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?
You are most welcome, I am glad I could help. You have a great day.
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.
Please make sure you can log into your wife's CRA account firstly, then try to auto-fill.......let me know!
Didn't work for me. logged into my wife's CRA account and import still wanted to go to my CRA account which is understandable as it auto-filling my section. At the end of my T3 it wanted me to enter my wife's data manually.The website said the program should have gone to my spouse's right after auto-filling mine but that did not happen. Another fix was to go back to import and then skip auto-fill for my portion and hers would come up but that did not happen also. We both have CRA "My Account" and I also have a RepID but don't know if this is required.
Didn't work for me. My wife's CRA was open but the program went to a new tab in Chrome and wanted me to log into my account. Since TT was in my autofill section that's the only data it wanted and did not go to my spouses after (all her profile information is correct and I'm been using TT since 2016) fill my data in. I have entered her stuff manually in the past but thought the software might have been improved.
This problem continues in 2024. Intuit should really do something about this. I can get my data downloaded from CRA through Turbotax 2023, but not my wife's.
@gregarmstrong Please try logging into your wife's My Account before starting Auto-Fill for her.
I have the same issue mine downloaded from CRA but Turbo Tax does not then give me the option to download my husband's info. This needs to be fixed.
Did you try signing in to your spouse's MyAccount before trying?
As per the Canada Revenue Agency (CRA) Preparing a tax return for a family member or a friend
Individuals can also use Auto-fill my return on behalf of a family member. If you prepare a tax return for a family member or a friend, you need to:
Each individual should enter their own CRA user ID and password to use this service. Auto-fill my return can be used for the current tax filing year plus the previous six tax years.
Thank you for choosing TurboTax.