Troubleshooting

Before calling support, I double-checked everything and found the source of the problem.  I figured I should document this in case someone else experiences the same problem.

 

In form T1135, there is a set of two checkboxes on whether one is reporting foreign property above $250K or between $100K and $250K.  Just picking the later and filling in Part A works for form T1135.  However, it will not copy results to Quebec form TP-1079.8.BE-V.  To ensure copying takes place, one must also select "tick the appropriate box for the method of filing" that appears in a tiny font just above the start of Part A section of the T1135.  Doing so (ie ticking "Part A - simplified reporting method"), transfers data to the Quebec form.

 

Since I use the form method for filing my taxes, I do not know if the East-Step approach would have automatically ticked the Part A checkbox and thus result in TP-1079.8.BE-V being filled out properly.  Maybe yes, maybe no.

 

Thank you for the support.

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