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Filing
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.