse. Based on your stated income claiming the disability tax credit would not have any impact on your taxes. The disability tax credit helps reduce federal tax. With the above assumption you would not owe any federal tax. If your children are earning income which affects how you claim them as dependants then there is a possibility that the disability tax credit would be beneficial. Best wishes, Maureen.

      Reply
  13. Confused
    Confused says:

    Hi there,
    I am so confused and need your help. My father in law and brother in law have recently been approved for the DTC but both do not qualify for the credt as they do not pay enough tax, They have transferred on to my husband as we help alot financially. Just recently we had a questionaire come from the CRA for both asking how often we support and how we support them. Im assuming this is the norm for transferring the DTC to a family member??
    Thank you for your help!

    Reply
    • Maureen
      Maureen says:

      Hello.

      Yes receiving the questionnaire from the CRA is not uncommon. The CRA is looking at how your husband supports your father-in-law and brother-in-law from a number of perspectives. One area is financial but they are also looking at where your in-laws live and the type of support they need. It’s not all about the finances.
      If you would share the results of the CRA’s decision, after reviewing the questionnaire, I would be very interested in hearing from you.

      Regards, Maureen.

      Reply
  14. Tammy
    Tammy says:

    Hi Maureen; My daughter turned 19 nov3,2012, I stopped recieving money for her each month when she turned 18 (the CTC). She is ADHD and Aspergers, she just got the DTC in Nov 2012. And I don’t have to fill out another form(T2201) until 2016. I was wondering if I can fill out a T1-adj for 2012. I am thinking not. Thank you
    Tammy

    Reply
  15. tina
    tina says:

    i have applied for the benifits on behalf of my daughter diagnosed in 2006 with adhd and other things. it is in process waiting to see if approved . if i do get it can the government take it for student loans that i had or other issues.

    Reply
    • Maureen
      Maureen says:

      Hi Tina.

      If you receive approval for the DTC for any prior years you will have to do T1 adjustments for each year. Once the government (CRA) has processed those, depending on her income, she could receive refund amounts. I have never seen the CRA take student loan amounts owing from a refund. They usually do it for back taxes, or overpayments for CTB or GST/HST. If your daughter didn’t have enough income to use the DTC then I would apply to have it transferred to you. The CRA will not claw back any monies owing on behalf of your daughter on your refund.

      Maureen

      Reply
  16. Deb
    Deb says:

    I just got my letter stating I am eligible for the DTC for 2002 and future years. Not sure what to do now. My marital status is separated as of 2010. Does this mean my ex will be entitled to any refund from 2002 to 2010? A friend of mine (accountant) did my last years ITR (any return previous to this was done by the ex) and a family member (recently got their CGA will help me with future ITRs).

    Reply
    • Maureen
      Maureen says:

      You can now apply for the DTC for all those earlier years. It doesn’t matter whether you were married, separated or divorced. You can claim the DTC on your T1 adjustment for each year. You’re not giving authority to transfer the credit i.e. husband, and it doesn’t matter what the family income was. Either you can use some or all of the credit if you have Federal Tax Payable, or it won’t have any impact on your previous personal income tax returns if you don’t.

      Maureen

      Reply
  17. diane
    diane says:

    Hi Maureen,
    I applied for the DTC recently and was approved on Dec. 4/12. My credits were transferred to my Daughter and Son my Daughters taxes are being re-assessed and I wondered how long does it normally take for them to complete that process. My Son had to answer some questions regarding the assistance he provides/ed in part of the years that he didn’t live at home so we are just waiting to see what the status will change to for him. Unfortunately though I did make the mistake of having the NBA assist in filing the documents but after that I have done everything else on my own and did not listen to the advice they were giving me, but I will none the less have to pay them their fee of 30%. Your advice is terrific because it is something that you can do on your own and with help from others such as yourself it is doable. I am glad I came accross your site. Thanks
    Diane

    Reply
    • Maureen
      Maureen says:

      Hi Diane, and thank you for your kind words. I do hope others come to realize that they can apply for the DTC themselves, or have a friend or relative assist them without the high cost of an agency. Since it is paperwork the process can take anywhere from 6 to 12 weeks. If you’ve not heard anything after 6 weeks I would call the CRA and see what the status is. The number is 1.800.959.8281. You will need your prior year tax return handy as they will ask you specific questions based on the return and to confirm your identity.

      Regards, Maureen

      Reply
  18. judy
    judy says:

    HI can you tell me if I might qualify for the tax credit. I was in a car accident a few years ago ( a young driver hit us while we were stopped on the highway). I was off work that year and now I am again due to pain. My mobility is not hindered to the extent described however I am limited in how long I can stand, bend, or sit. I have constant pain and take a fair amount of prescription medication in order to function. Thank you

    Reply
    • Maureen
      Maureen says:

      Hi Judy.

      I’m so sorry to hear about your accident and your ongoing pain. I’m not qualified to give you an opinion as to whether you would qualify for the disability tax credit. My suggestion to you is to discuss the situation with your doctor ask him to complete the T2201. Once he has completed it then it’s up to you to submit it to the CRA for their decision as to whether you qualify.
      Wishing you well, Maureen.

      Reply
  19. Lisa
    Lisa says:

    Hi Maureen, my 8 year old son has been approved for the DTC as he is Autistic. My income has been less than $20,000 and therefore the DTC is non beneficial to me. Can his father claim the DTC even though we were never married nor lived together? He has been providing financial support throughout the years since the birth of our child. Thanks

    Reply
  20. wendy
    wendy says:

    Curious: so what your saying is if Im on ODSP for many years I will not get anything back from the ontario disabilty tax credit? so there is no point to apply for it? I guess the disabilty tax credit is different for children as my mother is on ODSP and gets back for her minor son thats living with her.

    Reply
    • Maureen
      Maureen says:

      Hi Wendy.

      If you have no additional income that would create Federal Tax Payable then you’re correct, the DTC would have no affect on your personal tax return. If you have a spouse, common-law partner or another relative living with you earning taxable income they could be eligible to claim you and your DTC. There are too many variables for me to speculate on what type of credit or refund your mother could be receiving..

      Maureen

      Reply
  21. Louise
    Louise says:

    I have had a part of my small bowel as well as half of my right bowel removed 20 years ago. Since then, I’ve lived with symptoms that require me to stay at home. Employment would be a challenge as I would always need a bathroom close at a moment’s notice, or I would have to refrain from eating while working since any food is a trigger. I have asked my doctor if he would be willing to fill out the T2201 on my behalf. He quickly dismissed my request and stated that these days, CRA will not approve disabilities unless someone like me has an ostomy bag or is in wheel chair. In other words, much more marked/restricted. Is he correct? If I feel my request is valid, how can I go about finding another doctor who will actually take time to listen to my request? I am also considering CPP Disability. Would I stand a chance there?

    Reply
    • Maureen
      Maureen says:

      Hello Louise.

      My suggestion would be to ask your doctor to complete the T2201 form. It’s not up to him to interpret or assume what he thinks the CRA ruling would be. All you are really asking him to do is give an accurate statement as to your current condition and how long he thinks it will persist. It is also reasonable for him to charge a fee to complete the form. Since I don’t know your age I can’t give you an opinion on applying for the CPP Disability.

      Good luck, Maureen.

      Reply
  22. marcia
    marcia says:

    Hi:-)
    Question please. Is the DTC applied to the federal taxes paid on wages earned throughout the year? Or is it merely based on what is payable when completing your tax return? So say I have paid out 10000 in federal taxes deducted from wages, and then I see that, despite the gov. deductions on my wages, I still owe another 500. Is the credit applied to the 500 only? Or the 10500 entirely?

    thanks!

    Reply
    • Maureen
      Maureen says:

      Hi Marcia

      The DTC does not get applied directly to the tax that was deducted from your wages or the amount still owing. If you look at line 404 of your personal tax return and it is greater than the amount at line 350 than the DTC credit could help you reduce what you owe or possibly generate a refund. Tax owing is based on your taxable income on line 260, not the tax you’ve already submitted to the CRA.

      Maureen

      Reply
  23. Courtney
    Courtney says:

    My son is Autistic and I have completed all the necessary paperwork and been approved for the Disability Tax Credits however I am receiving OW so there is no benefit to me when I do my taxes. (though I do still receive the monthly amount with my child tax benefit payments)
    What I’m wondering is, can my son’s father claim these credits instead? We are not together anymore but he is in my son’s life and if I can’t use them is there a way for me to sign them over to him? It would make a big difference on his taxes so I’d like to figure out how to make it happen if I can.
    Other question, do unused credits get carried over to future years so I may use them in the future when not on OW?
    Thanks for your help 🙂

    Reply
    • Maureen
      Maureen says:

      Hi Courtney

      To be able to claim the Disability Tax Credit for a dependent you must supply all or some or of the basic necessities of life (food, shelter or clothing). But since your son is dependent on you I don’t see the DTC being transferrable. If there is more to this than you’ve indicated I would contact the CRA and ask them based on a scenario. You don’t have to give them your name or Social Insurance Number.
      No the credit cannot be carried forward to additional years.

      Maureen

      Reply
  24. Ashley
    Ashley says:

    Hi, I’m on social assistance have been for the last couple of years, I have a doctor who is willing to fill out my papers for the disability tax credit, I have Fibromyalgia and Costochondritis, I’m 24 and do not qualify for CPP benefits, I only just found out what’s wrong with me, but haven’t been able to work for the past three years, i can barely use my hands, and can’t walk most days, Do I qualify for the Disability Tax credit even though I’m on Social assistance??? And there is a chance I have MS still in the process of that with doctors…
    Thanks Ashley

    Reply
    • Maureen
      Maureen says:

      Hi Ashley

      I’m sorry to hear about your medical issues. It sounds like you have limited income, and since Social Assistance is not taxable income, I don’t believe you owe tax on your personal tax returns. If that’s the case there would be no point in applying for the Disability Tax Credit. The credit only helps reduce the tax you owe, it doesn’t help generate additional funds for you. If your circumstances should change and your taxable income increases then yes it would be good to have your doctor complete the form and submit it.

      Maureen

      Reply
  25. Alison
    Alison says:

    Hello Maureen,

    I was diagnosed with social anxiety approximately 14 years ago and have been on medication for the same period of time. My doctor says I don’t qualify for the disability tax credit and I wonder if she is correct. I feel as though it affects my life greatly. Every decision I make is based on my social anxiety so I can’t understand why I would not qualify…

    Reply
    • Maureen
      Maureen says:

      Hi Alison

      I’m not qualified to give you an opinion on your eligibility for the Disability Tax Credit. If you strongly believe that you should qualify based on the criteria outlined on the T2201 application then I would discuss your situation with another medical professional. Good luck, Maureen

      Maureen

      Reply
  26. Wyman
    Wyman says:

    Hello

    I received a letter saying I qualified for the Disability Tax Credit 2010 to 2018. I sent them a letter asking if they could do a tax credit adjustment for the tax year 2010 + 2011 That was two months ago. I have phoned them to confirm if they received my letter and they said yes and it takes six to eight weeks. It has now been ten weeks. How long on average will I have to wait to get the refund?

