|Learn by Watching!|
|Learn by Reading!|
The field “Super Lifetime Capital Gains Exemption” would only be necessary for clients who have a qualifying business that would be eligible for the $750,000 capital gains exception in Canada. It also would apply for family farms. In cases where this is applicable you can record the remaining exemption available for the client and the spouse.
The “Unused RRSP Contributions” field. This allows you to identify any cumulative unused contribution room the client and spouse currently have. You only need to enter this information if your client is currently contributing more than the normal RRSP limits and thus utilizing the unused contribution room.
Lastly you now have a field for the “Unused TSFA” field.