Monday, July 4, 2016

How to input annual TFSA contributions

11:09 AM


How do I input annual TFSA contributions of $5,500 till I retire?


1. On the Forecast page, on the 'Savings Plan' tab, enter $5,500 and under Advanced select the last savings options (TFSA first).

2. Enter you TFSA room and contributions this year on the Financial Information page under 'TFSA'.

Note that you have to select TFSA as a source of retirement income on the Options page.


Post a Comment


© 2018 Risk Blog by Equisoft Inc. All rights reserved. Designed by Templateism

Back To Top