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Sample of Filled In T4A OAS
April 7, 2014
6:33 pm
kanaka
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Does anyone know where I could find a sample of a T4A OAS slip that has the basic amount for 2013? No claw back and no GIS.
Our OAS kicks in this year and I am trying to estimate how much I can with draw of our RRSP's in 2014. We will lose our CPP bridge which appears to be used for income splitting while I understand that CPP and OAS is cannot be used for income splitting. Our CPP bridge will be replaced by OAS. I am trying to do a mock income tax on Turbo Tax.
If the overall income is not as split-able should I consider to turn my wife's RRSP into a RRIF when she is 65 and then do a withdrawal? As I understand at age 65 you can do income splitting from a RRIF.

April 7, 2014
6:51 pm
kanaka
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Also both my wife and I are 65 this year. I know you can get a RRIF at age 55 and up. You can do income splitting at age 65. Sooooo do my wife and I have to wait til we are 65, put the selected funds into a RIF and do the withdrawal after we are 65? How does that show when I do our income tax that we were over 65 when we did the withdrawal?

April 7, 2014
8:54 pm
GS1
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Kanaka:

My T4-OAS shows a total amount of $6579.06. Also, see here for what I think you are searching.

Greg

April 7, 2014
9:23 pm
kanaka
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Can you tell me want dollar numbers are in the respective box numbers? Then I can input to turbo tax.

Thanks Peter

April 8, 2014
7:20 am
GS1
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kanaka said

Can you tell me want dollar numbers are in the respective box numbers? Then I can input to turbo tax.

Thanks Peter

From this year's T4A (OAS)
=================
Year ------ 2013
18 ------ 6,579.06
19 ------ 6,579.06
20 ------ .00
21 ------ .00
22 ------ .00
23 ------ .00
12 ------ [personal SIN with spaces ### ### ###]
13 ------ [personal SIN without spaces #########]
=================

April 8, 2014
7:23 am
kanaka
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Perfect, thanks so much!

Peter.

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