All Posts

I found this post even though I didn't get this specific error code: " Error Code 95365 Error issue: There are entries for capital gains on T3 information slips and CRA has indicated that there may be a rounding issue. Customer action: For all T3 slips in your return: - Remove the amount from Box 52, if applicable (leave it blank) - Enter the sum of Box 52 + Box 53 in Box 53 - Ensure Box 53 equals the amount in Box 21 If the error persists, try rounding the box amounts (21 and 53) to the nearest dollar and submit via NETFILE once more. Try filing after April 7, 2025. Expected resolution date: The CRA updated on April 16, 2025 relays that additional variations of this error clue setting incorrectly are expected to be resolved on April 23, 2025. " I updated the first box 53 (not the total box 53) to equal box 21 and it added the amount to the second box 21 as foreign capital gains. It now shows twice in box 21 but I have no idea if it is correctly marked as foreign or not - wouldn't it have been there originally if it was? Also box 25 shows the foreign investment income of a different amount than box 21. 

I purchased and used TurboTax to prepare my family 2021 to 2023 tax returns. Two were reassessed by CRA for the ON CARE credit. How do I apply for the TurboTax 100% Accurate Calculations Guarantee. They should be reimbursed by TurboTax the interest and penalties charged by CRA Please give me details on how to proceed.

J'ai exactement le même problème. Comme j'ai vendu ma résidence principale, l'application (web) me recommande l'onglet "Revente précipitée d'un bien immobilier" sous "à venir". La seule option pour sauter cet onglet est de s'abonner à la version Premier. Sinon, cet onglet demeure en place et on ne peut avoir les recommandations suivantes. Ça alourdit donc le processus de déclaration puisqu'il faut vérifier les onglets en cours un à un, ce qui est très décevant.  (D'ailleurs, je dois dire que je n'aime pas tellement ce nouvel affichage.)      

The general rule is: your report all your income on your home state return, even the income earned out of state. You file a non-resident state return for the state you worked in and pay tax to that state. Your home state will give you a credit, or partial credit, for what you paid the non-resident state. You will have to file a non resident NY state return and pay NY tax on the income earned there.. You will also file a PA full year resident return and calculate tax on ALL your income. PA will give you a  partial credit for the tax you pay NY. So, there will be little or no double taxation, but you have the cost and hassle of filing two state returns. Do the nonresident state return first.   Doing the returns in the correct sequence insures that your PA return will include the credit for the tax you pay to NY.   A small refund from NY would not be unusual.  It just means you had too much NY tax withheld.  Owing PA is not all that unusual. You will only get a credit equal to the PA tax on your NY income. You still have to pay PA tax on your other income.  Verify that the  NY credit shows up on line 22 of the PA-40 form. 

@tbrown31349    Those interest amounts can be assessed, even if you've paid over 90%.....and even if you get a refund !!!   The withholding probably wasn't the issue...it was probably the timing or amounts on your estimated tax payments.   IF you didn't pay those estimated taxes in even amounts for every quarter...or made larger payments in the last quarter or three....then, you would likely need to have prepared, and filed the OR-10 form along with your OR tax filing to get that interest (or interest and penalties) reduced or eliminated.   For instance, if you didn't make a 1Q estimated payment, or if you made a larger estimated tax payments in any of the last 3 Quarters to cover an unexpected bump in income...the default calculations can result in a penalty/interest because the default assumes all income was even over the year, and some of the taxes for it wasn't paid in the earlier quarters.   To possibly eliminate the penalty/interest, you would fill out the OR-10 form, which uses your annualized income (income by uneven "quarter"  3mos, 2mos, 3mos 4mos)  ) to let OR know exactly when your various sources of income occurred (interest, dividends, cap gains, pension income, wages etc), vs when your withholding and estimated payments occurred.   I don't have the TurboTax Oregon software...but for all the states I've seen, the TTX software does include the annualized income forms for that state in their state software, usually in the state Other Tax Situations page.  But TTX doesn't automatically force you thru those calculations, you usually have to start thru them yourself....why???  Because they are a pain-in-the-patootie to fill out, requiring you to gather tons of exacting information for the whole year.  Having done it once, I won't bother again for a penalty/interest less than ~$50...and would think long before doing it for less than ~$100. _______________________ to see what's involved, go to the OR Dep of Rev page and download the instructions for the OR-10 to see what is involved ((Table 3))... (the TTX software routine may make it a bit simpler...but maybe not)   Oregon Department of Revenue : Forms and publications : Forms and Publications Library : State of Oregon

I got the same issue. I tried to ignore the warning and Netfile. It prevents me from filing due to the various incorrect error warning from the software despite applying the avoidance fix. As the various warning errors is prior to Netfile function, it has got to be software error.

There is no fee to amend a tax return unless the change you are making requires an upgrade to a more expensive version of the software, so it is not clear why you had to pay more when you amended.   We cannot see any of your information.     No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

And another thing:  If I claim an asset as DIEP.  TP-128 Section 4, Column 8 shows the value as 50%, but Column 9 shows the value as 100%.  So in my example, Column 8 is 2500, but Column 9 is 5000.  And Box 393 is 5000.   This means that TP-128 the value in Box 394 is being calculated from 50% Net Income and 100% CCA. Again, that doesn't make sense.

TurboTax does not withdraw money from your account to pay your tax to the state.  Only the state can do that.  TurboTax only passed your information on to the state.  It is up to the state to take the money from your account.   If you scheduled it for 4-25 you should allow some time for the direct debit to post to your account.