TurboTax makes it's calculation based on the numbers that have been entered, the software doesn't know anything about tax treaties. The 20(11) or 20(12) deductions are based on tax treaty information, which is why TurboTax Online asks "Please verify that you are entitled to claim a 20(11) or 20(12) deduction." . You have to make sure the numbers entered for the 20(11) or 20(12) deductions are correct based on the country of origin of the income/tax paid because TurboTax Online doesn't know. If you're not sure, then it's best to get that information from the CRA or from someone knowledgeable in the treaties you are dealing with before you file, instead of waiting for an audit.

Thank you Susan.

Recall, I'm not the one who enters the 20(11) or 20(12) deduction; TurboTax enters it, in my case by including an amount in line 23200. Let's pretend that I'm able to perform this research and I decide that this number is incorrect. (Apparently that is the decision CRA made last year.) I have performed some research already, using a dreaded AI tool, and learned that the foreign taxes paid should have been claimed as "Foreign Tax Credits" instead of a 20(11) deduction. Still, I didn't do the math; TurboTax did.

To my knowledge, TurboTax does not permit me to change this number on my return. Unless I am missing something, TurboTax calculates it, adds it to my return, warns me that it might be wrong, and then forces me to use it no matter what I think about the warning.

Is there a way I can override it after TurboTax warns me about it? If I am forced to accept it, then I don't understand the value of the warning.

If you get the warning "Please verify that you are entitled to claim a 20(11) or 20(12) deduction. See help for further information.", and then click on the Review button, and then the Applies to me button, you get a page where you can change the 20(11) and/or 20(12) deduction amounts.

Interesting... Thank you Susan.

I don't recall ever seeing the option to change any of those values in past years.

The hard part now for me will be tyring to figure out what the heck I might need to change them TO next year, assuming it comes up again! At least I have a plan now.

Thank you again.