Troubleshooting

@gcamp54 

There is a list of about a dozen forms related to capital gains that have been locked at the request of the CRA.

 

Many of these forms auto fill as a consequence of historic data imported from your 2023 TurboTax declaration in your CARRY FWD form.

 

As I have stated elsewhere in this forum,  the capital gains calculations are activated by something as trivial as declaring bank interest in 2024 or in a previous  year's TurboTax session.

 

Once a T936 form gets activated, it hangs around year after year. The CRA has locked this form since January.

 

In mode EasyStep, when it comes time to print or save the declaration (before Netfiling), that is when a pop-up error message occurs which states that one or more forms are locked.

 

Discovering which form is locked requires using the option for Individual Forms to save each form one by one, until you hit the one causing your problem. Start by selecting a group of forms and then work your way down.

 

If you Netfiled, and you got an error about your OAS amount in TurboTax being incorrect, then in your situation, I would go into Forms mode and go inspect my T4(OAS) slip and line 11300 on my T1 form. I would also log into MyAccount on the CRA website and download a copy of the T4(OAS) slip submitted to the CRA by Services Canada, in order to compare both sides.