®

H&R BLOCK

2023 return
for Allan Johnson
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Downloaded on: 2025-01-29
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Name: Allan Johnson

Tax year: 2023

Filed by Swarnali Roy

Important: this copy of your return is for your records only. Don't send it to the CRA.
Allan Johnson 870013737

T1 2023
Income Tax and Benefit Return
Protected B when completed

If this return is for a deceased person, enter their information on this page. For more information, see Guide T4011,
Preparing Returns for Deceased Persons.
Attach to your paper return only the documents that are requested to support your deduction, claim or expense. Keep all other
documents in case the Canada Revenue Agency (CRA) asks to see them later.

Step 1 – Identification and other information

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Identification Marital status on
Social insurance December 31, 2023:
First name Last name number (SIN)
Allan Johnson 8 7 0 0 1 3 7 3 7 1 Married
Mailing address (apartment - number, street)
1035 Mozart Street Date of birth 2 Living common-law
(Year Month Day)
PO Box RR 3 Widowed
1 9 5 2 0 3 2 2

City Prov./Terr. Postal code If this return is for 4 Divorced

a deceased person,
Edmonton AB T6X0P0 enter the date of death 5 Separated
Email address (Year Month Day)

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6 Single
By providing an email address, you are registering to receive
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email notifications from the CRA and agree to the Terms of
use. To view the Terms of use, go to canada.ca/cra-email Your language of correspondence: English
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-notifications-terms. Votre langue de correspondance : Français

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Residence information
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Your province or territory of residence on December 31, 2023: If you became a resident of Canada
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Alberta in 2023 for income tax purposes, (Month Day)

enter your date of entry:
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Your current province or territory of residence if it is different

than your mailing address above:
If you ceased to be a resident
of Canada in 2023 for income
Province or territory where your business had a permanent tax purposes, enter your (Month Day)
establishment if you were self-employed in 2023: date of departure:

Your spouse's or common-law partner's information

Their first name Their SIN
Janet 8 7 0 0 1 4 3 9 6
Tick this box if they were self-employed in 2023. 1
Net income from line 23600 of their return to claim certain credits
(or the amount that it would be if they filed a return, even if the amount is "0") 23,354.52
Amount of universal child care benefit (UCCB) from line 11700 of their return
Amount of UCCB repayment from line 21300 of their return

Do not use this area.

Do not use
this area. 17200 17100

5015-R E (23) (Ce formulaire est disponible en français.) Page 1 of 8

Allan Johnson 870013737
Protected B when completed
Step 1 – Identification and other information (continued)

Elections Canada
For more information, go to canada.ca/cra-elections-canada.

A) Do you have Canadian citizenship?

If yes, go to question B. If no, skip question B. 1 Yes 2 No
B) As a Canadian citizen, do you authorize the CRA to give your name, address, date of birth
and citizenship to Elections Canada to update the National Register of Electors or, if you are
14 to 17 years of age, the Register of Future Electors? 1 Yes 2 No
Your authorization is valid until you file your next tax return. Your information will only be used for purposes permitted
under the Canada Elections Act, which include sharing lists of electors produced from the National Register of Electors
with provincial and territorial electoral agencies, members of Parliament, registered and eligible political parties, and
candidates at election time.
Your information in the Register of Future Electors will be included in the National Register of Electors once you turn 18
and your eligibility to vote is confirmed. Information from the Register of Future Electors can be shared only with provincial
and territorial electoral agencies that are allowed to collect future elector information. In addition, Elections Canada can use
information in the Register of Future Electors to provide youth with educational information about the electoral process.

Indian Act – Exempt income

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Tick this box if you have income that is exempt under the Indian Act.
For more information about this type of income, go to canada.ca/taxes-indigenous-peoples. 1
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If you ticked the box above, complete Form T90, Income Exempt from Tax under the Indian Act, so that the CRA can
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calculate your Canada workers benefit for the 2023 tax year, if applicable, and your family's provincial or territorial benefits.
The information you provide on Form T90 will also be used to calculate your Canada training credit limit for the 2024 tax year.
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Climate action incentive payment

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Tick this box if you reside outside of the census metropolitan areas (CMA) of Calgary, Edmonton,
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Lethbridge, Regina, Saskatoon, Winnipeg or Halifax as determined by Statistics Canada (2016),

and expect to continue to reside outside the same CMA on April 1, 2024. 1
Note: If your marital status is married or living common-law, and both you and your spouse or common-law partner were
residing in the same location outside of a CMA, you must tick this box on both of your returns.

Foreign property

Did you own or hold specified foreign property where the total cost amount of all such property,
at any time in 2023, was more than CAN$100,000? 26600 1 Yes 2 No
If yes, complete Form T1135, Foreign Income Verification Statement. There are substantial penalties for not filing
Form T1135 by the due date. For more information, see Form T1135.

5015-R E (23) Page 2 of 8

Allan Johnson 870013737
Protected B when completed
Complete only the lines that apply to you, unless stated otherwise. You can find more information about the lines on this
return by going to canada.ca/line-xxxxx and replacing "xxxxx" with any five-digit line number from this return. For example,
go to canada.ca/line-10100 for information about line 10100.

Step 2 – Total income

As a resident of Canada, you need to report your income from all sources inside and outside Canada.
Employment income (box 14 of all T4 slips) 10100 1
Tax-exempt income for emergency services volunteers 10105
Commissions included on line 10100 (box 42 of all T4 slips) 10120
Wage-loss replacement contributions 10130
Other employment income 10400 + 137.50 2
Old age security (OAS) pension (box 18 of the T4A(OAS) slip) 11300 + 8,354.52 3
CPP or QPP benefits (box 20 of the T4A(P) slip) 11400 + 9,921.00 4
Disability benefits included on line 11400 (box 16 of the T4A(P) slip) 11410
Other pensions and superannuation 11500 + 27,500.00 5
Elected split-pension amount (complete Form T1032) 11600 + 6
Universal child care benefit (UCCB) (see the RC62 slip) 11700 + 7
UCCB amount designated to a dependant 11701
Employment insurance (EI) and other benefits (box 14 of the T4E slip) 11900 + 8
EI maternity and parental benefits, and provincial parental insurance plan
(PPIP) benefits 11905
Taxable amount of dividends from taxable Canadian corporations (use Federal Worksheet):
Amount of dividends (eligible and other than eligible)
Amount of dividends (other than eligible) ion 12010
12000 + 9
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Interest and other investment income (use Federal Worksheet) 12100 + 532.45 10
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Net partnership income (limited or non-active partners only) 12200 + 11

Registered disability savings plan (RDSP) income (box 131 of the T4A slip) 12500 + 12
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Rental income (see Guide T4036) Gross 12599 Net 12600 + 13

Taxable capital gains (complete Schedule 3) 12700 + 14
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Support payments received (see Guide P102) Total 12799 Taxable amount 12800 + 15
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Registered retirement savings plan (RRSP) income (from all T4RSP slips) 12900 + 16
Taxable first home savings account (FHSA) income (boxes 22 and 26 of all T4FHSA slips) 12905 + 17
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Taxable FHSA income – other (boxes 24 and 28 of all T4FHSA slips) 12906 + 18
Other income (specify): 13000 + 19
Taxable scholarships, fellowships, bursaries and artists' project grants 13010 + 20
Add lines 1 to 20. = 46,445.47 21
Self-employment income (see Guide T4002):
Business income Gross 13499 Net 13500 22
Professional income Gross 13699 Net 13700 + 23
Commission income Gross 13899 Net 13900 + 24
Farming income Gross 14099 Net 14100 + 25
Fishing income Gross 14299 Net 14300 + 26
= +
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Add lines 22 to 26. Net self-employment income 27
Line 21 plus line 27 = 46,445.47 28
Workers' compensation benefits (box 10 of the T5007 slip) 14400 29
Social assistance payments 14500 + 30
Net federal supplements paid (box 21 of the T4A(OAS) slip) 14600 + 31
14700 = +
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Add lines 29 to 31 (see line 25000 in Step 4). 32
Line 28 plus line 32 Total income 15000 = 46,445.47 33