    Thanks.

    Reply
    • Maureen
      Maureen says:

      Hi Wyman

      I had a client that called after waiting 2 months and they said they were processing the DTC and it should be completed with her refund in the mail within 10 days. She called back 6 weeks later and they had just finished processing it. I would suggest you call them again and ask when they anticipate getting everything in the mail to you. You might also want to make sure they have your direct deposit information to speed up receipt of any monies owing to you.

      Regards, Maureen.

      Reply
  27. Diane
    Diane says:

    Hi Maureen,
    My question regarding the DTC has more to do with the Company that filled the paperwork in NBA (National Benefit Authority) and I would highly recommend people not to contact this Company at all but, my real question is this they ask for 30% of your Credit and PST/GST on that amount. Is it taxable?

    Thanks again for your help.
    Diane

    Reply
    • Maureen
      Maureen says:

      Hi Diane.

      Yes they can charge tax on what you have agreed to pay them. Because they are a registered business they are required to charge tax when invoicing. Depending on the province you live in it could be GST or HST, but I can’t see them charging PST. You may want to have another look at the invoice you received to confirm there is no PST being added.

      Regards, Maureen.

      Reply
      • Diane
        Diane says:

        Hi Maureen,
        Thanks again for your help and advice and I do believe it is the Harmonized Tax that the NBA is requesting. I do need to ask another question regarding the DTC my. I transferred my credits to my Daughter and it was approved for the yrs 2003-2011 and the crdit was received in Jan 2012. Just recently she filed her 2012 return using the DTC and it has been rejected because of the credit they list the T2201 as one of the factors could it be because the previous application had the NBA as the acting agent but they were removed last year and, I don’t need to re-apply until 2017. Is this normal.

        Thanks again for all your help.

        Diane

        Reply
        • Maureen
          Maureen says:

          Hi Diane
          I’m not sure I completely understand your question. If you were approved for the DTC until 2017 either you or your daughter should be receiving it. It shouldn’t have anything to do with the NBA. Since this is affecting your daughter’s tax return I would have her call the CRA and ask what she needs to do to ensure the credit is processed.
          I hope that helps, Maureen.

          Reply
  28. Louise
    Louise says:

    We went into the appeal process for our son and had the denial reversed which was great news. I did not realize that CRA will only assess the last 10 years from the year that the request to reassess was made, and that it is crucial to include with the original T2201, a letter requesting them to do so as it could go into a lengthy appeal process as ours did. The decision on behalf of our son was reversed in January 2013, and we made our request to reassess this year as well once we knew he was eligible; it made sense to make this request only once we knew he was eligible, not prior as we now realize we should have done. We assumed that he could be reassessed 10 years prior to 2012 because that was the year with which his file was denied and appealed. Before my discussion with the appeals officer today, I had no idea that it was so important to include that additional letter with the T2201. It would have meant an additional year that we could have claimed, so I’m rather disappointed. Have you ever seen any such reminder on their website?

    Reply
    • Maureen
      Maureen says:

      Hi Louise and thank you for sharing your story. It can be a long and arduous process and there are no guarantees when dealing with the CRA. The CRA does post on various websites the 10 year rule but it is not explained as well as you have just done, and the repercussions of not doing it a timely manner are not brought to our attention. Your challenges with the CRA points to the fact of needing to be vigilant and pursing what you know is right. Congratulations on get the credits you deserve.
      Maureen

      Reply
  29. sharon
    sharon says:

    Status
    2013 You did not apply for the disability tax credit for yourself.

    2011-2012 You are not eligible to claim the disability tax credit for yourself.

    2003-2010 You did not apply for the disability tax credit for yourself.

    These are my results but I am more confused than ever. I was diagnosed with cancer in 2008(ovarian/uterine) than came back in 2010 as endometrium cancer and in then mastasized to my lungs and the story ends there! I am trying to keep alive by taking the natural path way to prolong my life. Why am I not entitled to DTC?
    Help me find an answer or resolution to this problem. Ps I tried to apply for Disability Pension and still nothing I am at the tribunal stage.

    Smile
    sharon

    Reply
    • Maureen
      Maureen says:

      Hi Sharon
      This is confusing. Based on your status lines here’s how it translates for me.
      2003 – 2010 – If you weren’t diagnosed until 2008 why do you think you should receive the DTC from 2003 – 2007? On the DTC application form what date did the doctor indicate the disability became effective? Did you send in the DTC application or T1 Adjustments for the years 2008 – 2010

      2011-2012 – If you sent in the DTC previously did the CRA ask you to have the Doctor update your status commencing in 2011 and resubmit a T2201?
      2013 – If this is from the CRA? You wouldn’t have filed your 2013 tax return yet so how could you have applied for it.
      I think you need to speak directly to the CRA and determine what information they are missing or need.
      Maureen

      Reply
  30. danielle
    danielle says:

    Hello

    I am eligible to recieve the dtc for my 12 yr old son, i am expecting a large backpay from the child tax benefit, can cra transfer the backpay for unpaid student loans? they already take my tax refunds,

    Thanks

    Reply
  31. LESLIE
    LESLIE says:

    Hi Maureen,

    I have recently applied for disability credit for my 8 yr old adhd daughter. My question is I am divorced from her father and he is remarried. I know he is not entitled to any money since we separated three years ago, but when I ask them to readjust my taxes from the previous five years will he be entitled to anything. I am primary caregiver and receiver of child tax credit. Thanks!

    Reply
    • Maureen
      Maureen says:

      Leslie, When you completed the DTC application form you would have indicated that the amount be transferred to you, since your daughter has no eligible income. The only way I believe he could receive it is if your income was nil or low during the two years you were together and the DTC was in effect. If the credit did not reduce your Federal Tax liability it could automatically be transferred to his returns. For the last three years the DTC belongs to you and your daughter.

      Maureen

      Reply
  32. Ronald Chillman
    Ronald Chillman says:

    Maybe someone here can help me. My mother is blind from retinitis Pigmentosa and is now registered with the CNIB of coarse she’s restricted. I filled out the DTC has I live with my mom and I’m her caregiver. At this time we have been approved by Canada Revenue and are allowed to claim back to 2003 till present. The reason why we never claimed is because my mom and I thought there was no help, or little help avaible. I have also have been caring for her since 1997, by living in our orginal home. Really we fit all the criteria. My problem is trying to understand the tax credit and how it works, yes, how will I find the DTC for each of the years 2003 till 2012?. I always thought a tax credit was directly applied to the tax that you paid ie: tax payable $5000. credit allowed is $2000.00, which to me would mean that I had to pay $3000.00 in taxes. or is there a formula to calculate?. I’m also wondering how it fits to me has the caregiver, a good example would be that in 2007 on line 404 she paid $2,786.00 in taxes, but her medical was large that year and she received a refund of $2700. Thus really she only paid $86.00 in taxes. Given that the tax credit in 2007 for DTC was $6,890, to me the balance remaining on the tax credit was $6,790 which can be transfered over to me in which my line 404 in 2007 was $6,106. To me again (Im probably wrong) but to me, I should receive my tax money back. But I understand that the maxium a caregiver can get back with the disabled person is $1600.00 per year. Is it possible you could help me see more clearly on this. Also a little help on filling out the T1. How to fill out my mom’s T1 for claiming the amount back and how to transfer over the remaining tax credit to me the caregiver. Also how do I fill out the form has the care giver, I understand that I have use two T1 forms per year for claiming, one for my mom and one for me. Please any help would be greatly appreciated
    Thank you for your time
    I hope you have a great day
    Ronald Chillman

    Reply
    • Maureen
      Maureen says:

      Hi Ronald

      What you need to complete is a T1 Adjustment for each of the years starting in 2003. For the amounts that pertain to each year you can find them on my website at http://themontanagroup.ca/resources/ click on To Download CRA adjustments, You only need to file 1 T1 Adjustment each year, for your mother. There are too many variables in your request for me to help to be able to give you the possible information you might need. I would suggest you contact a tax professional in your area to help you through this process. Talk to friends or family to see who they recommend. Or call the CRA and ask them to help you through the process. 1.800.959.8281.

      Maureen

      Reply
  33. Katrina
    Katrina says:

    I have applied for the disability tax credit on behalf of my 12 year old son, he qualified and was accepted a few years back but it ran out and we had to do it again, how long does it take to find out if it is accepted or denied? I can’t remember from last time.

    Reply
    • Maureen
      Maureen says:

      Hi Katrina

      I recently had a client wait 6 months for approval. If you haven’t heard from the CRA within 10 weeks of submitting the application I would suggest you contact them. That way you can confirm they’ve received the form and they can tell you when they think the process will be completed. The number is 1.800.959.8281

      Maureen

      Reply
  34. Ken
    Ken says:

    Hi Maureen,
    I recently found out about this tax credit though a friend of mine. I have a visual impairment called retinitis pigmentosa. It’s a slow but progressive disease that effects the peripheral vision and often leads to blindness. I am 33 now and struggle with this impairment on a daily basis. I went to my optometrist hoping that she could fill out the disability form for me but, she felt it would be better if my family doctor filled it out instead. I did tell her that an optometrist is a qualified practitioner that is able to fill it out but, she insisted I take it to my family doctor. I know it takes a long time to get a response back when submitting the forms to the government and even longer if there is an issue with the forms and I do not want to jeopardize any chance I may have qualifying for the credit. So, my question is, should I ask if my family doctor can fill out the forms for me even though it’s a visual related impairment, or would it better to seek another optomestrist for a second opinion.
    Thanks a lot for your time

    Ken

    Reply
    • Maureen
      Maureen says:

      Hi Ken

      I’m sorry to hear about your progressive impairment. Since I can only speak from experience I will say of the 100 plus DTC forms I have dealt with in the last few years I’ve never seen one completed by an optometrist. I would suggest you meet with your family doctor to get his opinion and if he doesn’t want to complete your DTC application then ask him to refer you to an optometrist that will work with you through this process, or work with your doctor to complete it. Good luck, Maureen.

      Maureen

      Reply
  35. Laura
    Laura says:

    Hi Maureen,
    I am trying to file for the DTC for my son who is diagnosed with Asperger’s Syndrome. I had one of those agencies do it for me but it was returned due to insufficient information from my doctor. We have a new doctor now and the forms have been filled out again, my question is do I have to go through that agency again or can I try to file myself? Not to nitpick but I am a bit skeptical about this agency because they didn’t even spell Asperger’s right on the tax form.

