Filing

@alegomaris

 

We have checked further into this and there is no need for you to switch from the Online version to the Desktop version as the entry can be made in the online software.

 

To do so, from the sidebar in TurboTax Online,

  • click on Income > Investments > Capital Gains and Capital Gains Deduction Profile.
  • check the box beside Capital gains from the sale of a partnership
  • this will then trigger a box to appear on the Capital Gains Summary page allowing you to enter the Capital Gains at a 100% inclusion rate. 

To sum things up, there is no need to use the CD/Download version of TurboTax and you can keep your scheduled review appointment on Saturday using the Online version. We have tested this, the calculation is correct and the entire amount you enter in this box will show up on Line 19900. You may want to refer to this interaction with the agent doing the review.

 

I have attached screenshots showing how to enter this amount, as well as a shot of the Schedule 3 itself showing the correct inclusion.