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Allan Johnson 870013737
Protected B when completed
Step 3 – Net income
Enter the amount from line 33 of the previous page. 46,445.47 34
Pension adjustment
(box 52 of all T4 slips and box 034 of all T4A slips) 20600
Registered pension plan (RPP) deduction
(box 20 of all T4 slips and box 032 of all T4A slips) 20700 35
RRSP deduction (see Schedule 7 and attach receipts) 20800 + 36
FHSA deduction (see Schedule 15 and attach receipts) 20805 + 37
Pooled registered pension plan (PRPP) employer contributions
(amount from your PRPP contribution receipts) 20810
Deduction for elected split-pension amount (complete Form T1032) 21000 + 38
Annual union, professional or like dues (receipts and box 44 of all T4 slips) 21200 + 39
Universal child care benefit (UCCB) repayment (box 12 of all RC62 slips) 21300 + 40
Child care expenses (complete Form T778) 21400 + 41
Disability supports deduction (complete Form T929) 21500 + 42
Business investment loss (see Guide T4037)
Gross 21699 Allowable deduction 21700 + 43
Moving expenses (complete Form T1-M) 21900 + 44
Support payments made (see Guide P102)
Total 21999 Allowable deduction 22000 + 45
Carrying charges, interest expenses and other expenses
(use Federal Worksheet) 22100 + 46
Deduction for CPP or QPP contributions on self-employment income and
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other earnings (complete Schedule 8 or Form RC381, whichever applies) 22200 + • 47
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Deduction for CPP or QPP enhanced contributions on employment income
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(complete Schedule 8 or Form RC381, whichever applies) (maximum $631.00) 22215 + • 48

Exploration and development expenses (complete Form T1229) 22400 + 49
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Other employment expenses (see Guide T4044) 22900 + 50

Clergy residence deduction (complete Form T1223) 23100 + 51
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Other deductions (specify): 23200 + 52

23300 = –
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Add lines 35 to 52.
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53
Line 34 minus line 53 (if negative, enter "0") Net income before adjustments 23400 = 46,445.47 54
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Social benefits repayment:

Complete the chart for line 23500 using your Federal Worksheet if one or more of the following apply:
• You entered an amount for EI and other benefits on line 11900 and the amount on line 23400 is
more than $76,875
• You entered an amount for OAS pension on line 11300 or net federal supplements paid on
line 14600 and the amount on line 23400 is more than $86,912
If not, enter "0" on line 23500. 23500 – 0.00 • 55
Line 54 minus line 55 (if negative, enter "0")
(If this amount is negative, you may have a non-capital loss. See Form T1A.) Net income 23600 = 46,445.47 56

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Allan Johnson 870013737
Protected B when completed
Step 4 – Taxable income
Enter the amount from line 56 of the previous page. 46,445.47 57
Canadian Armed Forces personnel and police deduction (box 43 of all T4 slips) 24400 58
Security options deductions (boxes 39 and 41 of T4 slips or see Form T1212) 24900 + 59
Other payments deduction (enter the amount from line 14700 if you did
not enter an amount on line 14600; otherwise, use Federal Worksheet) 25000 + 60
Limited partnership losses of other years 25100 + 61
Non-capital losses of other years 25200 + 62
Net capital losses of other years 25300 + 63
Capital gains deduction (complete Form T657) 25400 + 64
Northern residents deductions (complete Form T2222) 25500 + 65
Additional deductions (specify): 25600 + 66
= –
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Add lines 58 to 66. 25700 67
Line 57 minus line 67 (if negative, enter "0") Taxable income 26000 = 46,445.47 68

Step 5 – Federal tax

Part A – Federal tax on taxable income
Use the amount from line 26000 to complete the appropriate column below.

Line 26000 is more Line 26000 is more Line 26000 is more

Line 26000 is than $53,359 but not than $106,717 but not than $165,430 but not Line 26000 is more

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$53,359 or less more than $106,717 more than $165,430 more than $235,675 than $235,675
Amount from line 26000 46,445.47 69
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Line 69 minus line 70 – 0.00 – 53,359.00 – 106,717.00 – 165,430.00 – 235,675.00 70
(cannot be negative)
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= 46,445.47 = = = = 71
Line 71 multiplied by the × 15% × 20.5% × 26% × 29% × 33% 72
percentage from line 72 = 6,966.82 = = = = 73
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Line 73 plus line 74 + 0.00 + 8,003.85 + 18,942.24 + 34,207.62 + 54,578.67 74

Federal tax on
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taxable income = 6,966.82 = = = = 75

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Enter the amount from line 75 on line 118 and continue at line 76.
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Part B – Federal non-refundable tax credits

Basic personal amount:
If the amount on line 23600 is $165,430 or less, enter $15,000.
If the amount on line 23600 is $235,675 or more, enter $13,520.
Otherwise, use the Federal Worksheet to calculate the amount to enter. (maximum $15,000) 30000 15,000.00 76
Age amount (if you were born in 1958 or earlier) (use Federal Worksheet) (maximum $8,396) 30100 + 7,779.43 77
Spouse or common-law partner amount (complete Schedule 5) 30300 + 78
Amount for an eligible dependant (complete Schedule 5) 30400 + 79
Canada caregiver amount for spouse or common-law partner, or eligible dependant age 18 or older
(complete Schedule 5) 30425 + 80
Canada caregiver amount for other infirm dependants age 18 or older (complete Schedule 5) 30450 + 81
Canada caregiver amount for infirm children under 18 years of age (see Schedule 5)
Number of children you are claiming this amount for 30499 × $2,499 = 30500 + 82
Add lines 76 to 82. = 22,779.43 83

5015-R E (23) Page 5 of 8

Allan Johnson 870013737
Protected B when completed
Part B – Federal non-refundable tax credits (continued)
Enter the amount from line 83 of the previous page. 22,779.43 84
Base CPP or QPP contributions (complete Schedule 8 or Form RC381, whichever applies):
through employment income 30800 • 85
on self-employment income and other earnings 31000 + • 86
Employment insurance premiums:
through employment (boxes 18 and 55 of all T4 slips) (maximum $1,002.45) 31200 + • 87
on self-employment and other eligible earnings (complete Schedule 13) 31217 + • 88
Volunteer firefighters' amount (VFA) 31220 + 89
Search and rescue volunteers' amount (SRVA) 31240 + 90
Canada employment amount:
Enter whichever is less: $1,368 or line 1 plus line 2. 31260 + 137.50 91
Home buyers' amount (maximum $10,000) 31270 + 92
Home accessibility expenses (use Federal Worksheet) (maximum $20,000) 31285 + 93
Adoption expenses 31300 + 94
Digital news subscription expenses (maximum $500) 31350 + 95
= +
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Add lines 85 to 95. 137.50 137.50 96
Pension income amount (use Federal Worksheet) (maximum $2,000) 31400 + 2,000.00 97
Add lines 84, 96 and 97. = 24,916.93 98
Disability amount for self
(if you were under 18 years of age, use Federal Worksheet; if not, claim $9,428) 31600 + 99
Disability amount transferred from a dependant (use Federal Worksheet) 31800 + 100

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Add lines 98 to 100. 24,916.93 101
Interest paid on your student loans (see Guide P105) 31900 + 102
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Your tuition, education and textbook amounts (complete Schedule 11) 32300 + 103
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Tuition amount transferred from a child or grandchild 32400 + 104

Amounts transferred from your spouse or common-law partner (complete Schedule 2) 32600 + 41.48 105
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Add lines 101 to 105. = 24,958.41 106

Medical expenses for self, spouse or common-law partner
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and your dependent children under 18 years of age 33099 3,281.17 107
46,445.47 × 3% =
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Amount from line 23600 1,393.36 108

Enter whichever is less: $2,635 or the amount from line 108. – 1,393.36 109
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Line 107 minus line 109 (if negative, enter "0") = 1,887.81 110
Allowable amount of medical expenses for other dependants
(use Federal Worksheet) 33199 + 111
33200 = +
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Line 110 plus line 111 1,887.81 1,887.81 112
Line 106 plus line 112 33500 = 26,846.22 113
Federal non-refundable tax credit rate × 15% 114
Line 113 multiplied by the percentage from line 114 33800 = 4,026.93 115
Donations and gifts (complete Schedule 9) 34900 + 689.75 116
Line 115 plus line 116 Total federal non-refundable tax credits 35000 = 4,716.68 117

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Allan Johnson 870013737
Protected B when completed
Part C – Net federal tax
Enter the amount from line 75. 6,966.82 118
Federal tax on split income (TOSI) (complete Form T1206) 40424 + • 119
Line 118 plus line 119 40400 = 6,966.82 120
Amount from line 35000 4,716.68 121
Federal dividend tax credit (use Federal Worksheet) 40425 + • 122
Minimum tax carryover (complete Form T691) 40427 + • 123
= –
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Add lines 121 to 123. 4,716.68 4,716.68 124
Line 120 minus line 124 (if negative, enter "0") Basic federal tax 42900 = 2,250.14 125
Federal surtax on income earned outside Canada (complete Form T2203) + 126
Line 125 plus line 126 = 2,250.14 127
Federal foreign tax credit (complete Form T2209) 40500 – 128
Line 127 minus line 128 = 2,250.14 129
Recapture of investment tax credit (complete Form T2038(IND)) + 130
Line 129 plus line 130 = 2,250.14 131
Federal logging tax credit – 132
Line 131 minus line 132 (if negative, enter "0") Federal tax 40600 = 2,250.14 • 133
Federal political contribution tax credit (use Federal Worksheet)
Total federal political contributions
(attach receipts) 40900 (maximum $650) 41000 • 134
Investment tax credit (complete Form T2038(IND)) 41200 + • 135
Labour-sponsored funds tax credit
Net cost of shares of a provincially
registered fund 41300 ion
Allowable credit 41400 + • 136
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= –
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Add lines 134 to 136. 41600 137
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Line 133 minus line 137 (if negative, enter "0") 41700 = 2,250.14 138
Advanced Canada workers benefit (ACWB) (complete Schedule 6) 41500 + • 139
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Special taxes 41800 + • 140

