TurboTax's "Optimizer" engine is designed to prioritize the household's lowest bottom-line tax, which often comes at the expense of secondary claims such as a child's eligibility for the Disability Tax Credit (DTC).

The CRA's logic states that if a senior has any unused credits, they must be transferred to a spouse (Line 32600) before being "shipped" to a child (Line 31800). If Line 32600 has a value, the CRA assumes the spouse is the primary supporter, thereby disqualifying the child.

Try this workaround: Switch to Forms Mode (icon at the top).

Open Schedule 2 for the spouse who is receiving the credit.

Look for a checkbox at the top or bottom that says "Tick here to not claim the transfer" or "Do not calculate." This is a formal "Election" rather than a hard override, and usually does not allow Netfile.

If you are still not able to resolve this issue, please contact our phone support team at 1-888-829-8608.

Thank you for choosing TurboTax.

Hi there @TurboTaxAniqua ,

Unfortunately, when I opened Schedule 2 in "Form", there's no option/checkbox neither at the top nor the bottom on the form to select "Tick here to not claim transfer/Do not Calculate".  Is there a special "keyboard combination" to use to show this option?

I think I'm not the only one who runs into this issue.  Therefore, if you provides the solution here, it will help others as well.

Thanks,