@annapengfamilybrings up a very valid concern. They correctly realize that a "mixed" T3 with capital gains/interest cannot be allocated in the way proposed by TurboTax. Why is this so complicated? Is TurboTax going to warn me if there is no increase in the spousal tax credit, which is a criteria required to do the transfer? Can you clarify if the dividend transfer is allowed both federally and provincially?
Are spousal dividend transfers handled by TurboTax Premier?
