What Turbotax is doing (at least the - Standard CD and Download - version picked up at Costco) is claiming ALL of the tuition (past and current years) to current year and the REFUND IS ALMOST 5K.
Per the CRA website - I should be able to claim some from current or past years to reduce amount owing to zero. When amount owing is zero any combination of the following is applicable:
- Transfer some (up to 5k) from current year tuition to a spouse or parent or grandparent
- Claim some for current year to get a refund
- Transfer some to claim in subsequent years
However the Turbotax tool is claiming all, and none of the fields in schedule 11 (e.g. line 10) is editable. Same for easystep, after completing T2020 - it's saying 0.0 eligible for transfer.
That is not happening with another vendor product - the transfer is allowed. It is possible that there is an error with the Turbotax product as other people have reported the same issue in this forum. The problem is repeatable and hopefully can be fixed.
