This technique for including joint ownership applies to the T3 and T5008 data as well as the T5. While our investments are jointly owned the CRA autodownload feature only provides the T5, T3 and T5008 to one of us. You do not need to reenter any of the information in the other owner's tax form, just enter your percentage and the balance is automatically added to the spouses tax forms. (It took me 3 years to figure out how to do this but Turbotax was working correctly and automatically.)
