I finally bit the bullet and paid for the "live help" version of the software. It doesn't change much - you still just have to reach out and either chat or voice call with an agent, but the person I connected with was able to help me. So maybe they assign their more experienced agents for this product??
I wish I had written down exactly what he told me to do, but I do know it originated in the RRSP profile section. On the survivor's return, Go to RRSP Profile, then be sure to click Transfers to RRSP (I had not done this previously). This opens up the ability to manually enter an amount in the Transfers to RRSP section that comes after you enter the RRSP contribution receipt.
I hope this works for you as well.
I am in the same boat about reporting the opposite spouse's income. I will go back and finalize those entries once I am happy with the returns. It is annoying for sure.
