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Because your return includes investment income, you need to upgrade before we can file
I have no investment income. I have RRSP contributions, but it says the free version covers RRSP contributions. This is before importing from CRA. So why is it asking me to upgrade?
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Troubleshooting
Do you have capital losses that have carried forward from your return from last year?
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Troubleshooting
The T5 is the Statement of Investment Income, so you would need to use TurboTax Premier Online or higher.
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Troubleshooting
It's just interest from a bank account. That doesn't seem right, but someone pointed me to another company and I'm almost done there. If it doesn't work out, I'll continue, but I think you finally lost a customer after more than 10 years.
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Troubleshooting
I came upon your post after googling about the same situation. Another long-term customer lost here - doesn't seem right to have to upgrade for a simple T5.
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Troubleshooting
Did my taxes 20 minutes later with another company. Just a breeze. They did ask for money at the end but I refused and left a detailed comment about how good their product is.