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Troubleshooting
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.
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