Add lines 138 to 140. Net federal tax 42000 = 2,250.14 141
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Step 6 – Refund or balance owing

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Amount from line 42000 2,250.14 142

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CPP contributions payable on self-employment income and other earnings

(complete Schedule 8 or Form RC381, whichever applies) 42100 + • 143
Employment insurance premiums payable on self-employment and other eligible earnings
(complete Schedule 13) 42120 + 144
Social benefits repayment (amount from line 23500) 42200 + 145
Provincial or territorial tax
(complete and attach your provincial or territorial Form 428, even if the result is "0") 42800 + 703.70 • 146
Add lines 142 to 146. Total payable 43500 = 2,953.84 • 147

5015-R E (23) Page 7 of 8

Allan Johnson 870013737
Protected B when completed
Step 6 – Refund or balance owing (continued)
Enter the amount from line 147 of the previous page. 2,953.84 148
Total income tax deducted (amounts from all Canadian slips) 43700 5,150.00 • 149
Refundable Quebec abatement 44000 + • 150
CPP or QPP overpayment 44800 + • 151
Employment insurance (EI) overpayment 45000 + • 152
Refundable medical expense supplement (use Federal Worksheet) 45200 + • 153
Canada workers benefit (CWB) (complete Schedule 6) 45300 + • 154
Canada training credit (CTC) (complete Schedule 11) 45350 + • 155
Multigenerational home renovation tax credit (MHRTC)
(complete Schedule 12) 45355 + • 156
Refund of investment tax credit (complete Form T2038(IND)) 45400 + • 157
Part XII.2 tax credit (box 38 of all T3 slips and box 209 of all T5013 slips) 45600 + • 158
Employee and partner GST/HST rebate (complete Form GST370) 45700 + • 159
Eligible educator school supply tax credit
Supplies expenses (maximum $1,000) 46800 × 25% = 46900 + • 160
Canadian journalism labour tax credit (box 236 of all T5013 slips) 47555 + • 161
Return of fuel charge proceeds to farmers tax credit (complete Form T2043) 47556 + • 162
Air quality improvement tax credit
(box 238 of all T5013 slips or from partnership letter) 47557 + • 163
Tax paid by instalments 47600 + • 164
+
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Provincial or territorial credits (complete Form 479, if it applies) 47900 • 165
= –
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Add lines 149 to 165. Total credits
rs 48200 5,150.00 5,150.00 166
Line 148 minus line 166
If the amount is negative, enter it on line 48400 below.
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If the amount is positive, enter it on line 48500 below. Refund or balance owing = (2,196.16) 167
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Refund 48400 2,196.16 • Balance owing 48500 •

For more information and ways to enrol for direct deposit, Your balance owing is due no later than April 30, 2024.
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go to canada.ca/cra-direct-deposit. For more information on how to make your payment,

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go to canada.ca/payments.
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I certify that the information given on this return and in any If this return was completed by a tax professional, tick the
attached documents is correct, complete and fully discloses applicable box and provide the following information:
all of my income.
Was a fee charged? 49000 1 Yes 2 No
Sign here
It is a serious offence to make a false return. EFILE number (if applicable): 48900 B 4 7 2 9
Telephone number: Name of tax professional:
Date: Telephone number:

Personal information (including the SIN) is collected and used to administer or enforce the Income Tax Act and related programs and activities
including administering tax, benefits, audit, compliance and collection. The information collected may be disclosed to other federal, provincial,
territorial, aboriginal or foreign government institutions to the extent authorized by law. Failure to provide this information may result in paying
interest or penalties, or in other actions. Under the Privacy Act, individuals have a right of protection, access to and correction of their personal
information, or to file a complaint with the Privacy Commissioner of Canada regarding the handling of their personal information. Refer to Personal
Information Bank CRA PPU 005 on Information about Programs and Information Holdings at canada.ca/cra-information-about-programs.

Do not use • 48600 •

48700 48800
this area.

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Allan Johnson 870013737

T1-2023 Schedule 2
Federal Amounts Transferred from your
Spouse or Common-Law Partner Protected B when completed

Complete this schedule to claim a transfer of the unused part of your spouse's or common-law partner's federal amounts below.
You may be able to claim all or part of certain amounts that your spouse or common-law partner qualifies for if they do not need
to use them to reduce their federal tax to zero.
Complete the provincial or territorial schedule (S2) to calculate your provincial or territorial amounts.
If you were separated because of a breakdown in your relationship for a period of 90 days or more including December 31, 2023,
your spouse or common-law partner cannot transfer any unused amounts to you.
If your spouse or common-law partner is filing a return, use the amounts entered on their return.
If your spouse or common-law partner is not filing a return, use the amounts they would have entered on their return, schedules,
and worksheets as if they were filing a return, and attach their information slips.
Attach a copy of this schedule to your paper return.

Age amount (if your spouse or common-law partner was born in 1958 or earlier):
Enter the amount from line 30100 of their return. 35200 8,396.00 1
Canada caregiver amount for infirm children under 18 years of age:
Enter the amount from line 30500 of their return. 35300 + 2
Pension income amount:
Enter the amount from line 31400 of their return. (maximum $2,000) 35500 + 3
Disability amount:
Enter the amount from line 31600 of their return. (1)
Tuition amount: ion 35700 + 4
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Enter the federal amount designated to you from their forms T2202, TL11A or TL11C. (2) 36000 + 5
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Add lines 1 to 5. = 8,396.00 6

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Spouse's or common-law partner's taxable income:

Enter the amount from line 26000 of their return on line 7 if it is $53,359 or less.
If it is more than $53,359, enter the result of the following calculation:
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amount from line 75 of their return ÷ 15% = 23,354.52 7

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Amount from line 30000 of their return 15,000.00 8

Amount from line 96 of their return +
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Amount from line 32300 of their return + 10
Add lines 8 to 10. 15,000.00 Ź –
= 15,000.00 11
Spouse's or common-law partner's adjusted taxable income:
Line 7 minus line 11 (if negative, enter "0") 36100 = 8,354.52 Ź – 8,354.52 12
Line 6 minus line 12 (if negative, enter "0") Federal amounts transferred from your
Enter this amount on line 32600 of your return. spouse or common-law partner = 41.48 13

(1) If
this is a new claim for the disability amount, attach a completed and certified Form T2201, Disability Tax Credit
Certificate, to your paper return.
Before assessing your return, the Canada Revenue Agency (CRA) will review your claim to see if your spouse or
common-law partner is eligible for the disability tax credit. If they were eligible for 2022 and still meet the requirements
in 2023, you do not need to send the CRA a new Form T2201 to claim this amount. However, you must send the CRA
a new Form T2201 if the previous period of approval ended before 2023 or if the CRA asks you to.
(2) Themaximum tuition amount your spouse or common-law partner can transfer to you is $5,000 minus the current year
amounts they use, even if there is still an unused part.
Your spouse or common-law partner cannot transfer to you any tuition, education, or textbook amounts carried forward
from a previous year.
See the privacy notice on your return.

5000-S2 E (23) (Ce formulaire est disponible en français.) Page 1 of 1

T1-2023 Schedule 9
Donations and Gifts
Protected B when completed

Complete this schedule to claim an amount on line 34900 of your return.

Include the eligible amount of all donations that you want to claim this year that you or your spouse or common-law partner
made in 2023 or in any of the previous five years (or the previous 10 years for ecological gifts made after February 10, 2014)
that have not been claimed before.
You may have charitable donations on your T4, T4A, and T5013 slips.
Attach a copy of this schedule to your paper return.
For more information about donations and gifts, including gifts made to a charity in the United States, see Guide P113,
Gifts and Income Tax.