    Reply
    • Maureen
      Maureen says:

      Hi Laura
      I think you should attempt to do it yourself. It will save you considerable money and you’ll understand the process. If you run into any challenges contact the CRA they will help you with any specific questions you may have.
      Maureen

      Reply
  36. abid
    abid says:

    hello,
    i was approved for DTC for years 2011 to 2016 in may 2013, i sent them 2 T1 adjustment forms for adjustment of 2011 and 2012 in first week of june 2013 they would have received it in second week, now in my T1 adjustment form in “other detail or explaination” area i wrote them to adjust my claim for year mentioned on that form, i never mentioned any line number , i left that area blancked , so will it affect my T1 application nagatively or can it prolong my processing time for reassesment?
    my online status dosnt shows any thing about reassement of my return

    Reply
    • Maureen
      Maureen says:

      Hello

      First you need to be aware of that fact that it can take 4 – 6 weeks for them to process your T1 Adjustment. For 2012 they won’t process the adjustment until they’ve sent out your initial Notice of Assessment for filing your 2012 return. The CRA can process T1 Adjustments without a line number indicated, as long as the reason for the adjustments is clearly indicated. I usually suggest including a copy of the CRA approval letter when requesting the adjustment.

      Maureen

      Reply
      • abid
        abid says:

        thank u so much maureen for reply,
        i have another question, after receiving letter of determination i went to bank and opened RDSP account , can i use this account in redusing my taxible income like we do it RRSP.

        thanks

        Reply
        • Maureen
          Maureen says:

          Congratulations for being proactive on opening a RDSP account. Sorry to say contributions to an RDSP cannot be deducted like we do for RRSPs.

          Response to June 23 question.

          There shouldn’t be any problems processing your T1 adjustments without the line numbers. As long as you detailed the reason you were requesting the adjustment you should be fine. Have some patience it takes awhile for them to process these applications.

          Maureen

          Reply
  37. Mariusz
    Mariusz says:

    I need help with my DTC. I suffered a severe injury back in 2009. I have almost no use of my right arm. My knees have been in constant pain for years and use a cain to walk with. I have to stop every 50 yards or so due to pain. Because I have use only of my left arm, it’s in pain due to over-use and this causes me difficulty in feeding myself and dressing.
    My doctor has filled out my DTC 2 years ago, and I was aproved. Revenue back dated the DTC to 2008, and asked me to re-file for 2013.
    But, my doctor is now giving me run around and not wanting to file again, because he thinks I won’t be approved?
    Please keep in mind that my doctor just filled out Ontario Dissability form, so why don’t I qualify for DTC if not only I’m not any better since last DTC was filed, but feel actualy worst.
    What can I do about this?

    Reply
    • Maureen
      Maureen says:

      I can understand Revenue Canada requesting submission of a current Disability Tax Credit form, it happens frequently. You may find that their original approval indicated you would need to reapply for 2013. People’s lives and circumstances change and it’s not uncommon for some to regain their abilities. I’m not sure why your doctor wouldn’t complete the DTC form again if your condition hasn’t improved, or become worse. I would suggest that you ask him to complete it again and that it will be up to the CRA to determine approval, and you’re not putting the responsibility on him. Can you give me the full Ontario Disability form name or number he did? I’m not sure what you are referring to as the Ontario government has a number of credit and support programs in place.
      Maureen

      Reply
  38. Caro
    Caro says:

    Hi Maureen,

    I would like to apply for the DTC and I want you to tell me if I am eligible for that. So this is my case: I’ve read that depression, anxiety and psychosis are considered a disability ,that is the reason why I want to apply. I’ve been treated with my family doctor in Calgary for about 2 years with depression accompanied by anxiety, psychosis symptoms, this led me to quit my job the last year because i was not productive anymore and I was a temporary worker at that time, after that I decided to go to my country of origin to get treatment and affordable medicine but now that I got the permanent residence I came to Calgary and I’ve been here for one month, i have no job, no studying a career and still keep with the depression treatment. Do I qualify for the DTC? Thank you very much for answering to this message I really appreciate it.

    Best regards.
    Caro

    Reply
    • Maureen
      Maureen says:

      Hi Caro

      I’m not qualified to determine if you are eligible to claim the DTC, you would need that answer from your Doctor. What I can tell you is that if you have no income then the DTC will have no affect on your personal tax return. The DTC is a deductible credit. You would need enough taxable income to generate Federal Tax Payable before you would see the benefit of the DTC.
      Maureen

      Reply
  39. Louise
    Louise says:

    We have three disabled adult children. The youngest has been approved for the DTC since the beginning of this year after a lengthy appeal process. We just found out today that our middle child has also been approved for the last 10 years for the DTC! No appeal process needed, thank goodness! Our oldest daughter’s application was submitted with the middle child’s application, and as well today, we found out that a letter has been sent to her doctor for further clarification. The need for clarification also occurred with our youngest child before his application was initially rejected, so while delighted with our middle child’s eligibility, I am apprehensive upon hearing the news surrounding our oldest child’s application. Could you explain if the CRA’s action of sending a letter seeking further clarification from the doctor is a sign of impending doom, or do success stories still emerge from such instances?

    Reply
    • Maureen
      Maureen says:

      Hi Louise
      It’s not uncommon for the CRA to send a letter requesting additional information. I recently had a client contact me because the CRA had phoned the doctor that signed the DTC requesting more information. Sometimes it’s just a matter of wording and interpretation. Stay with the positive thoughts until you hear otherwise. If for any reason the application is denied you can always file an objection through the Appeals Division. You would need to complete Form T400A.
      Maureen

      Reply
  40. Cath
    Cath says:

    Hi
    My son has been approved for the disability tax credit but just for the year 2012 and 2013. He was just diagnosed at 15. He also has major depressive disorder, anxiety, alexithemia and ADHD. He was born with this disability.. We knew he was different but didn’t know what it was till he ended up in hospital. My question is can we claim back 10 years because he has always had this disorder since birth? How would we do this?

    Reply
    • Maureen
      Maureen says:

      Hi Cath

      You would need to go through the same process as you did to receive approval for the disability tax credit for the 2012 and 2013 years. A doctor would have to complete the Disability Tax Form (T2201) indicating the year that the disability (disabilities) “marked restriction” began. Once that is completed you then need to submit it to the Canada Revenue Agency (CRA) for approval. Once you receive that approval you can go back and make the T1 adjustments for those prior years.
      Maureen

      Reply
  41. Tamara
    Tamara says:

    Hi Maureen,I have a question for you.I qualified for the disability tax credit to claim 3 years back. When the CRA says they are reassessing your taxes as of Sept 5th 2013.How long does it take the CRA to do the reassessment.And do they do all 3years together.

    Reply
    • Maureen
      Maureen says:

      Hi Tamara

      I’m just a bit confused on the timing regarding the reassessment and the disability tax credit for 3 years. I will assume that you’ve submitted T1 adjustments for each of the years because you received approval from the CRA, and that is what has prompted the reassessments. Since this is all handled through paperwork and not electronically, reassessments usually take 6 – 8 weeks. If the CRA is questioning any issue regarding the disability tax credit I’ve seen it take up to 5 months before it is resolved.
      Maureen

      Reply
  42. Kim
    Kim says:

    Hi Maureen,

    I just learned from CRA this morning they they sent a questionnaire to my doctor with regards to my Disability Tax Credit Certificate. My concern is that when my doctor signed my form at the beginning of August he wasn’t familiar with the fact that people with type 1 diabetes were eligible to apply. Do you know what type of questions are on the questionnaire or whether there is something I can do to help the doctor? This is obviously more important to me than it is my doctor and I don’t want him to stop supporting me if he feels this is a nuisance to him.

    Thank you in advance for your thoughts!

    Reply
    • Maureen
      Maureen says:

      Hi Kim

      I’ve never seen the letter sent by the CRA to the doctor, but I know from talking to clients the request is for more specific details as to;
      1) How long is the impairment expected to last?
      2) How is it affecting your day to day mental or physical functions? and
      3) How severe is the impairment?
      My only suggestion would be to see if you could book an appointment with your doctor while he’s completing the request for additional information.
      Maureen

      Reply
  43. James
    James says:

    Hello Maureen,

    I have recently had the determination of eligibility for the DTC approved for my daughter who is 14 years old for the tax years 2005-2017, I have to re-apply in 2018. I have legal custody of my daughter, as her biological mother and I are not together.

    Here’s where it get’s muddy.

    My question is concerning retroactive CDB payments in particular, as I understand that the DTC can be claimed by me regardless of the following situation:

    I was living common law with another woman, who also had a daughter, from 2005 up until about 16 months ago. She had claimed the CCTB for both of the children during that time. After we split up, I filed to have the CCTB for my daughter transferred back into my name and I have recieved the payments for her directly since Oct 2012.

    I know that normally the CRA will retroactively issue payment for the CDB for 2 1/2 years, once you are approved for the DTC for those years, and normally you have to write a letter to apply any further back (which I have already done seperately for the CDB and the DTC).

    Currently on my online statement of account wiht the CRA, it shows that they have only calculated the underpayments for the CDB for the time dating back 16 months, to when I started recieving the CCTB myslef. Does this mean that I would not qualify for the additional CDB for the years 2005 up until Oct 2012 because i was not the direct recipiant of the CCTB? Even though my ex and I claimed common law for those years, she recieved the CCTB for both children. Also does it mean that she would qualify to recieve the underpayments for the CDB for those years?

    Any knowledge/advise would be appreciated.

    Reply
    • Maureen
      Maureen says:

      Hi James

      The Child Disability Benefit (CDB) is a supplement that is included in the monthly Canada Child Tax Benefit (CCTB). I can’t tell from your details if you’ve actually requested an adjustment for each year to receive the CDB, or the CRA has determined your eligible and is waiting for you to take the next step, which would be a T1 Adjustment for each year. As long as no one else is trying to claim the CDB for your daughter there shouldn’t be any problem in requesting the retroactive application. It can sometimes take the CRA a number of months to process the adjustments, even though you’re approved. If I missed responding to any of your issues please don’t hesitate to ask me for additional details or explanation.
      Maureen

      Reply
  44. Michael
    Michael says:

    I was recently approved for the DTC based on having type 1 diabetes (insulin dependent) since 1999. I turned 18 in 2007. A letter was sent asking for the amount to be transferred to my mother for those years, claiming me as dependent. A separate letter was sent asking for the child disability supplement for those years i was eligible for the DTC and under 18. How long will this take the CRA to reassess? It took nearly a ear to be approved between being denied for the DTC and submitting a formal objection before being approved with the right paper work from the doctor. Hoping we do not have to wait on this much longer.

    Reply
    • Maureen
      Maureen says:

      Hi Michael

      If you’ve sent everything in that the CRA requires for a reassessment it could take anywhere from 6 weeks to 6 months. I always suggest that when dealing with the CRA to contact them after a couple of months to make sure they are in receipt of your paperwork. You don’t want to be waiting the 6 months only to find out they didn’t receive your request initially. Once they’ve received your paperwork they may be give you an estimate as to when they think a decision will be made.
      Maureen

      Reply
  45. Carly S
    Carly S says:

    Hi.
    Im confused as i have never heard of this tax credit. I have been on disability for a year and a half but only for 2 years until i have a reassessment. I have a herniated disc in my back which doesn’t allow me to work but i can still walk, feed and dress myself etc. Would i qualify and what do i need to do?
    Thanks.
    Carly.

