T4A(P): Statement of Canada Pension Plan Benefits

You’ll receive a T4A(P): Statement of Canada Pension Plan Benefits slip if, during the year, you received benefits from either the Canada Pension Plan (CPP) or the Québec Pension Plan (QPP). This slip shows you the amount and type of the benefit(s) you received, as well as the amount of income tax deducted.

Note: If you’re a resident of Québec and you received benefits under the Québec Pension Plan (QPP), you’ll also receive a Relevé 2: Retirement and annuity income (RL-2) slip. You’ll need to enter the information from both your T4A(P) slip and your RL-2 slip into the tax software.

If you received CPP or QPP death benefit as a beneficiary of the deceased person’s estate, it’ll be reported in box 18 on your T4A(P) slip. This amount is also already included in box 20 on your T4A(P) slip.

You can’t report the CPP or QPP death benefit on the deceased person’s tax return. You’ll need to report this amount in your return unless a tax return is being filed for the estate trust.

Depending on your situation, the date reported in box 13 of your paper T4A(P) slip could refer to one of two benefits. For example, if you received a disability benefit in 2022, the date shown in box 13 of your slip is the date that Service Canada determined that you were disabled for Canada Pension Plan purposes. If, however, you received retirement benefits during the year, the date shown in box 13 will represent the day on which the benefit became payable to you.

Note: While some fields in H&R Block’s tax software require that you enter the date using a specific format (such as YYYY-MM-DD), you can enter the date exactly as it appears on your paper T4A(P) slip into box 13 of the T4A(P) page.

If your minor child has received a T4A(P) slip for the Child Benefit, this income is considered your child’s income and you don’t need to include this slip in your return. Most likely, your child’s income for the year is lower than the basic personal amount and he or she won’t need to file a tax return for the year. Refer to the Canada Revenue Agency (CRA) website to check if your child needs to file a return for the year.

However, if you’re claiming your child as an eligible dependant, you’ll need to include the amount from box 20 of the T4A(P) in your child’s net income for the year and enter the net income on your return. Follow these steps in H&R Block’s 2022 tax software to enter your child’s net income on your return:

Note: Before you begin, make sure you’ve told us that you have dependants on the Household page. This can be found on the left navigation menu under About You and below the Get Started tab.

  1. Click on the About Your Dependants tab under Get Started
  2. Enter your dependant’s net income in the field next to the question, What’s this dependant’s federal net income for 2022? (line 236 on their 2022 T1 General)

*If your child is not required to file a return, simply enter the amount from box 20 of their T4A(P) slip into this field.

Follow these steps in H&R Block’s 2022 tax software:

  1. On the left navigation menu, click the Government slips tab, then Smart Search.

  2. Type T4A(P) in the search field and either click the highlighted selection or press Enter to continue.

  3. When you arrive at the page for your T4A(P): Statement of Canada Pension Plan Benefits, enter your information into the tax software.

Note: If you also have an RL-2 slip to enter, repeat Step 1 above, type in RL-2 in the search field and either click the highlighted selection or press Enter to continue. When you arrive at the page for your Relevé 2: Retirement and Annuity income, enter your information into the tax software.