Donations made to registered charities, registered Canadian amateur athletic associations,

registered journalism organizations, and registered housing corporations resident in Canada
set up only to provide low-cost housing for the aged 2,475.00 1
Donations made to government bodies (Government of Canada or of a province or territory,
registered municipalities in Canada, or registered municipal or public bodies performing a
function of government in Canada) 32900 + 2
Donations made to registered universities outside Canada 33300 + 3
Donations made to the United Nations and its agencies, as well as registered foreign charities that
have received a gift from the government of Canada 33400 + 4

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Add lines 1 to 4. Total eligible amount of charitable donations = 2,475.00 5
Enter your net income from line 23600 of your return. 46,445.47 A × 75% = 34,834.10 6
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Gifts of capital property that is depreciable property
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(from Chart 2 in Guide P113) 33700 B

Gifts of capital property
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(from Chart 1 in Guide P113) 33900 + C

Amount B plus amount C = D × 25% = + 7
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Line 6 plus line 7 = 34,834.10 8

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Enter whichever is less: amount A or line 8. Total donations limit 34,834.10 9

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Allowable charitable donations:

Enter whichever is less: amount from line 5 or line 9. 34000 2,475.00 10
Eligible amount of ecological gifts and cultural gifts (see Guide P113) 34200 + 11
Line 10 plus line 11 = 2,475.00 12
Enter whichever is less: amount from line 12 or $200. – 200.00 13
Line 12 minus line 13 = 2,275.00 14
Total ecological gifts made after February 10, 2014, and before 2016 included in the amount
on line 11 34210 – 15
Line 14 minus line 15 (if negative, enter "0") = 2,275.00 16
Enter your taxable income from line 26000 of your return. 46,445.47 17
Income threshold – 235,675.00 18
Line 17 minus line 18 (if negative, enter "0") = 19
Amount from line 14 2,275.00 E
Enter whichever is less: amount from line 16 or line 19. – F × 33% = 20
Amount E minus amount F = 2,275.00 G × 29% = + 659.75 21
Amount from line 13 200.00 H × 15% = + 30.00 22
Add lines 20 to 22.
Enter this amount on line 34900 of your return. Donations and Gifts = 689.75 23
See the privacy notice on your return.

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Allan Johnson 870013737
T1-2023
Federal Worksheet
Use this worksheet to calculate the amounts to enter on your return.
Keep this worksheet for your records. Do not attach it to your return.

Lines 12000 and 12010 – Taxable amount of dividends from taxable Canadian corporations
Special rules apply for income from property (including shares) that one family member lends or transfers to another.
For more information, about loans and transfers of property, go to canada.ca/line-12000.
You may be able to claim a dividend tax credit for dividends you received from taxable Canadian corporations. See line 40425
of this worksheet.
Taxable amount of dividends (other than eligible)
Box 32 of all T3 slips 1
Box 25 of all T4PS slips + 2
Box 11 of all T5 slips + 3
Box 130 of all T5013 slips + 4
Add lines 1 to 4. Enter this amount on line 12010 of your return. = 5
Taxable amount of dividends (eligible and other than eligible)
Boxes 32 and 50 of all T3 slips 6
Boxes 25 and 31 of all T4PS slips + 7
Boxes 11 and 25 of all T5 slips + 8
Boxes 130 and 133 of all T5013 slips
Add lines 6 to 9. Enter this amount on line 12000 of your return. ion +
=
9
rs
10
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Taxable amount of dividends if you did not receive an information slip

Actual amount of eligible dividends received 11
ion

Applicable rate × 138% 12

=
Ż
Line 11 multiplied by the percentage from line 12 13
at

Actual amount of dividends other than eligible dividends received 14

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Applicable rate × 115% 15

Line 14 multiplied by the percentage from line 15
Ed

=
Ż
Include this amount on line 12010 of your return. + 16
Line 13 plus line 16. Include this amount on line 12000 of your return. = 17

Line 12100 – Interest and other investment income

For more information, go to canada.ca/line-12100.
Box 25 of all T3 slips 1
Boxes 13, 14, 15, and 30 of all T5 slips + 532.45 2
Boxes 128, 135, and 146 of all T5013 slips + 3
Amounts credited to you that you did not receive (such as reinvestments) + 4
Interest on any tax refund you received in 2023 as shown on your notice of assessment or reassessment + 5
Income from foreign sources, including foreign dividends, in Canadian dollars + 6
Interest or income earned from bank accounts, term deposits, guaranteed investment certificates (GICs),
and other similar investments, treasury bills or life insurance policies not reported on any information slip + 7
Royalties not included on line 10400 or line 13500 of your return + 8
Add lines 1 to 8. = 532.45 9
Interest and other investment income, included on line 9, received and reported in previous years – 10
Line 9 minus line 10. Enter this amount on line 12100 of your return. = 532.45 11

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Allan Johnson 870013737

Line 22100 – Carrying charges, interest expenses, and other expenses

For more information, go to canada.ca/line-22100.
Total carrying charges 1
Total interest expenses + 2
Total other expenses + 3
Add lines 1 to 3. Enter this amount on line 22100 of your return. = 4

Line 23500 – Social benefits repayment

Complete the chart below if one or more of the following applies:
• You entered an amount on line 11900 of your return and the amount on line 23400 is more than $76,875
• You entered an amount on line 11300 or line 14600 of your return and the amount on line 23400 is more than $86,912
Old age security (OAS) pension from line 11300 of your return 8,354.52 1
Net federal supplements paid from line 14600 of your return + 2
Line 1 plus line 2 = 8,354.52 3
Overpayment of OAS benefits recovered (box 20 of your T4A(OAS) slip) – 4
Line 3 minus line 4 (if negative, enter "0") = 8,354.52 5

Net income before adjustments from line 23400 of your return 46,445.47 6
EI benefits repayment from line 4 of the repayment chart on your T4E slip, if any 7

ion
Universal child care benefit (UCCB) from line 11700 of your return + 8
Registered disability savings plan (RDSP) income from line 12500 of your return + 9
rs
= –
Ż
Add lines 7 to 9. 10
Ve

Line 6 minus line 10 = 46,445.47 11

UCCB repayment from line 21300 of your return 12
ion

RDSP income repayment (included in the amount on line 23200 of your return) + 13
= +
Ż
Line 12 plus line 13 14
at

Line 11 plus line 14 Adjusted net income = 46,445.47 15

uc

OAS benefits base amount – 86,912.00 16

Ed

Line 15 minus line 16 (if negative, enter "0") = 0.00 17

Amount from line 17 0.00 × 15% = 18
Enter whichever is less: amount from line 5 or line 18. 19
Amount from line 7, if any + 20
Line 19 plus line 20.
Enter this amount on line 23500 and line 42200 of your return. = 21

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Allan Johnson 870013737

Line 25000 – Other payments deduction

Complete the following calculation if you reported net federal supplements on line 14600 of your return.
Amount from line 23400 of your return 1
Amount from line 11700 of your return 2
Amount from line 12500 of your return + 3
Line 2 plus line 3 = Ź – 4
Line 1 minus line 4 = 5
Amount from line 21300 of your return 6
RDSP income repayment (included in the amount on line 23200 of your return) + 7
Line 6 plus line 7 = Ź + 8
Line 5 plus line 8 = 9
If the amount on line 9 is more than $86,912, contact the CRA to find out how much you can deduct. Otherwise, enter the
amount from line 14700 of your return on line 25000 of your return.

Line 30000 – Basic personal amount

If the amount from line 23600 of your return is:
• $165,430 or less, enter $15,000 on line 30000 of your return
• $235,675 or more, enter $13,520 on line 30000 of your return
Otherwise, complete the calculation below.
Base amount
ion 13,520.00 1
rs
Supplement amount 1,480.00 2
Ve

Amount from line 23600 of your return 46,445.47 3

Income threshold – 165,430.00 4
ion

Line 3 minus line 4 = 5

÷ 70,245.00 6
at

Line 5 divided by line 6 = 7

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× 1,480.00 8
= –
Ed

Ż
Line 7 multiplied by line 8 9
= +
Ż
Line 2 minus line 9 (if negative, enter "0") 1,480.00 1,480.00 10
Line 1 plus line 10
Enter this amount on line 30000 of your return. (maximum $15,000) = 15,000.00 11

Line 30100 – Age amount

If the amount from line 23600 of your return is:
• $42,335 or less, enter $8,396 on line 30100 of your return
• $98,309 or more, enter "0" on line 30100 of your return
Otherwise, complete the calculation below.
Maximum amount 8,396.00 1
Amount from line 23600 of your return 46,445.47 2
Income threshold – 42,335.00 3
Line 2 minus line 3 (if negative, enter "0") = 4,110.47 4
Applicable rate × 15% 5
= –
Ż
Line 4 multiplied by the percentage from line 5 616.57 616.57 6
Line 1 minus line 6 (if negative, enter "0")
Enter this amount on line 30100 of your return. = 7,779.43 7

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Allan Johnson 870013737

Line 31285 – Home accessibility expenses

Complete this chart to calculate your eligible home accessibility expenses. For more information, go to canada.ca/line-31285.