    Reply
    • Maureen
      Maureen says:

      Hi Carly

      You may be eligible for the Disability Tax Credit. Only your doctor can help you determine if it could apply to you and complete the T2201 form. You would then need to submit the form to Canada Revenue Agency (CRA) for review and their approval. Based on when the disability became effective you could ask to have your previously filed personal tax return(s) reassessed. I know of people that work or go to school and are eligible for the DTC, while others can’t work and aren’t approved. Good luck.
      Maureen

      Reply
  46. Katherine
    Katherine says:

    I have suffered with health issues for many years
    I took a T2201 form in for my Dr to fill out
    This is now the third one as i get denied due to the
    vagueness in my Dr’s report , this third one got
    sent in i thought my Dr did a fabulous job
    On the report i got help from my local MLA
    office to help and they thought it was great too.
    It did get approved ,and i know my DR wrote
    Down the onset of my illness, however the CRA
    asked my Dr to clarify when i became markedly
    restricted because she wrote in the report that
    i left my job due to illness in 2010
    So worded it to my Dr as such ” did Kathy leave her
    Employment due to her Disability
    ” and asked for her
    to clarify the date
    Which was Dec 2010
    i was off work on LTD 3 years prior to this date.
    What can i do to get this adjusted ?
    I dont think my Dr will change anything further.
    Thank You
    Katherine
    PS. This disability has ruined my life
    in the way of employment, residence,
    financial dealing with my employer harassing me
    the LTD company bullying me to the point i couldnt take it and
    Quit my 25 yr old job, i had a good job wage
    benefits owned my own home took care of my kids
    to the best of my ability and because of this illness
    i list it all . Very hard.
    Thanks for listening amd your help.

    Reply
    • Maureen
      Maureen says:

      Hi Katherine

      It’s unfortunate that the doctors’ response when completing a T2201 are mostly yes or no, and there’s not a lot of room for details or additional explanations. That being said the rules also changed in 2010 and I believe you have missed the window to appeal for the years 2008 and 2009. The timing is all based on notice of determination and the tax year you’re filing for. Another consideration is the amount of tax you owed for any of those years. If no Federal Tax was owed when preparing your personal tax return then the Disability Tax Credit won’t impact the filing for that year. My only suggestion at this time would be to file an objection online at http://www.cra.gc.ca/myaccount or speak to you member of parliament.
      Maureen

      Reply
  47. Dan
    Dan says:

    Hi Maureen,

    I’m a guy who has been diagnosed with ADD by my family doctor with the possibility of an anxiety disorder and depression. When I asked her about filling out the form she said that I would most likely be denied because my disability doesn’t significantly restrict me from my daily activities. As this isn’t a physical disability I disagree as this affects me in some form or another almost every day. I am doubtful that she will sign it or fill it out accurately. Is there a way to see a secondary doctor?? Please advise thanks.

    Reply
    • Maureen
      Maureen says:

      Hi Dan

      I’m not qualified to even give an opinion as to whether I think you would qualify, or not. If you feel strongly that you want to proceed with the Disability Tax Credit (DTC) application process then it appears you will have to see another doctor.
      Maureen

      Reply
  48. Roudy
    Roudy says:

    First Thanks Maureen for your continuous answer and update throughout the years. I now have a positive vibe waiting for my answer.

    I have a question tough…

    I have crohn disease and my specialist did my T2201 perfectly with all marked 90% of the time and diagnosed with frequent cramps and diarrhea and bla bla bla. Tough she checked “uncertain” at the question if she thinks it will get better. Will if affect a lot the answer? My specialist has put 2005 as the years of the diagnosis and evrthing else is perfect. Just worried about this one.

    And finnaly whats the average waiting time right now? Does it depends on your region? And I see a lot of people talking about knowing their status on internet. Will I know if they started to work on it if I go on MyAccount on CRA? They received my application 3 weeks ago and I was hoping to get an answer to send my current tax before the end of april…hopefull!

    Thanks a million for all your knowledge !

    Reply
    • Maureen
      Maureen says:

      Hi Roudy

      I wouldn’t expect you to have any difficulty in receiving the Disability Tax Credit (DTC) based on your doctor indicating 90%. I see the “uncertain” comment frequently and it shouldn’t affect prior years or the current year you’re filing. What you may receive in the future is a request from CRA to have your doctor complete another form for an update of your health status. This is not uncommon.
      Timing – that is the big question. Yes some people monitor their application process through the “My Account for Individuals” CRA website. If you haven’t set-up your account then I would suggest you call the CRA to determine the status. If they say it’s under review you could still wait weeks or months. You may want to file your personal tax return by the deadline and request an adjustment after you receive confirmation from the CRA that you are eligible for the credit, and after you’ve received your Notice of Assessment.

      Maureen

      Reply
  49. Jean
    Jean says:

    How do you appeal a decision from C.R.A can it be done through writing to them or do you have to go personally to sit in front of a panel thanks jean. Is there any cases against the 10 year calendar period I applied in Nov/13 in applied in writing by letter to have2003/2005 yeas reassessed as 2003was when my impairment began I was already getting the D.T.C.from 2006 to 2016.I also
    asked in letter if they needed to send me formT2201 which they did but it arrived in January 2014 so what they are basically saying is I cant claim for year 2003 as it is past the 10 year period.Do I have a case against CRA

    Reply
    • Maureen
      Maureen says:

      Hi Jean

      I don’t believe you can appeal for the year 2003 since the 10 year deadline became effective after your filed your 2012 tax return and received your Notice of Assessment.
      Maureen

      Reply
  50. maria
    maria says:

    hi my mom just got approved for dtc…she lives with my father which is disabled too..just sent in his form. Me as a daughter can i claim disability credit on my taxes since im the one doing groceries,running around dr’s appointments and so on? i dont have much income but my husband has a bigger salary..can it be transfered to my husbands taxes? thank you…

    Reply
    • Maureen
      Maureen says:

      Hi Maria

      Your parents can apply to have the Disability Tax Credit(DTC) transferred to you, if they do not have enough income to use it. Once the credit is transferred to you, and if unused, it can be transferred to your husband.
      If you and your husband do not live in the same location as your parents the Canada Revenue Agency (CRA)can question you extensively regarding the support your parents receive from you, before allowing you the unused DTC.

      Maureen

      Reply
  51. Liliana
    Liliana says:

    Believe or not, it is the first time when I hear about this T2201, I have Fibromyalgia /Chronic Fatigue, Arrhythmia, I am 53 years old and I tried to keep working but in 2013 I was feeling much, much worse.
    In 2013 I worked only 3 months, in 2012 about 4 months, in 2010- 6 months .. so I could applied for disability tax credit but I did not know about it.
    I need to receive my tax return as soon as possible. There is almost April 2014 what exactly I need to do to be faster?
    Our soft does not let me enter anything on line 315, I read over the Internet and I need to file this year manually?
    I have printed T2201 and I am in rush to see my family doctor and then after I get the paper can I file my tax or I need first to wait to be approved by Canada Revenue? I got confused, they say I can attache the original when I do my filing..? it is enough? why people waiting so long for approval first?
    Please, can you help me with this? ( I live in Toronto).

    Thank you

    Liliana

    Reply
    • Maureen
      Maureen says:

      Hi Liliana

      I would suggest you file your personal tax return as your normally would.
      It can take a number of weeks, sometimes months before you will receive a response from Canada Revenue Agency (CRA). And you don’t want to be filing your tax return after the April 30th deadline. Once you get the approval for the Disability Tax Credit (DTC)submit T1 adjustments for the years they’ve indicated you are eligible. I really don’t have an answer as to why this process takes so long.

      Maureen

      Reply
  52. Nicole
    Nicole says:

    Hi there,
    My 12 year old daughter is eligible for the DTC. I have requested CRA to re-assess previous years on my taxes and to apply the credit when applicable. If I cannot use up the credit due to my low income will CRA automatically apply the credit to my husband’s taxes? Or will we need to request a re-assessment of his taxes to have the remainder of the credit applied?

    Reply
    • Maureen
      Maureen says:

      Hi Nicole

      If you cannot use the complete credit on prior years I would put the request for the unused balance be transferred to your husband, in your T1 adjustment. For any current or future filings the transfer will happen automatically.
      Maureen

      Reply
  53. mark
    mark says:

    I sent a letter for my adult son requesting to transfer his DTC to me as a dependent from 2004-2012. He was approved last fall but it did not benefit his tax situation any so he transferred to me. I also understand there should have been a disability supplement to the CCTB when he was under 18, but that’s going back 8 years ago not sure If i can still get it.

    Letter was sent back in January, simply asked to apply his DTC to my taxes retroactively with both our signatures and SIN#. Got a letter over a month later saying they received it and will let me know the outcome. It has been nearly 3 months still no word?? When I logged into my CRA account over the past month it said “reassessment in progress” for the previous tax years, but now it doesn’t say that anymore, it also doesn’t say anything has been re-assessed or if there is any money owing to me…calling the CRA is of little help, they keep telling me “it takes 6-8 weeks” but it has been 12 weeks.

    Reply
    • Maureen
      Maureen says:

      Hi Mark

      I can appreciate your frustration with this ongoing delay. First, yes you are still eligible for the disability supplement. It should automatically be credited by the CRA once they process the prior year’s DTC adjustments. But once you get the details for each year, make sure that was actually done. Once the “reassessment in progress” disappears from your account it usually means that there is a notice or funds being sent to you. That can sometimes take weeks also. I’ve seen the process you’re currently going through take 6 months! Calling the CRA, unless you have a direct contact name, won’t help. The general contact person you speak to when calling the 800 number only sees what you see when you login.
      Maureen

      Reply
      • Louise
        Louise says:

        My advice after spending over two years of working on DTC for three children (and going into the appeal process): be persistent. Call CRA every week if you feel that need. After a while, I noticed that even within a day’s span, a different agent would give additional/new detail from the previous agent. I also learned along the way that these agents don’t always have their heads completely wrapped around the situation and sometimes give wrong/contradictory information. Recording all details of your conversations helps immensely.

        One other important thing which is probably mentioned somewhere on here: CRA will automatically recalculate and refund you the last three tax years for the DTC and Child Disability Benefit. Beyond that, you need to send in T1 adjustments for all applicable tax years (we did a T1 adjustment for every single applicable year- even the last three tax years, just in case). For any portion of the CDTB that is not automatically refunded to you, you have to write a letter to the CDTB department asking that they recalculate the benefits for those years.

        Reply
        • Maureen
          Maureen says:

          Hi Louise

          Thank you so much for taking the time and sharing your experience. It’s important for everyone going through this process to understand not everything is black and white when dealing with the CRA, and patience is necessary.
          Maureen

          Reply
  54. mark
    mark says:

    As a follow up to my previous comment, CRA was unable to give me any information by phone, unless I somehow had a direct contact. The “reassessment in progress” has been gone from my CRA account for about a week (it was saying reassessment in progress for over a month, maybe 2), but it does not say anything has been reassessed? should I expect to see a re-assessment date online before anything arrives? or will the CRA add that to my account at a later date? I feel like I need to take action but calling gets me nowhere.

