Form 5004-S2 Schedule NB(S2) "Provincial Amounts Transferred From Your Spouse or Common-Law Partner" - Canada

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Clear Data
Schedule NB(S2)
Provincial Amounts Transferred
2020
from your 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 NB428.
If your spouse or common-law partner is not filing a return, use the amounts they would enter on their Form NB428 as if they
were filing a return and attach their information slips.
If your spouse or common-law partner was not a resident of New Brunswick 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 65 years of age or older in 2020):
Enter the amount from line 58080 of their Form NB428.
59020
1
Pension income amount:
59050
Enter the amount from line 58360 of their Form NB428.
+
(maximum $1,000)
2
Disability amount:
59070
Enter the amount from line 58440 of their Form NB428.
+
3
Tuition amounts:
Enter the provincial amount designated to you from their forms T2202, TL11A or TL11C.
59090
+
4
Add lines 1 to 4.
=
5
Spouse's or common-law partner's taxable income:
Enter the amount from line 26000 of their return on line 6 if it is $43,401 or less.
If it is more than $43,401, enter the result of the following calculation:
amount from line 8 of their Form NB428
÷ 9.68% =
6
Amount from line 58040 of their Form NB428
7
Amount from line 23 of their Form NB428
+
8
Amount from line 58560 of their Form NB428
+
9
Add lines 7 to 9.
=
10
Spouse's or common-law partner's adjusted taxable income:
Line 6 minus line 10 (if negative, enter "0")
59120
=
11
Provincial amounts transferred from
your spouse or common-law partner
Line 5 minus line 11 (if negative, enter "0")
=
12
Enter the amount from line 12 on line 58640 of your Form NB428.
See the privacy notice on your return.
5004-S2 E (20)
Page 1 of 1
(Ce formulaire est disponible en français.)
Clear Data
Schedule NB(S2)
Provincial Amounts Transferred
2020
from your 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 NB428.
If your spouse or common-law partner is not filing a return, use the amounts they would enter on their Form NB428 as if they
were filing a return and attach their information slips.
If your spouse or common-law partner was not a resident of New Brunswick 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 65 years of age or older in 2020):
Enter the amount from line 58080 of their Form NB428.
59020
1
Pension income amount:
59050
Enter the amount from line 58360 of their Form NB428.
+
(maximum $1,000)
2
Disability amount:
59070
Enter the amount from line 58440 of their Form NB428.
+
3
Tuition amounts:
Enter the provincial amount designated to you from their forms T2202, TL11A or TL11C.
59090
+
4
Add lines 1 to 4.
=
5
Spouse's or common-law partner's taxable income:
Enter the amount from line 26000 of their return on line 6 if it is $43,401 or less.
If it is more than $43,401, enter the result of the following calculation:
amount from line 8 of their Form NB428
÷ 9.68% =
6
Amount from line 58040 of their Form NB428
7
Amount from line 23 of their Form NB428
+
8
Amount from line 58560 of their Form NB428
+
9
Add lines 7 to 9.
=
10
Spouse's or common-law partner's adjusted taxable income:
Line 6 minus line 10 (if negative, enter "0")
59120
=
11
Provincial amounts transferred from
your spouse or common-law partner
Line 5 minus line 11 (if negative, enter "0")
=
12
Enter the amount from line 12 on line 58640 of your Form NB428.
See the privacy notice on your return.
5004-S2 E (20)
Page 1 of 1
(Ce formulaire est disponible en français.)