Date of Supplier or contractor Amount paid

sales slip GST/HST No. Description (including all
or contract Name applicable taxes)
(if applicable)

+
+
+
+
Total eligible expenses = 1
Enter whichever is less: amount from line 1 or $20,000. 2
Enter the amount claimed by other qualifying individuals and eligible individuals living in the
same eligible dwelling from line 31285 of their return. – 3
Line 2 minus line 3
Enter this amount on line 31285 of your return. Home accessibility expenses = 4

Line 31400 – Pension income amount

Complete the calculation below if you reported eligible pension, superannuation, or annuity payments on line 11500,

ion
line 11600, or line 12900 of your return. rs
Amount from line 11500 of your return 27,500.00 1
Ve

Foreign pension income included in the amount on line 11500 of your return
and deducted on line 25600 of your return 2
Income from a U.S. individual retirement account (IRA) included in the amount
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on line 11500 of your return + 3

Amounts from a RRIF or a PRPP included in the amount on line 11500 of your
at

return and transferred to an RRSP, a RRIF, a PRPP, or an annuity + 4

uc

= –
Ż
Add lines 2 to 4. 5
Ed

Line 1 minus line 5 = 27,500.00 6

Annuity payments from line 12900 of your return (box 16 of all your T4RSP slips) only if you were
65 years of age or older on December 31, 2023, or you received the payments because of the death
of your spouse or common-law partner + 7
Line 6 plus line 7 = 27,500.00 8
Enter on line 31400 of your return whichever amount is less: line 8 or $2,000. However, if you are electing to split your
eligible pension with your spouse or common-law partner, complete Form T1032, Joint Election to Split Pension Income,
to calculate the amount to enter on line 31400 of your return instead.

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Allan Johnson 870013737

Line 31600 – Disability amount for self

You may be able to claim the disability amount if the CRA approved your Form T2201, Disability Tax Credit Certificate, that was
certified by a medical practitioner.
To be eligible, you must have had a severe and prolonged impairment in physical or mental functions during 2023.
If you were eligible for the disability tax credit for 2022 and you still meet the eligibility requirements in 2023, you can claim this
amount without sending the CRA a new Form T2201. However, you must send the CRA a new one if the previous period of
approval ended before 2023 or if the CRA asks you to.
For more information, see Guide RC4064, Disability-Related Information, or go to canada.ca/disability-credits-deductions.
If you qualify for the disability amount and, on December 31, 2023, you were:
• 18 years of age or older, enter $9,428 on line 31600 of your return
• under 18 years of age, complete the following calculation

Base amount 9,428.00 1

Maximum supplement 5,500.00 2
Total of child care and attendant care expenses for you
claimed by you or another person 3
Threshold for child care and attendant care expenses – 3,221.00 4
= –
Ż
Line 3 minus line 4 (if negative, enter "0") 0.00 0.00 5
= +
Ż
Line 2 minus line 5 (if negative, enter "0") 0.00 0.00 6
Line 1 plus line 6
Enter this amount on line 31600 of your return. (maximum $14,928) =
ion
7
rs
Line 31800 – Disability amount transferred from a dependant
Ve

You may be able to claim all or part of your dependant's (other than your spouse's or common-law partner's) disability amount
from line 31600 of their return if all of the following apply:
ion

• A medical practitioner certified, using Form T2201, Disability Tax Credit Certificate, that your dependant had a severe and
prolonged impairment in physical or mental functions during 2023
at

• The CRA approved Form T2201 for your dependant

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• Your dependant was resident in Canada at any time in 2023

• Your dependant was dependent on you for support on a regular and consistent basis for all or some of the basic necessities
Ed

of life such as food, shelter, and clothing

• One of the following applies:
– You claimed an amount on line 30400 of your return for that dependant, or you could have if you did not have a spouse or
common law partner and if the dependant did not have any income (see line 30400 of Schedule 5 for conditions)
– The dependant was your (or your spouse's or common law partner's) parent, grandparent, child, grandchild, brother, sister,
aunt, uncle, niece, or nephew and you claimed an amount on line 30450 of your return for that dependant, or you could
have if they had no income and had been 18 years of age or older in 2023
If your dependant was eligible for the disability tax credit for 2022 and still meets the requirements in 2023, you do not need to
send the CRA a new Form T2201 to claim this amount. However, you must send the CRA a new form T2201 if the previous
period of approval ended before 2023 or if the CRA asks you to.
Notes: You cannot claim the unused part of the disability amount if the spouse or common-law partner of the person with a
disability is already claiming the disability amount or any other non-refundable tax credit (other than medical expenses)
for the person with a disability.
If you are splitting the unused part of this amount with another person, the total amount claimed for that dependant
cannot be more than the maximum amount allowed for that dependant.
If you or someone else paid for an attendant or for care in an establishment for that dependant, special rules may apply.
For more information, see Guide RC4065, Medical Expenses.
For more information about amounts you may be able to claim, see Guide RC4064, Disability-Related Information, or go
to canada.ca/disability-credits-deductions.

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Allan Johnson 870013737

Line 31800 – Disability amount transferred from a dependant (continued)

Complete the following calculation for each dependant who is eligible for the disability tax credit in 2023. If you have more than
one dependant, use a separate sheet of paper.
Base amount 9,428.00 1
If the dependant was under 18 years of age on December 31, 2023, complete lines 2 to 13.
If the dependant was 18 years of age or older, complete lines 7 to 13.

Maximum supplement 5,500.00 2

Total of child care and attendant care expenses for
your dependant claimed by you or another person 3
Threshold for child care and attendant care expenses – 3,221.00 4
= –
Ż
Line 3 minus line 4 (if negative, enter "0") 0.00 0.00 5
Line 2 minus line 5 (if negative, enter "0") = 0.00 6
If the dependant was under 18 years of age on December 31, 2023, enter the amount from line 6.
If the dependant was 18 years of age or older, enter "0". + 0.00 7
Line 1 plus line 7 (maximum $14,928) = 8
For provinces and territories other than Quebec: amount from line 98 of your dependant's return
For Quebec: amount from line 102 of your dependant's return + 9
Line 8 plus line 9 = 10
Dependant's taxable income from line 26000 of their return – 11
Line 10 minus line 11 (if negative, enter "0") = 0.00 12

Enter whichever is less: ion

rs
amount from line 8 or line 12. Allowable amount for this dependant 13
Ve

Enter on line 31800 of your return the total of allowable amounts claimed for all dependants who qualify for the disability
tax credit.
ion

Line 33199 – Allowable amount of medical expenses for other dependants

at

You can claim the part of the eligible medical expenses that you or your spouse or common-law partner paid for each of the
uc

following persons who depended on either of you for support:

• your or your spouse's or common-law partner's children 18 years of age or older in 2023, or grandchildren
Ed

• your or your spouse's or common-law partner's parents, grandparents, brothers, sisters, aunts, uncles, nieces, or nephews
who were residents of Canada at any time in the year
For examples of expenses that you can claim, go to canada.ca/line-33199. The expenses you claim on line 33199 of your
return must be paid in the same 12-month period used to calculate the eligible medical expenses that you claimed on
line 33099 of your return.
For more information, see Guide RC4065, Medical Expenses.

Complete one column for each dependant. If you have more than three dependants, use a separate sheet of paper.

Dependant 1 Dependant 2 Dependant 3

Medical expenses for other dependant 1
For provinces and territories other than Quebec:
amount from line 109 of the dependant's return
For Quebec: amount from line 113 of the dependant's return – – – 2
Line 1 minus line 2 (if negative, enter "0") = = = 3

Add the amounts from line 3 of columns 1, 2, and 3 (and others, if any).
Enter this amount on line 33199 of your return. 4

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Allan Johnson 870013737

Line 40425 – Federal dividend tax credit

Complete the following calculation if you reported dividends from taxable Canadian corporations on line 12000 of your return.
Note: Foreign dividends do not qualify for this credit.

