Importing your data

I am transferring my son’s (18) disability tax credit to my return. He has no income. Where do I put on his return that he isn’t claiming the credit? Form on file w/ gov

I have put it on my return that I am transferring it but when I go to his the only option is that he he has one on file no yes this is his first year claiming it. There is no option to indicate he is transferring it to me

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2 days ago

taxestwohighLevel 1

how do i get into a patially completed return in order to finish it and forward to the cra?

Cannot get into a partially completed return in order to finish it?

5 days ago

mary193038Level 1

how to delete spouse transfer section from my deduction

before submitting return

8 days ago

kevanni29Level 2

Am I able to import my files to file for my tax return from 2021-2024, due to myself not filing them?

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user17778178159Level 2

Where do I upload software subscriptions for self-employed?

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mro514Level 2

I can't connect to CRA to import by tax forms from my BMO sign-in. How do I solve this?

I keep getting error messages from CRA

ErinM1Level 1

There is a carry forward amount on my use-of-home expenses, but my income is not high enough to use this year. Can it be transferred to my husband?

We both have home offices, but he has higher income. Can I transfer the carry forward to him?

Umo5Level 2

Issue importing tax information from CRA

Hello, I have (7) T3 and (5) T5, but when I try to import them from CRA, Turbotax only imports a single T3 and a single T5. I tried different browser, but no luck. It seems it's only importing the T3/T5 at the top of the list in my CRA account and ignoring the rest. I did try to import my tax information using another software (Studiotax), and it had no issue importing all of my T3 and T5. So I think Turbotax might be the problem.  Please advise, thank youI am from QC if that matters, and using Win11, Turbotax Standard Download version 10.01.61 (6002)  

jsw_1010Level 2

Autofill Feature in Turbotax

Does Turbotax auto fill my T4, T5, T3, that are issued by my Canadian Bank?Do I get a list of these receipts so that I can check nothing has been missed? 

gardnerdanjLevel 1

Importing tax slips for US accounts

Wondering if I need to do a manual conversion for T5s and T5008s for US accounts imported from CRA, or if TurboTax handles that.  If I do, what is the best practice for this?  A) Use an average rate for the year, B) Use the daily rate for each transaction, or C) Something else.

SvetaBLevel 2

Filed 2024 via TurboTax Online (no backup, only PDF). Now using Desktop (Costco license activated)—can’t import prior year. How to transfer data?

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ProRadLevel 2

EasySteps Auto-fill My Return from CRA section should list several warnings

 EasySteps Auto-fill My Return from CRA section should list several warnings. On the page "let's get your tax info from the CRA", so before user click on the import button, there should be a warning to tell user to verify imported forms to make sure it has all expected data and that the data is correct.  I found that some imported forms were incomplete for me this year. Also, the existing warning "<PARTNER NAME> might be still logged in" is confusing because it suggests that the TT is fairly sure that your partner is logged into the CRA at the moment. Instead it should say: "<PARTNER NAME> must  not be logged in the CRA for your import to work properly." 

timmbr67Level 1

How do i transfer 2024 online return to 2025 desktop return?

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EigenCatLevel 2

Auto-import of T5008 introduced a dangerous error into my return

I used the auto-import feature, and it imported T5008 slips completely ignoring the currency field (Box 13).This means that if I had, for example, $10,000 USD of capital gains (so around $14,000 CAD), auto-import treats it as $10,000 CAD of capital gains. So, an error of about $4000! This is really unacceptable, dangerous, and should be fixed. It is a "junior-intern-must-have-coded-this" level of bug, to completely forget about the currency. I found other threads on this forum about the Box 13 issue in T5008, but none of the other threads talk about just how dangerous the issue is, for someone who trusts Turbotax to do the right thing when importing data. 

jbunstonLevel 1

Can I create a new account and import tax info from a previous account?

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StaufwayLevel 1

LTD - Long Term Disability - Need to Claim as Income or Not?

(1)My spouse was an employee of Sun Life who went on Short-Term then Long-Term Disability. The Short-Term Disability amounts do appear to get the usual tax deductions while the Long-Term Disability does not appear have federal/provincial taxes deducted showing a balance of zero tax deducted. Does this mean spouse will need to claim the 2 months (Nov-Dec) of LTD amounts as income and if so - whereabouts on the Turbo Tax would we indicate this amount.  

garstasLevel 2

How to identify what data in the tax return is from AutoFill vs entered manually?

Is there a form which displays all of the slip data which originated from AutoFill? Or is there some way of subsequently identifying which slip info was from the AutoFill vs a slip manually entered? Thank you.

sdesai8000Level 1

turbotax not giving an option to transfer dst credit to parents for line 31800?

Turbotax Online - Not giving me an option anywhere to add information for Line 31800

user17761132803Level 1

importing 2024 info to 2025 online version of turbo tax

I am going absolutely bonkers. I have tried 32 times to "start my tax return" and each time the online version attempts to transfer last year's data, I get an error message with a stupid puppy. I have called 3 times and had extremely lengthy conversations and done all the things and still no luck. Nobody who works at turbo tax is able to help me and now I am ready to say screw it and find a new program. I have 2 self-employed returns to do and we are a family of 6, and all the info from years past is in the online version. How do I get this imported properly without having to re-add it all myself?

kavitatulLevel 1

Purchased TurboTax (8 Returns) online from Walmart so that I can import data from my last year 2024 data files from my TurboTax online account. How to do, step by step?

user17758495695Level 1

How do i transfer my daughters disability tax credit to my spouse as he has the higher income

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ColleenruddyLevel 2

How to I transfer my son's returns to a new account? He is old enough to do his own now and would like to transfer his data to a seperate Turbo Tax account.

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A220fteLevel 1

When I try to import the data from CRA, the CRA window opens in a very small window with large font, so it is impossible for me to navigate to the BMO Icon. Any advice?

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amberpeatmanLevel 2

Can I get turbotax online to carry forward information from my 2024 return?

I have filed using turbotax online for at least the past 6 years. Normally it says welcome back and carries forward my information including self-employment. This year it is not bringing info forward no matter what I try.

eudraLevel 3

Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter any amount in "Amount wishes to transfer" box, it returns an error.

Error "Your claim for tax deductions transferred to Québec is greater than 45% (maximum allowable) of the total tax deductions claimed." is showing when I try to enter any amount which is below the 45%. If I use form method, I am able to do it. Could this be fixed once for good, so we don;t have to deal with the same issue each year?