Getting started

When you see the message that you need to upgrade, you can click the Back button on the bottom right of the page. It should take you back to the slip that you were filling out. Then you can click on the Back button again to get to the summary page. There you can delete the slip if it’s not needed. Finally, you can select Income>T-Slips>T-Slip Summary from the left side menu to go to a page where you can select which slips you need or uncheck anything you don’t need.

 

As for why TurboTax is not using your information from last year – when you started, did you choose a return from last year to transfer information from? If you are using TurboTax Online, you would be asked that right at the beginning of the return, if there are any returns from last year in the account.