For many years TurboTax users, including myself, have been asking Intuit to upgrade the T1135 form and allow them to add additional lines as needed to each of the seven categories in Part B of the form. And every year the response by Intuit's tax experts has been the same: "I have forwarded a request to add extra lines to the T1135 form to our development team. However, a request like this, if it is acted upon, likely will not be completed this tax season." For unexplained reasons, Intuit clearly considers this issue, which is essential for many of those required to submit a T1135, not important enough to act upon, and thus it keeps ignoring this request.
As a long time user of TurboTax and its predecessors, I have been reluctant to switch to other tax software that has the option of adding extra lines in the T1135 form because I generally like the user-friendliness and versatility of TurboTax. But the hassle of the workaround options the Intuit tax experts have been suggesting, such as combining multiple items into 3 lines, netfiling the thus combined T1, and then mailing in a properly completed hard copy T1135, downloaded from the CRA website, is just not worth the trouble anymore.
Before I make the step to finally move away from TurboTax and purchase alternative Canadian tax software, I would like to know from Intuit if this long-standing issue with the T1135 form has finally been fixed for tax year 2023 (Desktop version for Windows).
Thank you. I look forward to receiving a positive response.
Can you please advise how many more lines you are requesting? They would like to see what can be done.
Hello TurboTaxBrenda,
I cannot give you an exact number of lines, since the individual requirements by TurboTax users vary widely. All I can tell you is that the fillable T1135 form that can be downloaded from CRA allows for at least 30 additional lines. And from reading posts by others I understand that other company's software allows for 15 lines and even 26 lines. These numbers are no maximums, but people simply stopped adding lines. You may also want to check your own products as I have read that the T1135 in the online version of TurboTax does allow the addition of more lines.
They will try what they can for this season; if possible, next season will improve again.
Thank you for choosing TurboTax.
This is very encouraging news. When do you expect this update to be rolled out? And will the updated T1135 then be installed automatically if one already has purchased the 2023 TurboTax?
They have steps to take and will do what is possible this season. Once completed, any updates to our TurboTax software will be included in what you have purchased. When you open your TurboTax, be sure to say "yes" for updates. Unfortunately, we can't advise which day this will be completed.
Thank you for your patience in this matter.
Dear TurboTaxBrenda,
I have the same problem. Any update on this issue?
Thank you
@antenne827 Unfortunately there is no update on this issue.
I can confirm that my print-out of the T1135 has insufficient lines. Despite being able to add upwards of 12 securities on the online version, they get truncated in the printout. Can turbotax be relied upon to file the T1135 online or should I somehow file one separately?
IOW, if i can't be sure that TT can send a proper form, I have to remove all securities online and file my own.
Just to clarify, did you fill out all 12 lines but they never printed out? Or did only the lines that you filled get printed? If you're printing your return to mail it, please note that you will only see what you filled out. This is because the CRA requires a condensed version of your tax return for mailing purposes.
Thank you for choosing TurboTax.
In Turbotax online, i have 12 securities listed. When I print a preview before filing, only 5 are shown.
If I let TT submit my T-1135 online, will it populate Part B of T-1135 with my 12 securities, or only 5 as shown in my print preview?
When you were in print preview- did you scroll to make sure it wasn't on a new page?
I have the pdf here, with "duplicate - do not send by mail".
I can pick a security that's listed on Schedule 3 (i.e. there was a transaction during the year). It's also listed in Turbotax online for the T1135 (along with 11 others), but on the pdf printout there's a single page of securities in section B and only 5 of the 12 are listed.
Thank you for the information- can you please call in to speak to an agent from our phone support lines as they have access to view your screen if there is an issue can then escalate it for you.
Thank you for choosing TurboTax.
I have purchase TT desktop for the last 10+ years. I have mentioned this deficiency for at-least the past 3-years. I have phoned support, etc. Still no fix. Under the detailed method, shares of non-resident corporations, I have 8 (eight) equities to report. This is typical for investors that buy ADRs. I see that the number of lines have increased from 3 to 5 in a very recent update. Your product is still unusable for this years T1135 netfile reporting. Will you please get the developers to update this form again to allow for 8 lines?