    As a side note, its good to know we can get the CCTB/CDB back payments that will help out a lot. They originally were paid to my wife, so I would assume it won’t be automatic and she will need to send a letter to the CRA?

    Reply
    • Maureen
      Maureen says:

      Hi Mark
      Sorry for the delay in replying but April and the first part of May are devoted to preparing personal tax returns. Have you received any notification yet, either by mail or online? I would have thought you would see the reassessment online before receiving anything in the mail. But, it sometimes takes 8- 10 days for the information to be posted to the online accounts. I just got off the phone with a client that paid her tax account on April 29th, at the bank, and it wasn’t showing on the Notice of Assessment she received, dated May 5th.
      Maureen

      Reply
  55. Nenad
    Nenad says:

    Hi.My Name Nenad.I am disabilty person.I wana Ask I am be Approval fr From 2008 to 2014 Claim.I do Over my Brother do for me Transfer.But i see Sistem Tell i am no apply for previouse from 2004 to 2007.So what i need to do.Do just need my Brother do Claim Tax or something diffrent.Tell me Correct.Thanks so Much Nenad.

    Reply
    • Maureen
      Maureen says:

      Hi Nenad
      In response to the years 2004 through 2007 that were not approved – it could be because the doctor did not include those years when completing the Disability Tax Credit Certificate (T2201). Before you spend too much time looking into that I would suggest you determine what benefits you will derive if approved for the earlier years. If you and your brother live together, or you’re dependant on him for day to day support he may be eligible to receive the transfer from you. On his personal tax return he would have to show you as a dependant. It also depends on your income. If you want him to speak to Canada Revenue Agency on your behalf, to determine what can be done, you will need to complete a T1013 http://www.cra-arc.gc.ca/E/pbg/tf/t1013/t1013-fill-13e.pdf authorizing him to be your representative.
      Maureen

      Reply
  56. Bob
    Bob says:

    Hi Maureen, thanks for all the great advice you have here. I have two questions for you. I’ve been approved for the credit already, however I receive only a disability cheque for income, and my wife is self-employed, with no taxes to pay nor anything considered a business expense. Her parents give us money and buy us food, as well as paying for the kids to do stuff etc.. (nice eh?). Anyways….what I would like to know is, can I transfer the credit to them, and would it benefit them in any way? Thanks in advance for your response. Bob.

    Reply
    • Maureen
      Maureen says:

      Hi Bob
      Thank you for your kind words. Since you and your wife can’t use the disability tax credit you could transfer it to her parents, if you all lived at the same address. Other than that I’m afraid the credit is probably wasted.
      Maureen

      Reply
  57. Debbie O
    Debbie O says:

    My husband was diagnosed with ADHD over 12 years ago by job counsellors. We got all the forms and went to our family doctor and she agrees he has ADD BUT won’t sign the forms! Very frustrating. She says in order to qualfiy at the level he should, he’d have to be suffering from conditions 24/7!! Now I’m really angry at her. She won’t sign it, so I guess is this it for us or is there another way? How can you go to another doctor who doesn’t who know my husband to get it signed. Thanks

    Reply
    • Maureen
      Maureen says:

      Hi Debbie

      I can certainly understand your frustration. Here is the link for the Disability Tax Credit Certificate T2201. http://www.cra-arc.gc.ca/E/pbg/tf/t2201/t2201-fill-12e.pdf
      I suggest you look at page 3 and do the self-assessment on behalf of your husband. If you feel that you can answer yes to question one and any one of the additional four questions then I would again ask the Doctor to complete the form, based on your assessment, and tell her you’re asking the CRA to decide if he’s eligible or not.
      Good luck.
      Maureen

      Reply
  58. Margaret
    Margaret says:

    Hi there,
    My adult son is interested in applying for the DTC. He was diagnosed with ADhD in his teen years and coped reasonably well into adulthood. However, He now has very high anxiety with increased impulsivity, issues with memory, poor understanding of consequences, problem solving and lack of judgment. This affects him in many ways on a daily basis, but he is able to live on his own and holds down a job. We keep in daily contact to make sure everything is ok, to help with the anxiety level, and have had to help him financially, since managing money is a huge problem, with his impulsivity, lack of judgment etc, etc. I have read the documentation re the DTC and wonder if it is appropriate to apply for this.
    Thanks in advance for your reply.

    Reply
  59. Karen Louter
    Karen Louter says:

    Hi! I have studied everything you have written and I really appreciate this forum. Thank you! I have a very practical question. My son, now 18, has been approved – yesterday! – for the Disability Tax Credit. We are now going to apply for reassessment for the years 2004-2013 for both my husband’s income tax returns and the Child Disability Benefit. Here is my question: Do I need to send in a T1-ADJ form separately in 10 individual envelopes one for each year? And of course each one would need a separate copy of his letter of eligibility for the DTC – which in our case spanned 3 sides of paper. So, do I need to send 4 sheets of paper in 10 different envelopes to apply for the 10 retroactive years of assessment? (And I guess ONE written letter requesting reassessment for the 10 years of Canada Child Tax Benefit with one copy of the letter of eligibility included? Although I know they do the first 3 years back automatically. I just want to be throrough…) Thank you for your help! Karen

    Reply
    • Maureen
      Maureen says:

      Hi Karen.
      Thank you for acknowledging the information I’ve been posting, and that it has been beneficial to you. First, you can put your T1 adjustments, for each year, in one envelope. In the memo section I would reference your request PLUS refer to the date of the letter that you received from Canada Revenue Agency (CRA) indicating your son’s eligibility. If you want you can send one copy of the letter of eligibility in the same envelope, but it shouldn’t be necessary. The Child Tax Benefit credit will be adjusted automatically as each Disability Tax Credit (DTC) is processed. Remember, since this is a paper application to CRA it can take some time, roughly 6 – 8 weeks before you receive a response and adjustment from them.
      Maureen

      Reply
  60. Karen Louter
    Karen Louter says:

    Well, it figures. I though I had all my questions sorted out and then I think of another one. I just looked at your list for the CRA Disability Tax Amounts for the last 10 years – thank you for providing that! – and I see that it says “Age 18 and over” at the top. My son is 18 now in 2014, and we will be asking for adjustments for the last 10 years when he is under 18. We will be asking for my husband’s tax returns to be adjusted transferring from him as a dependent. Do we still put the yearly amounts that you listed in the “amount of change” column and so on? Even though our son was not 18 and over? Do we need our son’s signature anywhere, or just my husbands on the T1-ADJ form? You are a saint for helping all of us out! Karen

    Reply
    • Maureen
      Maureen says:

      Karen, hello again.
      I would put the adult DTC amount on the T1 adjustments. The CRA should make the appropriate adjustment based on his age. To get the under 18 age amount for each year can be very time consuming and may cause you to pay a professional, such as myself, a fee. No your son does not need to sign your husband’s T1 adjustment applications at this time. Depending on the wording of your original DTC application it may be necessary in the future for your son to sign the approval of the transfer to his father.
      Maureen

      Reply
  61. Maureen Bordeleau
    Maureen Bordeleau says:

    I am investigating the DTC for a friend. Her daughter has only recently been diagnosed with a rare syndrome called Moebius Syndrome. Her daughter probably does not qualify for the DTC since her income is low and thus has paid little or no tax. However her mother has supported her financially for many years & has substantial taxable income. Do you believe it’s worthwhile for her to apply? The daughter lives in Ontario whereas she lives in Quebec. She has bank records of monthly transfers to her daughter’s bank account. Would appreciate any advice you might provide.

    Reply
    • Maureen
      Maureen says:

      Hello Maureen.
      I had never heard of Moebius Syndrome until you contacted me. What a terrible disease. Your friend is very fortunate in having you inquire about any credits that might be available to her. If the daughter’s doctor is prepared to complete the T2201 then I think it’s worthwhile to try and pursue approval and transfer of the Disability Tax Credit (DTC). As you are aware the transfer from the daughter to her mother must be due to the dependence of the basic necessities of life such as food, shelter, or clothing. If the daughter is dependent on the transfer of funds from her mother to meet these needs then there is a possibility. The first red flag to the Canada Revenue Agency (CRA) will be the fact that they do not live in the same province. My suggestion would be to apply for the DTC. You will need to let your friend and her daughter know they will probably receive a call from the CRA regarding dependency. The cost involved would be from the Doctor in completing the DTC, while the credits your friend could receive would be substantial.

      Maureen

      Reply
      • Maureen Bordeleau
        Maureen Bordeleau says:

        Thank you so much for your response. She was only diagnosed last year I believe, although she has had issues all her life. Now with this information I believe my friend could make a claim. I thought about contacting one of the companies that specialize in this field however after reading your blog I believe my friend’s accountant will be able to do the paperwork once her daughter’s doctor has filled out the DTC. Thanks once again.

        Reply
        • Maureen
          Maureen says:

          Maureen, thank you for letting me know how your friend plans to proceed. I certainly agree it’s best to use a professional, as in an accountant or tax preparer, when working with the CRA. The fees of some agencies specializing in DTC applications can sometimes be thousands more than what we charge.
          Maureen

          Reply
  62. mary
    mary says:

    Hello
    I have been approved for the disability tax credit. For 2011-2014. I am on odsp now but worked until 2012. I owe the govt $332 apparently. Will this tax credit help reduce that? And I live with my nephew I’m blind now and get very confused some days due to progressive MS, how do I transfer my disability tax to him?

    Reply
    • Maureen
      Maureen says:

      Thank you for your interest in the information I post. I’ve found that I receive many more questions than I can respond to in a timely manner. While these blogs and previous answers are posted to help guide Ontarians (individuals and families) through the obstacles of dealing with the CRA, it is, as you can probably appreciate, extremely time consuming. If you are interested in formally securing my time and services to assist you further, please contact me directly at maureen@montanagroup.ca. I will be happy to supply you with a price quotation.
      Maureen

      Reply
  63. Hélène Jadot
    Hélène Jadot says:

    can you get DTC even if you are working. and if my husband never paid tax I know he won’t get any but can I apply for it even if I don’t pay any incometax at the end of the year
    Thanks

    Reply
    • Maureen
      Maureen says:

      Hello Helene. When you prepare your personal tax returns, and if you have Federal Tax payable, it would benefit you to apply for the DTC. Additional credits you currently have may bring your tax liability to zero, or generate a refund. But there could be a greater refund with the DTC. Not knowing all the facts limits the amount of detail I can provide to you.
      Maureen

      Reply
  64. cindy
    cindy says:

    Hello Maureen,

    This is such a great site and thank-you for all your help. It’s greatly appreciated!
    I was just approved to receive the Disability Child Tax Credit for my son. This is great news!
    I am trying to fill the T1 adjustment forms for the years 2009-2013 and need a little help please.
    From what I understand I want line 318 adjusted and I named the line “Disability amount transferred from a dependant”, then I put 0 for previous amount and then I get confused. What do I put in the +/- box, the amount of change box and the revised amount box?
    I’ve read that I’m approved on the CRA website and from reading the previous questions and answers I should wait to get my confirmation in the mail so I can attach a copy of it to the adjustment forms.
    Do I do anything with line 315 the caregiver amount?
    Thanks in advance Maureen.

