Thank You. I did contact Customer Service this morning but after more than an hour on the line they were unable to connect me to a higher level of support to resolve my issue of not being able to Save my returns to PDF or Continue to NetFile.
While waiting I was able to determine what may be blocking me. While we have no Capital Gains we do use Quebec Form TP-766.3.4 to report Split Income from a pension. TurboTax Standard is using version (2024-10) of this form, but Revenue Quebec provided an update to this form on (2024-12) which is publicly available on their website. Note that this update was more than two months ago!
Revenu Quebec TP-766.3.4 (2024-12)
The only change is in Section 2.2 Taxable Capital Gains, Line 33 Inclusion Rate which now reads "50%" (2024-12) instead of "2/3" (2024-10) In the Capital Gains FAQ it explains "The Ministère des Finances du Québec has decided to defer the increase until January 1, 2026. As a result, the inclusion rate for the 2024 taxation year is 50%."
Three Points:
- The change in policy and form was made in December 2024, more than two months ago, so there is no excuse for TurboTax to have not updated this form in a timely manner.
- As I have no data in this section of form TP- 766.3.4 there is absolutely no effect on my Quebec taxes, so why is my return blocked.
- As far as I can determine we use none of the Federal forms that are said to be locked, so why can't we proceed with our CRA NetFile to obtain our refunds?
Despite waiting online for more than an hour Customer Service was unable to connect me to a higher level of support to see if my TurboTax Standard 2024 can be unlocked. They simply say they are working on the issue and I will have to wait until sometime in March to file my Canada and Quebec returns.
This is very disappointing and completely unacceptable.
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