Well... can we get 12? 😉
@allymcbeal So the fix on your end every year is to *not* have any T-1135 reporting within Turbotax and mail in your own completed form? I still can't tell whether TT will *attempt* to report an incomplete form, so I'm tempted not to trust it and remove all of my reporting from within TT.
@allymcbeal @strayfrog_ca Every year TurboTax works on the efficiency of their software for our clients. We thank you for your feedback, we value your opinion and will share this information with the proper TurboTax team.
Thank you for choosing TurboTax.
TurboTaxBrenda or TurboTaxGinette,
Can you please confirm the comment made above by allymcbeal that the number of lines in Part B of the T1135 form in TurboTax for Windows for the 2023 tax year has now been increased from 3 to 5? Is this the case for each of the 7 categories in Part B? For those who have already purchased and downloaded their software, will they automatically receive an updated T1135 when they log in? Looking forward to your confirmation.
I have desktop version 00.01.61 build 6004 068G22. When I try the interview method, it provides 3 lines in sections 1, 2, 5, 6, 7 and provides 2 lines in sections 3, 4. When I try the forms method, I see 6 lines in section 1, 5 lines in section 2, 2 lines in sections 3 & 4, 3 lines in section 5, 5 lines in section 6, and 38 lines in section 7. When I manually enter 5-lines into section 2 of the form and save it, it is retained when I go back into the return. Whether the return prints or files it properly I do not know.
As mentioned, my issue is that I have 8 entries that need to go into section 2: shares of non-resident corporations. I bought a competitor's software, and its method does not have these limitations.
TT has never been able to provide me with enough lines. What I have had to do every year is download the fillable PDF from CRA, complete this fillable form manually (which is essentially all you do with TT), print the fillable-PDF off, sign the printed CRA-original (not TT) form, mail it through Canada post and hope it makes it. Unfortunately I purchased TT-2023 desktop, and my workaround this year was to subsequently buy a competitor's 2023 software (which allowed me to enter all 8 lines in section 2) and I will it to submit my T1 & T1135 this year.
What has been frustrating is that TT was not transparent with this limitation. They indicate you can use the product to submit a T1135, but don't indicate that their desktop version has this limitation. Have provided this as feedback every year. Nothing but crickets.
I am comfortable with desktop certified software as it keeps all sensitive information on my PC and not in a central DB (will no use on-line).
Thanks @allymcbeal, this answers my question. Snail registered mail with the fillable PDF or start over with other software that fully supports the form for netfile.
If tax information is going to get truncated into the final version of the form, it shouldn't be possible to enter it in the software in the first place. I agree it mines confidence in the overall product.
Whatever the update between when I installed TT2023 early this year (when only 3 lines were shown in both the interview and form methods), and since the last update (when 3 lines still shown in the interview method, but 5 lines appear in the forms method), I don't know how much testing has been done between these releases. The update seems rushed, and I would not depend on it.
Specifically, when I add the 5 lines using the forms method, I can save it, and the lines remain when I recall it. BUT when I switch back to the interview method, when I get to the T1135, with section 2 only the first 3 lines entered are displayed on the interview panel, and the following message appears below:
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As such, one cannot tell if this will process correctly.
Again, unless TT support gives a statement saying it is ok to use, then I would not use it.
I used QuickTax for 2007 thru 2009, and TurboTax for 2010 thru 2022. As mentioned, I will only use desktop software, and I no longer want to mail in a T1135 separately. As such, will be using another company's software for 2023 (unfortunately also bought TT2023 earlier this year, and wish I had not). Vainly, I believed they would fix this limitation by now, but it still persists. The product should indicate that it can only process a very limited T1135, and does not provide the same data-entry capability as the CRA fillable PDF.
The T1135 is more regulatory than tax, everything is manually entered, and TT seems more to check totals, but does not calculate entries. The ideal thing would be if through MyCRA you could enter your T1135 values there, instead of filling in a PDF, printing it off, mailing it to CRA, and someone in CRA re-enters the contents on the form received into their database. Tax software (ostensibly) seems to just collect the data and pass it through digitally to CRA. Unfortunately with TT desktop software, its collection of data has a number of lines limitation, and this seems to be the problem we all seem to have encountered, year after year.