Troubleshooting

Since we are seeing no visible progress in getting a fix the code 95365 error and the related error of not being able to calculate a spousal split (e.g. 50/50) of the capital gains entered on the T3 form, I'm starting to make alternate arrangements, just in case we get too close to the April 30 filing deadline without a resolution from Intuit.

 

Today I opened a Basic (i.e. free / pay what you want) account with WealthSimple. After a few minutes of initial disorientation, I soon discovered that it was actually easier to enter me and my wife's tax returns with WeathSimple versus TurboTax. They even provide a very easy-to-follow guide if you are switching from other software: Switching to Wealthsimple Tax: What you need from last year's return.

 

I also found that it had no problems whatsoever with splitting capital gains between me and my wife. Furthermore, it did not create the conditions that would lead to error 95365.

 

I haven't yet Netfiled my return from WealthSimple. I want to wait a few more days and see if TurboTax fixes their bugs. Then I can compare the results between the two softwares. However, I already did a quick "sanity check" where I temporarily overrode the wrong amount on line 12700 of the T1 in TurboTax with the right (i.e. split) amount from WealthSimple. After doing that, both programs calculated the exact same refund for my wife and I. Therefore, I'm quite confident that WealthSimple is doing the right thing. Yay!