BobbieTax
Returning Member

Troubleshooting

New year and another wrinkle.  I don't think TurboTax understands that parents of multiple kids can separate claims...i.e. each parent can claim particular kids (in my case, 4 kids, each parent can claim 2 of the kids).  This is stated right on the CRA's website.  Last year (tax year 2020), this could be done on the online version of TurboTax.  I found out how to do it on the downloaded version.  This can still be done this year (tax year 2021) on the downloaded version (you go to the CAI Worksheet, double click on a box a bit to the left of Line 4.  It brings up a dialogue box for your dependants.  Within this you can toggle between Yes and No in a box entitled "Qualified dependant for Climate Action."  Nice and easy (except that the software should ask you this in the Interview method instead of assuming you are claiming it for all your kids, especially when you marital status is divorced or separated.  **New wrinkle for this year (tax year 2021).  Due the gov't separating the CAI payments from your tax refund (or owed amount), the line this used to be on on pg. 4 of TI General (Line 45110) is no longer there.  So you cannot go to it to on the online version of TurboTax.  As a result, you can change it so that you are NOT claiming ALL your dependants for the CAI.  It assumes you are claiming it for all of them.  Per everything above (mainly, how each parent can claim different kids for the CAI), TurboTax needs to change this.  I brought this up last year (both here and on the phone) when I initially couldn't figure out how to do on the download version.  This year, a phone rep actually said that you cannot separate it (i.e. one parent must claim the credit).  This is INCORRECT.  It is only correct in the sense that only one parent can claim it for a given dependant (i.e. both parents can't claim it for the same kid).  However, Parent A can claim for kid 1 and 2 while Parent B can claim it for kid 3 and 4.  This is 100% the case as it IS CURRENTLY POSSIBLE on the downloaded version AND it is CRA's rule.  It is inaccessible on the online version.  The phone rep we talked to does not understand the issue (i.e. what I just explained.  SEPARATING claims for different dependants is different from SPLITTING the claim for all or any given dependant/kid).  By the way, due to this issue, per a prior post, we had to subsequently AMEND our tax returns because the claims were NOT separated (each parent had claimed all 4 kids because TurboTax defaulted to this without any notification that it was even an option to separate them).  ***HOW can I SEPARATE the claim on the online version of TurboTax to file a correct/legal tax return??***