Calculation of the federal dividend tax credit as shown on your information slips
Boxes 39 and 51 of all T3 slips 1
Boxes 26 and 32 of all T4PS slips + 2
Boxes 12 and 26 of all T5 slips + 3
Boxes 131 and 134 of all T5013 slips + 4
=
Ż
Add lines 1 to 4. 5
If you did not receive an information slip for some of the dividends that you received, continue at line A.
Otherwise, enter the amount from line 5 on line 40425 of your return.
Calculation of the federal dividend tax credit if you did not receive an information slip
Amount from line 12000
of your return (1) A
Amount from line 12010
of your return (1) – B × 9.0301% = 6
Amount A minus amount B = C × 15.0198% = + 7
= +
Ż
Line 6 plus line 7 8
Line 5 plus line 8
Enter this amount on line 40425 of your return. =
ion
9
(1) Enter only the amount of dividends that were not shown on an information slip.
rs
Ve

Line 41000 – Federal political contribution tax credit

You can claim a credit for the amount of contributions that you or your spouse or common-law partner made in the year to a
ion

registered federal political party, a registered association, or a candidate in a federal election.

If you received, or expect to receive, any advantage for making a contribution, the eligible amount you can claim is the amount
at

of the fair market value of your contribution that is more than any advantage. An advantage generally includes the value of
uc

certain property, service, compensation, use, or any other benefit.

If your total federal political contributions from line 40900 of your return were $1,275 or more, enter $650 on line 41000 of your
Ed

return. If not, use the amount from line 40900 of your return to decide which column to complete.

Line 40900 is
Line 40900 is more than $400 but Line 40900 is
$400 or less not more than $750 more than $750
Total federal political contributions from line 40900
of your return 1
– 0.00 – 400.00 – 750.00 2
Line 1 minus line 2 (if negative, enter "0") = = = 3
× 75% × 50% × 33.33% 4
Line 3 multiplied by the percentage from line 4 = = = 5
+ 0.00 + 300.00 + 475.00 6
Line 5 plus line 6
Enter this amount on line 41000 of your return. = = = 7

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Allan Johnson 870013737

Line 45200 – Refundable medical expense supplement

You may be able to claim this supplement if all of the following apply:
• You entered an amount on line 21500 or line 33200 of your return
• You were resident in Canada throughout 2023
• You were 18 years of age or older at the end of 2023
• Your adjusted family net income is less than $58,944
In addition, the total of the following two amounts must be $4,083 or more:
• your employment income from lines 10100 and 10400 of your return (other than amounts received from a wage-loss
replacement plan) minus the amounts from lines 20700, 21200, 22900, and 23100 of your return (if the result is negative,
consider it as "0")
• your net self-employment income (not including losses) from lines 13500, 13700, 13900, 14100, and 14300 of your return
Note: If you reported income from more than one business on one specific self-employment line (13500, 13700, 13900,
14100, or 14300) and you are reporting a profit from one business and a loss from another, use only the profit amounts
to determine if you meet the income requirement (noted above) to be eligible for this credit. If you are reporting a loss
from only one business on one of these lines, do not include that loss.
You can claim this supplement for the same medical expenses you claimed on lines 21500 and 33200 of your return.
If you were separated because of a breakdown in your relationship for a period of 90 days or more that included
December 31, 2023, do not include your spouse's or common-law partner's income when you calculate this supplement.
If your spouse or common-law partner died on or before December 31, 2023, do not include their income when you calculate
this supplement.

Amount from line 23600 of your return

ion
Your spouse's or common-law partner's net income from page 1 of your return +
46,445.47 1
rs
23,354.52 2
=
Ż
Line 1 plus line 2 69,799.99 69,799.99 3
Ve

Your universal child care benefit (UCCB) from line 11700 of your return or
the benefit of your spouse or common-law partner from page 1 of your return 4
ion

Registered disability savings plan (RDSP) income from line 12500 of your and
your spouse's or common-law partner's returns + 5
at

= –
Ż
Line 4 plus line 5 6
uc

Line 3 minus line 6 = 69,799.99 7

Ed

Your UCCB repayment from line 21300 of your return plus your spouse's or
common-law partner's UCCB repayment from page 1 of your return 8
RDSP income repayment (included in the amount on line 23200
of your and your spouse's or common-law partner's returns) + 9
= +
Ż
Line 8 plus line 9 10
Line 7 plus line 10 Adjusted family net income = 69,799.99 11
Income threshold – 30,964.00 12
Line 11 minus line 12 (if negative, enter "0") = 38,835.99 13
Amount from line 21500 of your return 14
Amount from line 33200 of your return + 15
Line 14 plus line 15 = 16
Applicable rate × 25% 17
Line 16 multiplied by the percentage from line 17 = 18
Enter whichever is less: $1,399 or line 18. 19
Amount from line 13 38,835.99 × 5% = – 1,941.80 20
Line 19 minus line 20 (if negative, enter "0")
Enter this amount on line 45200 of your return. = 0.00 21

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Allan Johnson 870013737

Form AB428
Alberta Tax and Credits 2023
Protected B when completed

For more information about this form, go to canada.ca/ab-tax-info.

Part A – Alberta tax on taxable income

Enter your taxable income from line 26000 of your return. 46,445.47 1

Use the amount from line 1 to complete the appropriate column below.
Line 1 is more than Line 1 is more than Line 1 is more than
Line 1 is $142,292 but not $170,751 but not $227,668 but not Line 1 is more
$142,292 or less more than $170,751 more than $227,668 more than $341,502 than $341,502
Amount from line 1 46,445.47 2
Line 2 minus line 3 – 0.00 – 142,292.00 – 170,751.00 – 227,668.00 – 341,502.00 3
(cannot be negative) = 46,445.47 = = = = 4
Line 4 multiplied by the × 10% × 12% × 13% × 14% × 15% 5
percentage from line 5 = 4,644.55 = = = = 6
Line 6 plus line 7 + 0.00 + 14,229.20 + 17,644.28 + 25,043.49 + 40,980.25 7
Alberta tax on
taxable income = 4,644.55 = = = = 8
Enter the amount from line 8 on line 52 and continue at line 9.

ion
rs
Part B – Alberta non-refundable tax credits Internal use 56080
Ve

Basic personal amount Claim $21,003 58040 21,003.00 9

Age amount (if you were born in 1958 or earlier) (use Worksheet AB428) (maximum $5,853) 58080 + 5,421.68 10
ion

Spouse or common-law partner amount:

Base amount 21,003.00 11
at

Your spouse's or common-law partner's net income

–
uc

from line 23600 of their return 23,354.52 12

Line 11 minus line 12 (if negative, enter "0") 58120 = 0.00
Ż
+ 0.00 13
Ed

Amount for an eligible dependant:

Base amount 21,003.00 14
Your eligible dependant's net income from line 23600 of their return – 15
Line 14 minus line 15 (if negative, enter "0") 58160 =
Ż
+ 16
Amount for infirm dependants age 18 or older (use Worksheet AB428) 58200 + 17
Add lines 9, 10, 13, 16 and 17. = 26,424.68 18
CPP or QPP contributions:
Amount from line 30800 of your return 58240 • 19
Amount from line 31000 of your return 58280 + • 20
Employment insurance premiums:
Amount from line 31200 of your return 58300 + • 21
Amount from line 31217 of your return 58305 + • 22
Adoption expenses 58330 + 23
= +
Ż
Add lines 19 to 23. 24
Line 18 plus line 24 = 26,424.68 25

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Allan Johnson 870013737
Protected B when completed
Part B – Alberta non-refundable tax credits (continued)
Amount from line 25 of the previous page 26,424.68 26
Pension income amount (maximum $1,617) 58360 + 1,617.00 27
Caregiver amount (use Worksheet AB428) 58400 + 28
Add lines 26 to 28. = 28,041.68 29
Disability amount for self
(claim $16,201 or, if you were under 18 years of age, use Worksheet AB428) 58440 + 30
Disability amount transferred from a dependant (use Worksheet AB428) 58480 + 31
Add lines 29 to 31. = 28,041.68 32
Interest paid on your student loans (amount from line 31900 of your return) 58520 + 33
Your unused tuition and education amounts (attach Schedule AB(S11)) 58560 + 34
Amounts transferred from your spouse or common-law partner (attach Schedule AB(S2)) 58640 + 3,501.48 35
Add lines 32 to 35. = 31,543.16 36
Medical expenses:
Amount from line 33099 of your return 58689 3,281.17 37
Amount from line 23600 of your return 46,445.47 38
Applicable rate × 3% 39
Line 38 multiplied by the percentage from line 39 = 1,393.36 40
Enter whichever is less: $2,714 or the amount from line 40. – 1,393.36 41
Line 37 minus line 41 (if negative, enter "0") =
ion
1,887.81 42
Allowable amount of medical expenses for other dependants
(use Worksheet AB428) +
rs
58729 43
Line 42 plus line 43 58769 = 1,887.81
Ż
+ 1,887.81 44
Ve

Line 36 plus line 44 58800 = 33,430.97 45

Alberta non-refundable tax credit rate × 10% 46
ion

Line 45 multiplied by the percentage from line 46 58840 = 3,343.10 47

at

Donations and gifts:

Amount from line 13
uc

of your federal Schedule 9 200.00 × 60% = 120.00 48

Ed

Amount from line 14

of your federal Schedule 9 2,275.00 × 21% = + 477.75 49
Line 48 plus line 49 58969 = 597.75
Ż
+ 597.75 50
Line 47 plus line 50
Enter this amount on line 55. Alberta non-refundable tax credits 61500 = 3,940.85 51

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Allan Johnson 870013737
Protected B when completed
Part C – Alberta tax
Alberta tax on taxable income from line 8 4,644.55 52
Alberta tax on split income (complete Form T1206) 61510 + • 53
Line 52 plus line 53 = 4,644.55 54
Alberta non-refundable tax credits from line 51 3,940.85 55
Alberta dividend tax credit (use Worksheet AB428) 61520 + • 56
Alberta minimum tax carryover:
Amount from line 40427
of your return × 35% = 61540 + • 57
Add lines 55 to 57. = 3,940.85
Ż
– 3,940.85 58
Line 54 minus line 58 (if negative, enter "0") = 703.70 59
Alberta additional tax for minimum tax purposes:
Form T691: line 111 minus line 112 × 35% = + 60
Line 59 plus line 60 = 703.70 61
Provincial foreign tax credit (complete Form T2036) – 62
Line 61 minus line 62 (if negative, enter "0") = 703.70 63
Alberta political contributions made in 2023 60030 64
Alberta political contributions tax credit (use Worksheet AB428) (maximum $1,000) – 65
Line 63 minus line 65 (if negative, enter "0")
Enter this amount on line 42800 of your return. Alberta tax = 703.70 66

Part D – Alberta credits ion

rs
Enter your unused Alberta investor tax credit from your 2022
Ve

notice of assessment or reassessment. (maximum $60,000) 67

Alberta stock savings plan tax credit (complete Form T89) + 68
ion

Line 67 plus line 68

Enter this amount on line 47900 of your return. = 69
at

See the privacy notice on your return.

uc
Ed

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Allan Johnson 870013737
Schedule AB(S2)
Provincial Amounts Transferred from your 2023
Spouse or Common-Law Partner Protected B when completed

Complete this schedule and attach it to your return to claim a transfer of the unused part of your spouse's or common-law
partner's provincial amounts below.
You can claim these amounts if you are eligible to claim the equivalent federal amounts on your federal Schedule 2.
If your spouse or common-law partner is filing a return, use the amounts that they entered on their Form AB428.
If your spouse or common-law partner is not filing a return, use the amounts they would enter on their Form AB428 as if they
were filing a return and attach their information slips.
If your spouse or common-law partner was not a resident of Alberta at the end of the year, special rules may apply.
For more information, call the Canada Revenue Agency at 1-800-959-8281.

Age amount (if your spouse or common-law partner was born in 1958 or earlier):
Enter the amount from line 58080 of their Form AB428. 59020 5,853.00 1
Pension income amount:
Enter the amount from line 58360 of their Form AB428. (maximum $1,617) 59050 + 2
Disability amount:
Enter the amount from line 58440 of their Form AB428. 59070 + 3
Add lines 1 to 3. = 5,853.00 4
Spouse's or common-law partner's taxable income:
Enter the amount from line 26000 of their return on line 5 if it is $142,292 or less.

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If it is more than $142,292, enter the result of the following calculation:
Amount from line 8 of their Form AB428 ÷ 10% = 23,354.52 5
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Amount from line 58040 of their Form AB428 21,003.00 6
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Amount from line 24 of their Form AB428 + 7

Amount from line 58560 of their Form AB428 + 8
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= –
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Add lines 6 to 8. 21,003.00 21,003.00 9
Spouse's or common-law partner's adjusted taxable income:
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Line 5 minus line 9 (if negative, enter "0") 59120 = –

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2,351.52 2,351.52 10
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Provincial amounts transferred from

Line 4 minus line 10 (if negative, enter "0") your spouse or common-law partner = 3,501.48 11
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Enter the amount from line 11 on line 58640 of your Form AB428.

See the privacy notice on your return.

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Allan Johnson 870013737

2023
Worksheet AB428

Use this worksheet to calculate the amounts to enter on your Form AB428, Alberta Tax and Credits.
Keep this worksheet for your records. Do not attach it to your return.

Line 58080 – Age amount (if you were born in 1958 or earlier)
If the amount from line 23600 of your return is:
• $43,570 or less, enter $5,853 on line 58080 of your Form AB428
• $82,590 or more, enter "0" on line 58080 of your Form AB428
Otherwise, complete the calculation below.
Maximum amount 5,853.00 1
Amount from line 23600 of your return 46,445.47 2
Income threshold – 43,570.00 3
Line 2 minus line 3 (if negative, enter "0") = 2,875.47 4
Applicable rate × 15% 5
Line 4 multiplied by the percentage from line 5 = 431.32
Ż
– 431.32 6
Line 1 minus line 6 (if negative, enter "0") = 5,421.68 7
Enter the amount from line 7 on line 58080 of your Form AB428.

Line 58200 – Amount for infirm dependants age 18 or older ion

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Complete one column for each dependant. If you have more than three dependants, use a separate sheet of paper.
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Dependant 1 Dependant 2 Dependant 3

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Base amount 20,190.00 20,190.00 20,190.00 1

Dependant's net income from line 23600 of their return – – – 2
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Line 1 minus line 2 (if negative, enter "0")

(maximum $12,158 per dependant) = = =
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3
Amount claimed for this dependant on line 58160
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of your Form AB428, if any – – – 4

Allowable amount for this dependant:
line 3 minus line 4 (if negative, enter "0") = = = 5
Add the amounts from line 5 for columns 1, 2 and 3 (and others, if any). 6
Enter the total from line 6 on line 58200 of your Form AB428.

Line 58400 – Caregiver amount

Complete one column for each dependant. If you have more than three dependants, use a separate sheet of paper.
Dependant 1 Dependant 2 Dependant 3
Base amount 31,489.00 31,489.00 31,489.00 1
Dependant's net income from line 23600 of their return – – – 2
Line 1 minus line 2 (if negative, enter "0")
(maximum $12,158 per dependant) = = = 3
Amount claimed for this dependant on line 58160
of your Form AB428, if any – – – 4
Allowable amount for this dependant:
line 3 minus line 4 (if negative, enter "0") = = = 5
Add the amounts from line 5 for columns 1, 2 and 3 (and others, if any). 6
Enter the total from line 6 on line 58400 of your Form AB428.

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Allan Johnson 870013737

Line 58440 – Disability amount for self

Complete this calculation if you were under 18 years of age on December 31, 2023:
Base amount 16,201.00 1
Maximum amount 12,158.00 2
Total child care and attendant care expenses for you
claimed by you or another person 3
Threshold for child and attendant care expenses – 3,315.00 4
= –
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Line 3 minus line 4 (if negative, enter "0") 5
= +
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Line 2 minus line 5 (if negative, enter "0") 6
Line 1 plus line 6 (maximum $28,359) = 7
Enter the amount from line 7 on line 58440 of your Form AB428.

Line 58480 – Disability amount transferred from a dependant

Complete this calculation for each dependant. If you have more than one dependant, use a separate sheet of paper.
Note: If you and your dependant were not residents of the same province or territory at the end of the year, special rules
may apply. For more information, call the Canada Revenue Agency at 1-800-959-8281.
Base amount 16,201.00 1
If the dependant was under 18 years of age on December 31, 2023, complete lines 2 to 12.
If the dependant was 18 years of age or older, enter "0" on line 6 and continue on line 7.

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Maximum amount 12,158.00 2
Total child care and attendant care expenses for this
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dependant claimed by you or another person 3
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Threshold for child and attendant care expenses – 3,315.00 4

= –
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Line 3 minus line 4 (if negative, enter "0") 5
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= +
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Line 2 minus line 5 (if negative, enter "0") 6
Line 1 plus line 6 (maximum $28,359) = 7
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Enter the amount from line 29 of the dependant's Form AB428. + 8

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Line 7 plus line 8 = 9

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Dependant's taxable income from line 26000 of their return – 10

Line 9 minus line 10 (if negative, enter "0") = 11
Enter whichever is less:
amount from line 7 or line 11. Allowable amount for this dependant 12
Enter on line 58480 of your Form AB428 the total of allowable amounts claimed for all dependants.

