Turbo Tax Online Version not auto-filling box14 for T5008

[Houbento]

Totally agree with many comments. Why not have defauly be capital gains! also date, in many cases could be default to 31/12/2024. Very annoying a nd waste of time to have to do this. Same problem last year. Thought i was doing something wrong.

Not sure how many users need to complain before something is done about it.

[marilynb3591]

Is this problem being corrected?  I've tried multiple times, wasted hours and it still won't load T5008.  If I have to self enter all of these I might as well be using either the desktop version and self enter, or hand it over to a professional.  The hours I've wasted I might as well have just worked those at my job and would be ahead.

If this isn't going to be corrected after many years of doing my own taxes with turbo tax online, it will be  my last.

All it needs to do is to add it to my income!   

And, multiple times it won't let me go back and access my T slips at all; it locks into a page, and often just won't let you move around while your trying to figure out how to solve the problem.

[Anonymous]

@Houbento We understand that this is not ideal, but this is not an information included in the Auto-File option from CRA. You can also combine them and keep track of your T5008 on a spreadsheet for your records.

As per CRA - February 14, 2025 - Auto-fill my return:

While the proposed effective date for the increase to the capital gains inclusion rate has been deferred to January 1, 2026, the CRA is maintaining capital disposition reporting for period 1 (dispositions that occurred before June 25, 2024) and period 2 (dispositions that occurred on or after June 25, 2024). This applies to both the T1 and T3 income tax returns. Period 1 and period 2 reporting is being maintained to ensure continued alignment with the tax slips that have already been published and are currently being issued to Canadians and filed with the CRA. As well, the proposed increase to the lifetime capital gains exemption applies starting with the capital dispositions in period 2 of qualified farm or fishing property and qualified small business corporation shares.

Note: Auto-fill my return service will not deliver box 14 of the T5008, Statement of Securities Transactions, which is relevant for period 1 and period 2 reporting of capital dispositions, and boxes 270 to 273 on the T5013, Statement of Partnership Income. Please ensure that all proper fields on the return are filled in correctly, including information not delivered by the Auto-fill my return service, and that the information provided is true, accurate, and complete.
 

Thank you for choosing TurboTax.

[harjitsgill]

More garbled gibberish.

Just write the code that will read the dates from the T5008 and fills them in my tax return, in the appropriate boxes. Not rocket science in 2025. If your boys don't know how to do it, just ask AI, it will write the code for you.

[TurboTaxAniqua]

@harjitsgill We appreciate your feedback, but it appears that this data is not being imported from CRA. We will forward your comments to the relevant department. Thank you for your patience.

[harjitsgill]

Lame, garbage answer. 

How come that data is there when I download T5008?

[rorypanton]

I submitted all the dates manually from my trades and it still won't upload my return ? Grr wasted hrs messing around with this . Any Ideas how to fix this or do I go Back to paper?

[harjitsgill · Accepted solution]

A year has passed and nothing has been done.

As I understand it; CRA is not providing Box 14 data to Turbo Tax Auto-fill software.

Nonetheless, this data is available on T5008 downloaded from the trading houses.

Turbo Tax should provide an option to upload T5008 (Trading Summary).pdf file to their website, and then extract the required information. This should not be a difficult task in 2026 (ChatGPT?)

This is how I got around to it this year, little bit of work, but not too hard at all.

-Download T5008 (PDF) from your trading house.
-Copy all the text using mouse (left click + drag, right click copy.)
-Paste it into a text file (Notepad.)
-Clean up the text file, preserve BUY and SELL rows only and save it.
-Open MS Excel blank sheet. Click in the top left cell.
-Data->From Text/CSV, select and import your text file.
-Delete all the columns, preserving BOX 14, Type, and BOX 21 columns.
-Select all the data cells, click Filter button in the Data tab. (Ctrl+Shift+L will toggle the filters as well.)
-A pull down arrow will appear on top of each column.
-Click on arrow, filter by SELL only. Select and copy these filtered cells and paste in a new sheet.
-Following item is golden.
-Select the date column and change the date format from mm/dd/yyyy to dd/mm/yyyy. Format Cells->Number->Date->Type.
-You should have a nice Excel sheet with just the information you need. At this point, even the SELL column can be deleted
-Triple check your Excel sheet with T5008 (PDF) for accuracy.
-Now you can copy/paste the cell contents directly into each of your T5008 'Date of Disposition (dd/mm/yyyy)' Box 14 entries.

Let me know if this worked for you. 

[ralpha1]

I'm sure this might work. However, I decided to remove all the T5008 forms that were imported from CRA and instead input the totals in a single T5008 entry. Since the date is no longer relevant from an inclusion %age point of view, I used Dec 31, 2025 as the date for the single entry. The only issue was deleting the 420 T5008 entries that were imported (despite the fact that I specifically  set the import to skip over the T5008s.

[TurboImpotBrenda]

Thank you for your feedback concerning the T5008. If your investments are all from the same company, then your investment summary should provide the accurate totals.