If you have started your return using a self-employed version, you cannot downgrade. You do need to start over your return again in a right/required version as per your tax situation.
Since you have a T5 (interest/dividends) or T3 (trust income), TurboTax usually requires an upgrade to the TurboTax Premier version.
If you have an amount from any of the boxes on the slips listed here, you have what the CRA considers to be self-employment or business income:
- T4 slip: box 81, 82 or 83
- T4A slip: box 20 or 48
- T4A slip: box 28 and you selected Yes to the question Does the income declared in Box 028 consist of fees collected for services you provided? in TurboTax Online
- T3 slip: box 24 (foreign business income)
You will be automatically asked to upgrade to the self-employed version. Do It Yourself, Free, covers simple tax situations only. Since certain claims/expenses were transferred to the appropriate edition. TurboTax is better able to guide our customers through the filing process, ensuring that no credits or deductions are missed. If the claim/expense is not covered by your current edition, you will be automatically prompted to upgrade to the appropriate one.
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