How to Claim Carryover Amounts CRA: A Comprehensive Guide

Dealing with taxes can sometimes be a daunting task. However, understanding the process and the channels can help to demystify it. If you're looking to claim your carryover amounts from the Canada Revenue Agency (CRA), you have several options on how to go about it. This guide will explore these ways, covering the processes via the CRA's website, mobile app and call centre.

Claiming Carryover Amounts via the CRA Website

The CRA website offers a comprehensive platform for handling various tax-related tasks, including claiming your carryover amounts.

1.

Register or Log in: Firstly, you will need to log in to your account. If you don't have an existing one, the website provides an easy registration process.

2.

Navigate to "My Account": Once logged in, click on "My Account". Here, you can access your tax and benefit records.

3.

Find the "Carryover Amounts" Section: Under the "Taxes" section, look for "Carryover Amounts" tab.

4.

Submit Your Claim: Here, input the necessary details of your carryover amounts and submit.

Claiming Carryover Amounts via CRA Mobile App

The CRA also has a mobile app called "MyCRA", which brings tax-related services to your finger tips. Here's how to claim carryover amounts using the app:

1.

Download and Login: Download the app from your mobile store and login using your CRA user ID and password.

2.

Navigate to "Tax Returns": From the main menu, go to the "Tax Returns" section.

3.

Access "Carryover Amounts": Here, find the "Carryover Amounts" section.

4.

Make a Claim: Follow the prompt to submit your carryover amounts claim.

Claiming Carryover Amounts via CRA Call Centre

If you prefer a more personal touch or have issues with online platforms, the CRA call centre is another appropriate channel. Here are the steps:

1.

Prepare Your Information: Have relevant information such as your social insurance number, date of birth, and details of your carryover amounts handy.

2.

Dial CRA Hotline: Dial the general inquiries number as listed on the CRA contact page.

3.

Make Your Enquiry: When connected, indicate that you'll like to claim your carryover amounts. The representative will guide you through the rest of the process.

Please remember that the method you choose depends on your personal preferences, level of comfort with each method and ease of use. Always ensure to have the relevant tax documents and information ready for a smooth process. If you encounter any difficulties, seek assistance from a tax professional or contact the CRA directly.