Can I download documents from CRA a second time a week later? All documents were not included in a download I did on March 01. Or will this duplicate data?

[dolezsar]

I know I can enter this information manually, but would feel more confident if the information from all T forms came from CRA web site.

[TurboTaxAniqua]

Yes, you can absolutely use Auto-fill My Return (AFR) again. In fact, it's very common to do so since many financial institutions don't have their slips (like T3s or T5008s) ready until later in March.

You have to make sure that you are avoiding the double entries.

When you run Auto-fill a second time, TurboTax will show you a list of all slips currently at the CRA (both the ones you already downloaded and the new ones).

You will see checkboxes next to the slips.

New Slips: Check these to import them.

Duplicate Slips: If you see a T4 that you’ve already imported and the numbers haven't changed, uncheck it.

If you finish the download and see that your income has suddenly doubled in the summary:

Go to the left-hand menu and select "Income" or "Tax Slips."

Examine the list of slips. If you look closely, you'll notice two identical entries. Simply remove one of the duplicates.

If you have a large number of investment trades (T5008 slips), exercise extra caution. TurboTax Online occasionally struggles with merging duplicate T5008s. If you notice a significant increase in your "Total Income" after the second download, it is likely that your capital gains entries were doubled. In that case, you'll need to navigate to the Investments section and remove the duplicate lines.

Thank you for choosing TurboTax.