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Level 1

How to autofill spouse from cra

I follow the process of starting the Import tax data process of TurboTax Premier connecting me to the regular CRA My account login. I can only access my wife's data thru Represent a Client. So I go that route getting to the point where it asks for my wife's SIN (I have access to several members of my family this way). When I type in my wife's SIN, the CRA website ignores Turbotax and goes right to the screen showing all my wife's CRA data. And Turbotax is stuck waiting for the data. There does not seem to be any way for TurboTax to get CRA to send my wife's data to my computer.

My wife has no password to access her data right now so I have to go thru Represent a Client.

I am now suspecting that TurboTax cannot import data thru Represent a Client.

How am I supposed to do this? Or will I have to manually enter her data?



4 Replies
Level 1

How to autofill spouse from cra

You are most welcome, I am glad I could help. You have a great day.
Level 1

How to autofill spouse from cra

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Level 1

How to autofill spouse from cra

OK - got it to work. I first positioned TurboTax to be ready for the import button request. Then logged on to my wife's CRA account. Then pressed Import in TurboTax and it then recognized my wife's SIN and then downloaded what was there.
(Note: I also installed an update that presented itself to TurboTax before doing this).
Thanks very much for your help and encouragement.
Level 1

How to autofill spouse from cra

Please make sure you can log into your wife's CRA account firstly, then try to auto-fill.......let me know!