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Allan Johnson 870013737

Line 58729 – Allowable amount of medical expenses for other dependants

Complete one column for each dependant. If you have more than three dependants, use a separate sheet of paper.
Dependant 1 Dependant 2 Dependant 3
Medical expenses for other dependant 1
Enter the amount from line 41 of the dependant's
Form AB428. – – – 2
Line 1 minus line 2 (if negative, enter "0") = = = 3
Add the amounts from line 3 for columns 1, 2 and 3 (and others, if any). 4
Enter the total from line 4 on line 58729 of your Form AB428.

Line 61520 – Alberta dividend tax credit

Amount from line 12000 of your return A
Amount from line 12010 of your return – B × 2.18% = 1
Amount A minus amount B = C × 8.12% = + 2
Line 1 plus line 2 = 3
Enter the amount from line 3 on line 61520 of your Form AB428.

Line 65 – Alberta political contributions tax credit

You can claim this credit if you contributed to one of the following individuals or entities in 2023:

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• a candidate under an election to the provincial legislature or a senatorial election
• an Alberta political party
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• a leadership contestant
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• a constituency association
Note: The individual or entity must be registered and meet the criteria established under the Election Finances and
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Contributions Disclosure Act.

If your total political contributions are more than $2,300, enter $1,000 on line 65 of your Form AB428.
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If not, use the amount from line 60030 of your Form AB428 to complete the appropriate column below.
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Line 60030 is more

Line 60030 is than $200 but not Line 60030 is
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$200 or less more than $1,100 more than $1,100

Enter your total political contributions
from line 60030 of your Form AB428. 1
– 0.00 – 200.00 – 1,100.00 2
Line 1 minus line 2 (cannot be negative) = 0.00 = = 3
× 75% × 50% × 33.33% 4
Line 3 multiplied by the percentage from line 4 = = = 5
+ 0.00 + 150.00 + 600.00 6
Line 5 plus line 6 = = = 7
Enter the amount from line 7 on line 65 of your Form AB428.

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Allan Johnson 870013737
Protected B when completed

Calculation of Cumulative Net Investment Loss (CNIL) to December 31, 2023

Use this form if you had any investment income or investment expenses for 2023.
Your CNIL reduces the amount of your cumulative gains limit for the year and may affect the allowable amount of your capital
gains deduction.
Even if you are not claiming a capital gains deduction in 2023, you should still complete this form if you had any investment
income or expenses in 2023.
Because the balance in your CNIL account represents a cumulative total, you may need this information in a future year. Keep
a copy for your records and attach another copy to your return.
For more information, call 1-800-959-8281.
Note
If, in 2023, you have capital gains other than from the disposition of qualified farm or fishing property, or qualified small
business corporation shares, first complete Chart A on page 3 of this form to determine if you have additional investment
income to include when you calculate your CNIL.
Part 1 – Investment expenses claimed on your 2023 return
Carrying charges and interest expenses (line 22100) 1
Net rental losses (line 12600) + 2
Limited or non-active partnership losses (line 12200) other than allowable capital losses + 3
Limited partnership losses of other years after 1985 (line 25100) + 4
50% of exploration and development expenses (line 22400) + 5
Any other investment expenses claimed in 2023 to earn property income
(see the list of other investment expenses on the next page) ion 68080 + 6
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Additional investment expenses: if you did not complete Chart A on page 3 of this form, enter "0."
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Otherwise, enter whichever is less: the amount from line 14 in Chart A or from line 25300 of your
return. + 7
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Add lines 1 to 7. Total investment expenses claimed in 2023 = A

Part 2 – Investment income reported on your 2023 return

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Investment income (lines 12000 and 12100) 532.45 8

Net rental income, including recaptured capital cost allowance (line 12600) + 9
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Net income from limited or non-active partnership (line 12200) other than taxable capital gains + 10
Any other property income reported in 2023 (see the list of other property income on the next
page) including annuity payments taxable under paragraph 56(1)(d) minus the capital portion
deducted under paragraph 60(a) 68100 + 11
50% of income from the recovery of exploration and development expenses (line 13000) 68110 + 12
Additional investment income: if you did not complete Chart A on page 3 of this form, enter "0."
Otherwise, enter the amount from line 14 in Chart A. + 13
Add lines 8 to 13. Total investment income reported in 2023 = 532.45 B

Do not use this area

68130

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Allan Johnson 870013737

Other investment expenses

Include:
• repayments of inducements
• repayments of refund interest
• the uncollectible portion of proceeds from dispositions of depreciable property except passenger vehicles that cost more
than $30,000 for vehicles acquired prior to 2022, $34,000 for vehicles acquired in 2022 and $36,000 for 2023 and later
years that were not, at any time, designated immediate expensing property
• sale of agreement for sale, or mortgage or hypothecary claim included in proceeds of disposition in a previous year under
subsection 20(5)
• foreign non-business tax under subsections 20(11) and 20(12)
• life insurance premiums deducted from property income
• capital cost allowance claimed on certified films and videotapes
• farming or fishing losses claimed by a non-active partner or a limited partner

Do not include:
• expenses incurred to earn business income
• repayment of shareholders' loans deducted under paragraph 20(1)(j)
• interest paid on money borrowed to:
i) buy an income averaging annuity contract

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ii) pay a premium under a registered retirement savings plan
iii) make a contribution to a registered pension plan
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iv) make a contribution to a deferred profit-sharing plan
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Other property income

Include:
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• amounts from insurance proceeds for the recapture of capital cost allowance
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(other than amounts already included on line 9)

• home insulation or energy conversion grants under paragraph 12(1)(u)
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• payments received as an inducement or reimbursement

• income from the appropriation of property to a shareholder
• farming and fishing income reported by a non-active or a limited partner
• other income from a trust
• allowable capital losses included in partnership losses of other years after 1985
• amounts withdrawn from AgriInvest Fund 2
• CPP or QPP death benefit payments reported on your T1 return

Do not include:
• income amounts that relate to business income
• payments received from an income averaging annuity contract
• payments received from an annuity contract bought under a deferred profit-sharing plan
• shareholders' loans included in income under subsection 15(2)

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Allan Johnson 870013737
Protected B when completed
Part 3 – Cumulative net investment loss (CNIL)
Total investment expenses claimed in 2023 (line A in Part 1) 14
Total investment expenses claimed in previous years after 1987:
enter the amount from line 16 in Part 3 of Form T936 for 2022. If you did
not complete Form T936 for 2022, see note 1 below. + 15
=
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Cumulative investment expenses (total of lines 14 and 15) 16
Total investment income reported in 2023 (line B in Part 2) 532.45 17
Total investment income reported in previous years after 1987:
enter the amount from line 19 in Part 3 of Form T936 for 2022. If you did
not complete Form T936 for 2022, see note 2 below. + 18
= –
Ż
Cumulative investment income (total of lines 17 and 18) 532.45 532.45 19
Cumulative net investment loss (CNIL)
Line 16 minus line 19 (if negative, enter "0") to December 31, 2023 = C
If you are claiming a capital gains deduction on your 2023 return, enter the amount from line C on line 28
of Form T657 for 2023.
Notes
1. To calculate your total investment expenses from previous years, complete Part 1 of Form T936 for each year
from 1988 to 2022 in which you had investment expenses (do not complete line 7 for 1988 to 1991). Add the amounts
from line A and enter the total on line 15 above.
2. To calculate your total investment income from previous years, complete Part 2 of Form T936 for each year from 1988
to 2022 in which you had investment income (do not complete line 13 for 1988 to 1991). Add the amounts from line B and

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enter the total on line 18 above. rs
Chart A
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Enter the amount from line 19900 of Schedule 3 (if negative, show the amount in brackets).
If the amount on this line is "0," do not complete lines 2 to 13, and enter "0" on line 14. 1
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Amount from line 10700 of Schedule 3 2

Amount from line 11000 of Schedule 3 + 3
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Amount from line 12400 of Schedule 3 + 4

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Add lines 2 to 4 (if negative, show the amount in brackets). = 5

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If you reported an amount on line 19200 of Schedule 3, enter the amount

from line 12 on Form T2017. Otherwise, enter the amount from line 5 on
line 7. + 6
Line 5 plus line 6 (if negative, enter "0") = 7
× = –
Ż
Amount from line 7 1/2 8
Line 1 minus line 8 (if negative, enter "0")
If the amount on this line is "0," do not complete lines 10 to 13, and enter "0" on line 14. If the
amount on this line includes an amount from a T3 slip, complete lines 10 to 12 below. Otherwise,
enter "0" on line 13. = 9
Enter the amount from box 21 of all 2023 T3 slips. 68140 10
Enter the amount from box 30 of all 2023 T3 slips. – 11
Line 10 minus line 11 68150 = 12
× = –
Ż
Amount from line 12 1/2 13
Line 9 minus line 13 (if negative, enter "0") Additional investment income = 14

See the privacy notice on your return.

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