    Regards,
    Cindy

    Reply
    • Maureen
      Maureen says:

      Thank you Cindy, I’m glad you’ve found my site beneficial. In the +/- box you want to put the amounts posted on my October 25, 2011 blog pertaining to the relevant years. And yes, it includes an update for the 2012 and 2013 amounts. The Canada Revenue Agency (CRA) will also calculate the additional appropriate credit for your sons age if applicable. Since the confirmation is available online you do not need to wait to submit the adjustment, but you should have the written confirmation very shortly if you want to include it.
      Maureen

      Reply
  65. sandi
    sandi says:

    Question…I have been a type 1 diabetic for 31 yrs, hypothyroidism for 16 yrs, depression and anxiety for 10 yrs, sleep apnea for 7 yrs, and diabetic neuropathy in my hands and legs for 12 yrs but my Doctor says I’m not disabled…and I’ve been diagnosed in the past 2 yrs as being a brittle diabetic. My Doctor refuses to fill out the forms…what can I do now?
    Please help…thanks.

    Sandi

    Reply
    • Maureen
      Maureen says:

      Hi Sandi
      I don’t understand why doctors don’t complete the forms when requested by their patients. As long as they complete the documentation honestly it’s really up to the Canada Revenue Agency (CRA) to determine if someone is eligible. I know the doctors charge a fee, so it’s not as if you’re asking for something for free or stealing from the CRA. If you have specialist for any of your health issues I would suggest you consider approaching them to complete the Disability Tax Credit Form, or get an answer as to why they don’t think you’re eligible.
      Good luck, Maureen.

      Reply
    • Bonnie
      Bonnie says:

      Sandi, where there’s a will, there’s a way. All three of our kids have been approved for the DTC over the last two years. If I had accepted what a couple of specialists told me, we would not be in the position we are today with our kids/DTC. Keep fighting. Don’t waste your time with that doctor. He/she obviously doesn’t get it. You need to start asking other diabetics in your area for a referral to a good doctor/specialist. One of the quickest ways you could possibly do this is to join a diabetic support group on Facebook. Search for one in your geographical area or as close as possible. Join more than one group if you have to. Once you’ve joined, tell people where you are from, tell them what are trying to do, and ask if anyone can give a doctor/specialist recommendation within driving distance from you. Specifically mention that you are looking for one who is very familiar with DTC forms, and one who knows what it takes to get a patient approved. We ended up driving 3 hours to get our kids diagnosed properly, and the same doctor did a fabulous job on all the paper work because she knew what it took to get approved for the DTC (i.e. she knew she had to lean towards exaggerating). In fact, she helped us win an appeal for one our kids who had been rejected for the DTC, which had been based on information from a doctor from whom we should have avoided. It is worth it if you find that right doctor.

      Reply
  66. Grant
    Grant says:

    Hello,

    I am thinking about applying for the DTC due to my spinal arthritis. I currently haven’t paid any taxes over the years to use the tax credit but from what I gather in order to be able to take advantage of the RDSP one has to apply for the DTC? thanks

    Reply
    • Maureen
      Maureen says:

      Hi Grant
      Yes, before you can be eligible for a Registered Disability Savings Plan (RDSP) one of the requirements is completion and approval of the Disability Tax Credit (DTC). You will need to have a medical doctor certify on the DTC that you have a severe and prolonged impairment in physical or mental functions. But it’s not just the application that needs to be submitted, the form must also be approved by the Canada Revenue Agency (CRA) before you can make application for the RDSP.
      Maureen

      Reply
  67. Tracy
    Tracy says:

    Hi, I was diagnosis few years ago with fibromyalgia. I try very hard to control it them it not control me.
    My question for u is, even tho I work part time, 4 days a week, very stressful job, I do take sick time if I have attract. I hear about this DTC and it would be a blessing to have extra money through out the year to get help, massage therapy,…etc…to cope with with the pain.
    Even tho I work can I still be able to receive DTC.
    Over the years I do take more and more sick days 🙁 off. But I keep fighting.

    Reply
    • Maureen
      Maureen says:

      Hi Tracy

      Yes some of those that have been approved for the Disability Tax Credit (DTC) can also work. Once you’re approved for the DTC it could help reduce the federal tax that you owe, when completing your annual tax return. It is not an amount that you would receive throughout the year.

      Maureen

      Reply
  68. Tatum
    Tatum says:

    My son was approved for DTC in 2010. I have claimed the credit since that time. My ex-husband and I separeted in Jan 2011. I was primary care-giver of the kids from that time until joint-custody began March 2012. I has submitted all documentation to CRA when I had primary custody and again when things went joint.

    My ex-husband feels he’s entitled to half the credit since it first started in 2010. He’s complained to cra that I should be audited and he compensated for those years. Additionally, he states that cra has given him direction that only one person can claim the benefit and that if we can’t agree (in writing) as to whom that person is, then the tax credit will stop altogether.

    I would have thought that CRA would have contacted me by letter or phone call to advise me of the same thing. I haven’t recieved anything, but a letter that states that the monthly benefits are jointly shared between us.

    I just don’t know what to believe?

    I really appreciate some insight on this:)

    Reply
    • Maureen
      Maureen says:

      Hi Tatum

      There are a lot of variables, over time, that create a moving target as to the correct answer. I suggest you speak directly to the Canada Revenue Agency (CRA) to understand the rules and options as they pertain to you personally.
      Maureen

      Reply
  69. Chad
    Chad says:

    Maureen,
    My 11 year old son just got approved for the DTC and can now date back to 2005 on reassessments. My question is we are common-law and have been claiming together since 2005. I have always claimed the children up until last year because of my injury. My wife claimed the kids last year as she went back to work. Who do I do the T1 adjustment form for, my wife or I. I plan to do it online on cra account if I can figure out which box needs to be changed. Thanks in advance for your help.

    Chad

    Reply
    • Maureen
      Maureen says:

      Hi Chad
      The fact that you have been claiming common-law is not an issue. When you applied for the Disability Tax Credit (DTC) you would have requested that the credit be transferred to one of you. If the DTC cannot be used in its entirety for the person claiming it, then the unused amount can be transferred to the common-law partner.
      Maureen

      Reply
  70. Maria
    Maria says:

    Hi Maureen,

    My 7 year old daughter was approved for the DTC due to her mental impairment. My question to you is, does Revenue Canada pays back retroactively the CDB through the CCTB? If so, how long is the process for them to deposit us the amount? Do I have to fill out any form claiming the amount or will it be automatically? I also would like to point out that I am on Income assistance, does that affects whether we can claim the amount? I don’t know this all new to me and it’s a bit stressful.

    Thank you for taking the time to answer. I really appreciated it!
    Best regards,
    Maria

    Reply
    • Maureen
      Maureen says:

      Hi Maria

      I am sure this is very stressful for you and your family. Trying to determine your rights and knowing the “rules” can be overwhelming. Since you’re already receiving the Canada Child Tax Benefit (CCTB) you are eligible for the Child Disability Benefit (CDB) supplement, now that your have approval for the Disability Tax Credit (DTC). Whether Canada Revenue Agency (CRA) will automatically implement the increase I don’t know. You are eligible to receive the monthly increase and retroactive amount for the previous two years. The fact that you are receiving income assistance is irrelevant. I would suggest you contact CRA at 1.800.387.1193 to determine if they have implemented the additional amounts to be paid to you, and what time frame can you expect to be paid.

      Maureen

      Reply
  71. Aaron
    Aaron says:

    Hi. I had a quick question I was hoping you could answer. I was recently approved by the CRA to have all unused credits transferred from my mother on line 318. She was previously approved for the DTC. I would now like to arrange for the transfer of the provincial amounts but I was told that because we live in Quebec the transfer can only be made to a spouse and not to another supporting relative. Is this true? And, if it is true, is there some other amount that can be claimed provincially instead?

    Thanking you in advance for your help.

    Reply
    • Maureen
      Maureen says:

      Yes that is true. You cannot transfer a provincial amount to another province, and I’m not aware of any additional credits that could be available to you.
      Maureen

      Reply
  72. Gabriel Raevsky
    Gabriel Raevsky says:

    Dear Sir, I have a question. I am on dialysis. I’ve been approved for DTC. But I did not receive any money, because I can not work. Can you, please, tell me if I can transfer my DTC to my mother, who provides care for me. She lives in a different city and her care is financial, not physical. She gives me money to live better life, than what I could live only on disability. And if I can transfer my DTC, how to do that? Thank you, hope for the answer.

    Reply
    • Maureen
      Maureen says:

      Hello Gabriel

      Your may be able to transfer your Disability Tax Credit (DTC) to your mother. The criteria for the transfer of the credit is in supplying the basic necessities of life; food, shelter or clothing. By providing you with the finances to purchase those necessities, both of you living in Canada, and your low or non-taxable income I would not expect the transfer to be a problem. I would suggest contacting Canada Revenue Agency (CRA) to determine the necessary steps to make this happen. You and your mother will want to ensure confirmation in writing from CRA that it has been approved before filing your next tax returns. The number is 1.800.959.8281.
      Maureen

      Reply
      • Gabriel Raevsky
        Gabriel Raevsky says:

        Thank you very much. I’ve sent a letter to CRA with a request to transfer my DTC to my mother. Will see what is the answer going to be… I’ll contact you after that.

        Reply
  73. Kara
    Kara says:

    Hi Maureen,
    This information is invaluable, thank you so much! I’m awaiting approval for the DTC and have not worked since 1998. I know I can use the T1 adjustment forms to have them reassess my husband’s taxes back 10 years. I’m wondering if that would apply to years 2003-2013 or 2004-2014? My approval might not come until 2015, as it was just recently submitted.

    Reply
    • Maureen
      Maureen says:

      Hello Kara.
      I certainly appreciate your kind words and that you’ve found my comments beneficial. My first thought is that the Disability Tax Credit (DTC) will be effective starting with the 2004 tax year. But instead of seconding guessing what the CRA will allow you’re best to wait for their letter which will; 1) let you know if you’ve been approved 2)if approved, indicate how far back you can make the claim and 3) give you a heads up as to whether you may need to reapply in the future. Best of luck.

      Maureen

      Reply
  74. randy
    randy says:

    I was just approved for the dtc., they said good for 2002-2015. My question is, is it 9 years counting the my 2014 tax return, or is it 10 years not counting my 2014 tax return? confused. Also, since i’ve been pre-approved ahead of doing my 2014 return do i still have to file a paper return?

    Reply
    • Maureen
      Maureen says:

      Hello Randy
      Since you’ve haven’t filed your 2014 return I would suggest requesting adjustments for the 10 years prior. Filing your 2014 return – it’s all a matter of timing. If they process your adjustments prior to filing your 2014 return then you can e-file it.

