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Freedom11
New Member

T1A form unavailable or not finalized in TurboTax???

CRA netfile opened today 6am. So all forms should have been finalized and uploaded to the TurboTax software so they're ready to go for users. It seems there was a recent UI update to the software. I've been using TurboTax for years and loved it. This year it's like they downgraded the UI and UX to save money or something? They made it worse. Anyways regardless of this. I input all my information the same as I have for previous years. I'm attempting to do a "request for loss carryback"...applying a business loss from this 2024 tax year to my 2021 income (3 years back is the maximum and this is still within that window). I corrected checked the box. And the loss was corrected input into the box beside "apply to 2021". I paid the turbotax filing fee. And when I clicked on FILE, I get a message saying: "you can't proceed further because one of your tax forms is currently unavailable. Please check back later. FAQ page link". So I click on the FAQ and it says: "we're working hard to finalize the following forms to comply with CRA requirements. Try filing your return later. The following federal forms are unavailable" .....then in the drop down menu it lists the form I needed the software to automatically know to import which is the "T1A -request for loss carryback". What is going on??? These forms should all already be in there from Turbotax knowing long ago that the first day for canadians to file is Feb 24, 2025 6am. Is this a glitch? I spent 1hr and 10 min on the phone with the help desk who I shared my screen with and they couldn't resolve but said their supervisor would call me in 24 to 48hrs. This is unacceptable. I've never had any issues with doing a carryback, I'm within the 3 year window, and I've always loved turbotax. But it seems the software update caused many issues. When will this be resolved?? 

5 Replies
Michaeeel
New Member

T1A form unavailable or not finalized in TurboTax???

Same thing happened to me!

 

The Turbotax agent told me it was the CRA's fault... Waiting on an update on their part.

 

He couldn't give me an ETA

LJG
Level 2

T1A form unavailable or not finalized in TurboTax???

I have the same frustration but in my case I am not using any of the specific forms listed. I can not save my returns to pdf or proceed to NetFile  Very disappointed after 20 years as a loyal customer for TurboTax Standard Windows and the worse thing is that the error messages are wrong and misleading. 

T1A form unavailable or not finalized in TurboTax???

I agree it's quite concerning...

 

I too have been a loyal user for over a decade. And I loved the software. But this year they decide to mess with the UI for some strange reason. Nothing about the software is the same "flow" and it's also no longer as helpful, intuitive and user friendly. Whoever made the decision to change it should be fired. It has clearly caused all manner of backend bugs and glitches or put extra strain on the engineering team who is now backlogged with importing forms and maintaining compliance. And rather than being transparent and admitting that there are glitches or delays, they're putting the blame on the customer or the government. You will lose customers very quickly that way, guaranteed. People will lose trust if you cannot own your mistakes and correct them. Taxes ain't no joke. This is serious stuff. And as users who have paid, we are rightly owed to file our taxes, period. And without being mislead in the process. 

T1A form unavailable or not finalized in TurboTax???

@Freedom11 We understand your concern and we suggest you to visit this link from CRA.

As per CRA, they are working diligently to update their systems to reflect the currently enacted capital gains inclusion rate of one-half. However, this update may not be completed when online filing becomes available on February 24, 2025. 

This means, all forms related to, can have some wrong calculations. Some of these forms are completely locked. We're working hard to finalize these forms to align ourselves with CRA requirements. We invite you to consult this article about locked forms.

We apologize for this inconvenient and suggest you to try filing your return later.

Thank you for choosing TurboTax.

T1A form unavailable or not finalized in TurboTax???

Thank you for providing this information however I did my own research beforehand and already read about that. The form I needed has nothing to do with capital gains. It is a request to carry back a loss from this year to a previous tax year. Nothing about that rule or form has changed with CRA. 

 

As an experiment on my end, I logged back into my TurboTax and removed all information and unchecked all boxes that pertained to that "request for loss carryback" T1A form. I have the option  to carry it forward to future years so I will, if it means I can file my taxes. Removing all of that info, made my taxes as basic and simple as can be. It meant I no longer needed ANY of the unavailable locked forms. I then clicked on the FILE button again and still got the same message about not being able to proceed because forms are unavailable. 

Additionally, there were two other users who commented here that their returns were also simple and didn't require any of the listed federal forms that you're saying the CRA hasn't finalized and those users also got the same "you cannot proceed" message. 

 

So it would seem that this is a glitch. A software issue. Or a manpower labour issue with backend engineers not being able to add the forms on time after the UI software update which your help desk team member told me on the phone herself. Which there is a recording of. 

 

TurboTax is losing the trust and goodwill it has spent decades building with its user base. Please correct this asap. 

 

If I am not able to file by Friday, a refund will be respectfully requested for the service not rendered. You cannot take people's money and then tell them to file at some undisclosed "later date."