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@PeteC1 wrote:  I did this and it indicates wait of up to 9 months for processing. What number type of letter was it--such as 5071C, 5747C, 5447C, or something else?  The number is usually in one of the right corners, either top or bottom.   Are you sure it said "9 months?"   On the IRS website there are FAQs for those verification letters listed above that say after verifying it can take "up to 9 weeks" for processing.   But that doesn't necessarily mean it will take that long.    If you can still see what it mentioned about the time frame, I'd look again to be sure it didn't say "weeks."    I realize that 9 weeks, too, is a long time to wait, but better than 9 months.   I can provide you the FAQ link if you state the letter number type.   If you paid for the "get refund up to 5 day early" option, that charge may (hopefully) drop off, or if it doesn't,  you can ask for a refund.      Also be aware of this: Did you pay upfront with credit/debit card at the time of filing, or did you choose to pay your TurboTax fees out of the Federal refund?    The following only applies if you chose to pay out of Federal refund.   If you already paid upfront, this will not apply to you.       If you did not pay upfront and chose instead to pay  the TurboTax fees out of the Federal refund, then obviously the Federal refund is going to be delayed.   So when that happens, at some point in time TurboTax will want to be paid.  So if you used that option, they will likely start sending you emails instructing you to go ahead and pay the fees.  And if not paid after a certain time, they will debit your bank account for their fees.  So don't disregard any emails.   Phone TurboTax Support with any questions or problems concerning the fees.

Nice to see this finally fixed but why did it take so long to fix something as basic as T3 entries being picked up in the appropriate forms?  There may have been CRA issues but this was a basic product defect.  What will Intuit do for its customers for compensation?

Yes, all income was entered into the tax program. The only income received in 2024 was from CPP disability (T4AP) and a pension (T4A). Neither one of these lines are included in the calculation for income to compare against the qualified lump sum payment form. This is what is triggering the error message because the amount on the qualified lump sum is greater than the sum of certain lines on the T1 General. This is preventing me from submitting the tax return electronically. 

If we estimate that 1,000,000 (low estimate) people purchased TurboTax this year at an average cost of $40 (low estimate) for the standard version, TurboTax grossed a conservative $40,000,000 and still won't admit that their software was flawed. In fact, TurboTax's own "About" section states 25,000,000 filings over 5 years (~5mil per year), so you can safely assume that their gross is at least $200,000,000 / 2025.    I'm guessing that their outsourced crew of 5 programmers were unqualified to provide a quality product this year free from notable flaws. Months to fix a translation error.    @TurboTaxAniqua @Anonymous @TurboTaxBrenda Where is our compensation?   Stop ignoring the question. 

Hi @Anonymous If this was NOT a TurboTax issue then why was a software update pushed to fix the translation of the T3 Box 21's into Line 68140? Was this an unnecessary software revision pushed by TurboTax?

  In TurboTax (TT), enter at: Federal Taxes Tab (Personal for H&B version) Deductions & Credits -Scroll down to: --Education   --Education Expenses and Scholarships (1098-T)   Note that you will just enter the expenses paid. You do not designate that the expenses were paid with loans. That's not relevant, for tax purposes*   You will also not enter room,  board and/or housing. Those are not qualified educational expenses for a tuition credit or for scholarships to be tax free. The fact that you paid housing with student loans is not entered in TT.    Room and board (R&B) are qualified expenses for a 529 Plan or ESA distribution.  But to get the screen to enter R&B, you must first tell TurboTax that you had a 529/ESA distribution by  entering your form 1099-Q. Form 1099-Q must be entered before the 1098-T is entered.    *Except to claim the student loan interest deduction, which is entered separately. In TurboTax (TT), enter at: Federal Taxes Tab (Personal for H&B version) Deductions & Credits -Scroll down to: --Education   --Student loan interest deduction