      Maureen

      Reply
  75. Jennifer
    Jennifer says:

    Hello,

    I was just wondering how hard , or if it is impossible to apply if you do not have a family doctor? I was sent to a specialist 6 years ago and diagnosed with Fibromyalgia. I also take medication daily for anxiety and was told that I have degenerative discs. However, all my medical history is through the hospital ER.

    Reply
    • Maureen
      Maureen says:

      Hello Jennifer.

      You are the first person asking me about the Disability Tax Credit (DTC) that hasn’t had a family physician or specialist for an extended period of time. I will assume that you go to ER for your prescription renewals. The next time you’re there I would suggest asking the attending physician if the hospital has someone that you could speak to regarding completion of the DTC.
      Maureen

      Reply
  76. HAMMAD
    HAMMAD says:

    Hello,
    i am markedly restricted in walking due to polio when i was young. i came to canada in 2005. should i apply to DTC my self or take help from the companies that advertise to help disabled. like in you last comment NBA (national benefit authority) is one of them. Please help.

    Reply
    • Maureen
      Maureen says:

      Hello Hammad

      I can’t speak directly to what an organization, and the practices or costs involved, in them applying on your behalf for the Disability Tax Credit (DTC). I would suggest that you attempt the application on your own, that way you keep all the money you’re entitled to if accepted. If you determine you would rather have someone do this on your behalf then I suggest you speak with a family member, friend or a tax preparer to assist you. If using the services of a qualified tax preparer the fee would be determined prior, so there are no surprises.
      Maureen

      Reply
  77. Amy
    Amy says:

    Hi Maureen

    We were approved for the disability tax credit for three year then had to re-apply but got denied this week.. What do you think I should do request for another review or file a formal objection? Feeling lost please help

    Thanks

    Reply
    • Maureen
      Maureen says:

      Hello Amy.
      In the letter you received from the CRA it should indicate why you were refused. I would address that issue first to determine what your next steps should be.
      Maureen

      Reply
  78. Karine Rose
    Karine Rose says:

    Hi 🙂
    I applied for Disability tax credit for my 11yr son…my Dr wrote 2011 on the form. Instead of writting date when he started signs of severe ADHD he wrote date he started his concerta. I was approved and got back pay from CCTB for 2011 to now.
    I decided to re-apply to get 2005 to 2010 as he was such a difficult toddler 🙁 My dr re-filled it and i resent a new application. Is it very common for people to get denied when applying to get more backpay? and lets say they deny 2005-2010 could i love teh tax credit all together??? thanks!

    **he was approved to receive to his 18th bday!

    Reply
    • Maureen
      Maureen says:

      Hi Karine
      It is not uncommon to apply for prior years for the Disability Tax Credit (DTC) after receiving approval for more recent years. I see this when parents or individuals have moved or changed doctors. In some instances they weren’t aware they were eligible for the DTC until they met with a new physician. You may or may not get approval for the prior years, but you won’t lose what has already been approved by the CRA. The approval process is based largely on how the physician completed the paperwork and the type of disability.

      I check my email 2 – 3 times a day, during regular business hours. If this is an urgent matter please contact Gert at 905.967.0777.
      Maureen

      Reply
  79. Sue
    Sue says:

    Hello i had a sever accident three years ago and shattered my right forearm big bone really badly along with partial and full tears in my shoulder since the accident i have labeled permanent injury can not do anymore for me….i am rt hand dominate and i have lost my small motor skills, I have nerve damage and it is very weak I have to avoid any repetitive work pinching gripping bending and twisting pushing and pulling. Cutting food tieing shoes snaps buttons. Since my rt arm was labeled I had to use my left arm and hand for three yrs now and now I have a hole in my rotator cuff and having sever inflammation issues regards to ulna nerve in it…due to the meds I took I developed resistent H Pylori…now with my shoulder issues I can’t wear a bra with straps I need help just to put one on getting dress is so difficult and I’m in so much pain I end up staying in my pj’s. Bathing is so hard as I have to bend over to try and wash my hair and need assistance. Shaving I also need assistance let alone cutting my nails due to no strength and can not pinch the clippers….but all this I also have diagnosed with adhd and have degenerative bone diease in my lower back and pelvic area..my question is do you feel that I could be eligible for this disability credit….I’m on long term sunlife rt now pls let me know ty

    Reply
    • Maureen
      Maureen says:

      Hello Sue
      I am so sorry to hear all that you’ve gone through in the last 3 years. If you look at the T2201 http://www.cra-arc.gc.ca/E/pbg/tf/t2201/t2201-12e.pdf
      and complete the self-assessment questionnaire it appears that you could qualify. If a qualified practitioner completes the Disability Tax Credit (DTC) Certificate in agreement with your self-assessment I would think you would be approved. Based on the year the DTC becomes effective you may then be able to request adjustments to your previously filed tax returns for a refund.
      Maureen

      Reply
  80. Eszter
    Eszter says:

    Hi 🙂
    I just received approval for DTC from CRA and have filled out the T1-ADJ forms for each year going back to 2007. I have mailed my forms with a copy of the approval letter asking the CRA to adjust all the years.
    Do you know how long it takes to get the refund from the CRA and also how I can calculate the amounts I will be getting back for each year?
    Thank you in advance
    Eszter

    Reply
    • Maureen
      Maureen says:

      Hello Eszter
      At this time of year, and if all your paperwork was completed accurately, I would estimate that you would receive your refunds in less than 6 weeks from date of mailing. A rough estimate of your refund amount could be calculated by taking the Disability Tax Credit (DTC) amount and multiply by 15%. For 2013 $7,697 is the credit, multiply by 15% = $1,155. Which means if you paid Federal Tax in 2013 your refund could be up to the amount of tax you paid, to a maximum $1,155.
      Maureen

      Reply
  81. Erin
    Erin says:

    My son was diagnosed with ADHD and ODD back in 2009. I have sent the forms away, but just curious as to how often children with those problems are approved? She did fill out the form fairly well, and noted that he was aggressive and unable to express himself appropriately. She also noted the fact that he has been suspended from school multiple times in 1 week..

    I know you can’t say for sure if we will be approved, but if you can give me an idea of how many children with ADHD and ODD get approved, that would be a comfort in my mind while I make this long wait.

    I tried to get his last Psychiatrist to fill them out a year ago, but he flat out refused.

    Reply
    • Maureen
      Maureen says:

      Hi Erin

      I know you’re anxious for a definitive answer but I can’t give you one. I don’t know how many applications are made and accepted, or refused, that have a similar diagnosis as your son. I suggest calling Canada Revenue Agency (CRA) about 6 weeks after you mailed the application to see what stage the review is at.
      Maureen

      Reply
  82. Manny
    Manny says:

    Hello there,

    My daughter with mild CP and learning disability has been denied the certificate. We are getting a letter from our doctor and her school as the Government does not want to hear anything previously mentioned. We sent all physical and psychological reports and obviously it din’t help. She has been affected by short memory and speech.
    Any advise would be a great help.
    Thanks

    Reply
    • Maureen
      Maureen says:

      Hello Manny
      It is frustrating when you believe something should be approved, and it’s not. The Canada Revenue Agency (CRA) is usually pretty explicit regarding the reason(s) for not approving the credit. Did you receive a letter with the explanation? If you did receive an explanation then I would ask the doctor that is completing the new Disability Tax Credit (DTC) application to make sure those issues are addressed and as much additional information as possible is included. Good luck.
      Maureen

      Reply
  83. Floss
    Floss says:

    Hello, my questions regards the disability tax credit in relation to the insulin pump use. According to my research insulin pump users do not apply, but my MD had no problem with signing the paperwork that was needed. Does a MD have the final say on who can apply? Basically I am wondering about the amount of authority a doctor plays in these matters. This has turned into a bit of an ethical question for me also, and if have considered ending the tax credit after this point. If the MD does not have the right to sign the papers, how do I cancel the credit. Thanks!

    Reply
    • Maureen
      Maureen says:

      Hello.
      The Canada Revenue Agency (CRA) actually has the final say as to whether you will be approved for the Disability Tax Credit (DTC). As long as your doctor fills out the DTC application honestly then I don’t think you have anything to be concerned with. If you feel your MD was unethical in reporting, or you now longer feel you want to proceed with the application then contact CRA directly and ask to have it revoked.
      Maureen

      Reply
  84. Max
    Max says:

    Hello Maureen , I have a question My doctor has filled out my DCT forms under the mental health portion , I sustained a serious brain injury in 1995 every yr I forget to fill out the forms this yr I finally did them , My spouses brother has been helping us monthy in the $400-$500 range for the past 9 yrs .I am on ODSP would I be able to fill his name under my on the forms to transfer the monetary potion to him , He has been more then helpful to us to make ends meet with paying almost half our rent monthly , I am about to send in my forms I just would appreciate some advise prior & would he be taxed on any monies received if approved . Warmest Regards Sincerely Max

    Reply
    • Maureen
      Maureen says:

      Hello Max
      I think it’s commendable of your brother-in-law to help you as he has financially for the last few years. The Ontario Disability Support Program (ODSP) is made available to those with disabilities who are in financial need to pay for living expenses, like food and housing. I’m not sure if you’re asking me if you can have ODSP pay him directly for the rent portion that he pays, or going forward you’re not going to actually need ODSP and would like monies that you would possibly receive go to him for reimbursement for the amount he’s paid over prior years. In either case they will not pay him directly, so there is no need to be concerned about it being taxable income in his hands. ODSP makes their decisions based on the individual and the related household family income and assets available. For clarification concerning you specifically I would suggest you call them to discuss.
      Maureen

      Reply
      • Max
        Max says:

        Hello Maureen , I may not have made the question clear , I was meaning am I able to Transfer My DTC to him seeing how I can not use the credit due to my income as he has helped us throughout the years ? I think this is what im meaning to ask I appreciate the prompt reply

        Kindly advise

        Reply
        • Maureen
          Maureen says:

          Hi Max
          Normally the transfer of the Disability Tax Credit (DTC) would go to your spouse. But if that isn’t the case then yes your brother-in-law may be eligible to claim the transfer of the DTC. You and he should be prepared to supply to CRA proof that he is supporting you with the basic necessities of life, which are; food, shelter or clothing.
          Maureen

          Reply
  85. Dan
    Dan says:

    I believe my wife meets the conditions of the DCT and myself. I do not believe due to our income that it would benefit us in anyway for the last ten years… however, should we get it filled out and sent in anyway incase our business takes off in the next couple of years, thereby saying us a headache later?

    Reply
    • Maureen
      Maureen says:

      Hi Dan.
      Yes I would certainly have the Disability Tax Credit (DTC) completed and submitted approval now. Hopefully it will save you tax in the near future.
      Maureen

      Reply
  86. tina
    tina says:

    I have asked my dr to fill this form out but he refuses. He has filled out forms for odsp, and also recomends me use a walker and power scooter, I have chronic pain, fibromialgia, DDD, spinal stenosis, chronic migraines, IBS and more can I send a letter to revenue with the form filled by me with what ever documents I have from my doctor from apply odsp

    Reply
    • Maureen
      Maureen says:

      Hello Tina
      The CRA won’t accept a Disability Tax Credit (DTC) application without the signature of a qualified physician. So there’s no point in wasting your time then waiting for a response. If you haven’t already asked your doctor why he wouldn’t complete the form then I suggest that be your first step. If he’s told you why he won’t complete it then let me know, as I’m a bit surprised based on your health issues?
      Maureen

      Reply
      • tina
        tina says:

        Thanks Maureen,
        When I took him the forms and he said no I asked and he said they don’t give examples with my conditions and they don’t fall under the catagories. I told him they did all as one for quality of life and as each impparement has effects that I am either unable to walk far, sit/stand more then 10 min (I’m laying down most of the time, I had to cut hair short as my kids/husband would have to help brush if was long. Chronic pain, migraines, numbness and more incl alergic to pain meds. Even for the odsp he filled out and only put fibromialgia and chronic mayofascular pain. Even tho other reports had other issues listed, now working with community lawyer to get my odsp (been a year now) he finally is re doing some stuff and has listed as substancial ect.

        Reply
  87. Jen
    Jen says:

    I recently went to a my doctor to fill out the DTC forms, and just got them back today. I am confused about how she filled them out. 1. she never mentions what my disability is, I have OCD, GAD and panic disorder. She also states that I am not markedly restricted on the mental functions necessary to everyday life(which I don’t agree with) but she answered yes to all the life sustaining therapy questions. My questions is will I be approved without her saying that I am markedly restricted on the mental health part and without putting a diagnoses on the form.
    Thanks

    Reply
    • Maureen
      Maureen says:

      Hello Jen
      I’m sorry but I can’t give you an answer without knowing all the facts. I would submit what your doctor signed and check with CRA after 4 or 5 weeks to determine the status of the application. If the CRA disallows the application they will let you know the reason(s). At that stage I would have another conversation with your doctor and perhaps a revised application can be submitted.
      Maureen

      Reply
  88. NIckolas
    NIckolas says:

    Hello, I have been diagnosed with Bipolar Type 2 back in 1999 at the age of 18. I live in Alberta and have been doing so all my life. My past history is riddled with scattered T4’s and Government Assistance tax slips. I have a very detailed file from the same doctor for all these years and getting him to sign off on my disability will pose no challenge. Since my life is incapable of moving forward to progress to things like owning a business or maintaining the stability needed to go to post secondary school, I have never owed money to the government.

    Now my question is would it be worth while to seek out the DTC as a supplement to my returns? Is the standard $1,600 per year still applicable? I’m not too sure how it works and all these webpages that demand a hefty percentage come off a touch like a scam. Mainly I want to know all the important information they are not telling me.

    Reply
    • Maureen
      Maureen says:

      Hi Nickolas.
      If you’ve had tax deducted from your from your T4 slips, and haven’t gotten all of it refunded when you prepared your personal tax return, then I suggest you have the doctor complete the Disability Tax Credit Certificate (DTC). You may not need it this year but you may want to look back at your tax returns for the previous 10 years to see if it may generate CRA owing you money. And on a positive note, you may need it in the future. As I’ve mentioned in previous blogs it can take up to 6 months for approval, so I would start now. Best of luck, Maureen.

      Reply
  89. Brent
    Brent says:

    My wife and I applied for the DTC on behalf of our son with ASD using form 2201 and were approved. The last few years we have been claiming under my name as the income earner to get the maximum return for the DTC, however my wife was listed on the T2201 as the primary caregiver(she recieves the monthly child disability and UCCB payments under her name). I was recently told by a friend that I maybe should have been claiming the DTC under my wifes name. She is a stay at home mom with no income so I’d (perhaps wrongly) assumed that I could make the claim under my name since we are both caregivers for him and under the same household. Was I wrong? Do i owe the CRA perhaps thousands of dollars because we listed my wife on the form as the caregiver when it should have been myself with the higher income?

    Reply
    • Maureen
      Maureen says:

      Hello Brent.
      Not to worry. With your wife having no income the DTC would have been transferred to you if she had claimed it on her tax return. Also, the CRA is very aware of who is eligible to claim the DTC, and subsequently recognize it belongs with you. Her receiving the monthly child disability and UCCB is not related to who is eligible to claim the DTC.

      Maureen

      Reply
  90. Michelle
    Michelle says:

    I have been a type 1 diabetic for almost 32 years. I have had cataract surgery over 5 years ago as well as now being medicated for thyroid issues as well. The doctor does find that i am having resistance to insulin and has tried metformin for a period of time which has not helped and now trying another 9 cant remember the name. But i do know that i well spend over 14 hours a week on all of the requirements. What is the max # of years they will go back? And as long as my doctor details dates of diagnoses on the ccra tax credit form and time spent weekly to manage diabetes ? I am still shocked i have not heard of this before !

    Reply
    • Maureen
      Maureen says:

      Hi Michelle.
      If you qualify, and your doctor indicates on the application form that one or more of your health issues goes back 10 years or longer, you could be eligible for 10 years of disability tax credits.
      Best of luck, Maureen.

      Reply
  91. Sue
    Sue says:

    Hi Maureen,

    I am filling the T1Adjustment form after receiving approval from CRA.
    Do I have to fill in line 318 (disability amount transferred from dependent)
    and line 315 (caregiver amount)?
    do you know how much should I put for the about lines? I am filing for 2012, 2013, 2014
    is there any other line I have to adjust?

    thank you,

    Sue

    Reply
  92. Sarah
    Sarah says:

    My situation is complicated or the dtc is just complicating…..

    I have been approved for the disability tax credit from 2005-2015. On “my account” online, it says that “you are eligible to claim the disability tax credit for yourself”…

    I am over 18 and I am on ODSP. When my doctor and I filled my papers out, my father filled out the section “information about the person claiming the disability amount (if different from above) .

    Because my account says that I can claim for myself, does that mean that my father cannot claim it ? And if not, then how do I go about transferring it to him, as I believe I would not be considered a dependent, but would be considered an infirm dependent.. Thank you very much,

    Sarah

    Reply
  93. Mary
    Mary says:

    Hello, I have my forms filled out and I’m ready to send them in. I was going through a third party before reading online that it is really not necessary. My question is this: the third party person who was giving me directions for the application had me write a “day in the life” telling me it could improve my chances of being approved. She sent me examples and everything. I just can’t find anything online about this part of the application. Should I send me “day in the life” in or just submit the form?

    Thank you!

    Reply
    • Maureen
      Maureen says:

      Hi Mary.
      There may be a reason why you couldn’t find anything online about a “day in the life”. The CRA doesn’t base their approval on creativity, but on facts. Specifically what the medical professional has indicated in your DTC application. I suggest that once you’re satisfied with the completion of the form you send it in. There are a lot of government regulations coming down the road for the Third party companies that “help” individuals with these forms, and the amounts they can charge. I always suggest that, if possible, the individual complete the form on their own, then look for professional guidance if the CRA has any questions that can’t be answered or needs additional information.
      Maureen

      Reply
  94. Kelly
    Kelly says:

    Hi Maureen,
    My friend told me that I should have been able to receive the Disability tax credit for my son when he was experiencing markedly restrictions in the mental functions. Can I apply for the disability tax credit for past years when my son had a disability that markedly restricted him, now that the disability does not markedly restrict him in the current year.

    Thankyou

    Reply
    • Maureen
      Maureen says:

      Hello Kelly.
      Yes you can apply for the Disability Tax Credit for the prior years that we’re markedly restricted for your son, even though the DTC no longer applies. The problem that arises in going back sometimes is having the doctor that was aware of the condition complete the application form. Hopefully you still have access to the doctor, or doctors, and will agree to preparing the necessary paperwork.
      Maureen

      Reply
    • Maureen
      Maureen says:

      Hello Kelly.
      Yes you can apply even if your son no longer has the disability. Have your son’s doctor complete the Disability Tax Credit Application form. That will then indicate when the disability started and ended. You can then submit it to CRA for approval. If approval is given you can then request to have the appropriate tax returns adjusted.

      Reply
  95. mike
    mike says:

    Hi Maureen

    My wife and I are both senior citizens with no employment income other than OAS/GIS/CPP. When my wife was gainfully employed until 2011, I was able to transfer my Disability Tax Credit to her. My DTC is still in force because of my severe disability. Is there any provision where I could transfer my credit to my son who is gainfully employed and unmarried as of now. BTW I was able to make use of my DTC from 2004 to 2011. Please respond when time permits. Thank you.

    Reply
    • Maureen
      Maureen says:

      Hello Mike.
      Unless you are dependent on your son for some of the necessities in life you would have a difficult time transferring your Disability Tax Credit (DTC) to him. Especially since your wife is there to help you. Think about what he does for you on a regular basis that contributes to your survival, or quality of life. Visiting from time to time, telephone calls or picking up groceries won’t be considered.
      Maureen

      Reply
  96. raymi burrhan
    raymi burrhan says:

    Hi Maureen
    I am trying to help a person who has been approved for DTC from 2008 onwards. He has not kept copies of his tax returns but has signed up for CRA My Account. He probably can print out his Notice of Assessments issued by CRA but not the summary (tax returns). I believe one needs the tax returns that one originally filed to fill out the T1ADJ’s for each year. It is also my understanding that the matter could be simplified by just writing a letter to CRA to prepare the T1ADJ on his behalf but then as you state in your blog it could take several months or the possibility of letters getting lost or not received. My question is can the tax returns be accessed under My Account? Any feedback or solutions would be appreciated. Thank you.

    Reply
    • Maureen
      Maureen says:

      Hello Raymi

      That is wonderful that you’re trying to help him. He can access his tax returns through his CRA My Account, along with his Notice of Assessments. You really don’t need either though to request a T1ADJ. If he was never eligible for the DTC on earlier tax filings than there was no $ amount shown previously, and you’ll just indicate the revised number you want to use. That said, he can also file his T1ADJ through My Account, and you’ll have confirmation that it has been filed, immediately. I’m suggesting that all individuals who file tax returns sign up for the CRA My Account for concerns and issues like this.
      Good luck, Maureen.

      Reply
  97. Jennifer
    Jennifer says:

    Hello,

    Just wondering if you can help with a DTC credit question. My son has been approved the DTC and my husband is claiming the amount for 2011-2014 years returns. We are at week 8 now. Last week we were told that the adjustments would be completed by this coming Tuesday. Now they are telling us that it wont be completed becasue they just sent a letter requesting more information. What more could they possibly need? We have been approved, sent in the TD1 Adj. Feeling a little frustrated. Thank You for any insight.

    Reply
    • Maureen
      Maureen says:

      Hi Jennifer.
      Hello Jennifer
      Since I don’t have all the facts I can only speculate. Someone reviewing the adjustment requests might be questioning if your husband is eligible to claim the credit. That sometimes becomes an issue based on the age of the child, different mailing address, how dependant were they on your husband, were they in university during this time, etc. Unless you can get someone from CRA to read the letter to you you’ll just have to wait for the snail mail. There’s nothing else that can be done at this time.
      Maureen

      Reply

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