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Level 2
posted Feb 14, 2024 2:52:02 PM

Turb Tax Premier does not let me proceed with Rental Income. Wants me to upgrade to Self-employed. But Premier does allow rental income as advertised.

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20 Replies
Moderator
Feb 14, 2024 3:00:07 PM

Have you entered an amount from any of the boxes on the slips listed here?:

  • T4 slip: box 81, 82 or 83
  • T4A slip: box 20 or 48
  • T4A slip: box 28 and you answered 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)

Level 2
Feb 16, 2024 5:39:46 AM

 

Please see below: Rental property income and expenses should be included with premier as advertised.

Intuit Alumni
Feb 16, 2024 5:56:08 AM

When you start a new return, TurboTax will ask you questions about your tax situation and recommend the best product for you. As you work on your taxes, you may have to change products based on the complexity of your return. You may be upgraded to help claim expenses you’re entitled to, but might not know about.


Any of the entries TurboTax Susan mentioned above will direct you to an upgrade to our Self-Employed version.

 

Thank you for choosing TurboTax.

Level 2
Feb 16, 2024 8:43:13 AM

The screenshot that I included on the prevoious reply says "Rental property income" is the reason being why I am asked to upgrade. Pleaser review the screenshot again. I do not have all the boxes that Susan has indicated in her reply. Please check if there is a software issue....

 

Moderator
Feb 16, 2024 9:07:35 AM

Unfortunately, you will need to upgrade to the self-employed software, as this is a change that was made this tax year. 

Level 2
Mar 22, 2024 8:26:17 AM

I'm facing the same issue as the original poster. This is what displays when I click the "Premier" link on the page mentioned above. Premier should include "Rental property income and expenses". This is the product I've purchased in previous years to complete my return including rental income and expenses.

Moderator
Mar 22, 2024 9:08:56 AM

 

Please keep in mind the following information:

You need to determine whether the income you receive from renting out your property is considered a business or rental income. It depends on the number and types of services you provide to your tenants.

If you only provide basic services, such as heat, light, parking, and laundry facilities, then you are earning rental income from your property. 

However, if you offer additional services like cleaning, security, and meals, you may be considered as carrying on a business. The more services you provide, the higher the likelihood that your rental operation is a business.

 

If you are operating a business from your rental income, you will need to upgrade to Self-Employed and complete the T2125. You should enter your name as the business name and your home address as the business address.

 

It's worth noting that if you receive T4 slip: box 81, 82 or 83, T4A slip: box 20 or 48, T4A slip: box 28 and answered "Yes" to the question "Does the income declared in Box 028 consist of fees collected for services you provided?" in TurboTax Online, or T3 slip: box 24 (foreign business income), the Canada Revenue Agency (CRA) will consider you self-employed.

 

When you are completing your return, does TurboTax prompt you to upgrade to Self-Employed, or is it giving you a choice? 

 

Thank you for choosing TurboTax.

 

 

Level 2
Mar 22, 2024 9:33:06 AM

I am collecting rental income but I am not operating a business. How can I change the answer to the question "Does the income declared in Box 028 consist of fees collected for services you provided?"

It's prompting me to upgrade to Self-Employed (no choice) when I check the boxes for "Rental Income" and "Rental Expenses".

Thanks

Moderator
Mar 23, 2024 2:28:45 PM

@mywax 

The question "Does the income declared in Box 028 consist of fees collected for services you provided?" would be on a T4a slip, if you entered one.

 

But for tax year 2023, if you have rental income, you'll need to use the Self-Employed version of TurboTax Online.

 

Level 2
Mar 25, 2024 7:11:13 AM

I went and bought the desktop version, not paying for 'Self-employed' online. Just a money grab....

Intuit Alumni
Mar 25, 2024 7:25:59 AM

What version of TurboTax Desktop/Download are you using? We only suggested Online as your file indicates you used to use Online.

 

Thank you for choosing TurboTax.

New Member
Mar 29, 2024 5:45:17 PM

I encountered the same issue when attempting to add rental income. It's clearly stated on the TurboTax Canada website that rental income is included in the Premier version. However, I was prompted to upgrade to the Self-Employed version in order to proceed with reporting rental income.

 

I've been using TurboTax online to file my taxes for several years, and this is the first time I've needed to report rental income. I'm really disappointed with this experience.

Moderator
Apr 3, 2024 5:43:47 AM

Have you completed your return as of yet? 

Level 2
Apr 3, 2024 6:12:08 AM

Not yet

Intuit Alumni
Apr 3, 2024 6:30:49 AM

If you've entered an amount from any of the boxes on the slips listed here, you have what the Canada Revenue Agency (CRA) considers to be self-employment or business income:

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 (needs to say NO to indicate no self-employment)

If you have an amount in any of these boxes, TurboTax will ask additional questions to report the income as self-employment/business income.

When entering the amount on box 28 for the T4A, there are two (2) Box 28s. It can accidentally be entered into the wrong Box 28. This entry error triggers the warning that states there is self-employment income. Once the value is entered into the other Box 28, the warning during the review is removed.

Thank you for choosing TurboTax.

Level 1
Apr 23, 2024 7:43:34 PM

I have the same issues too! 

It seems like this year the Turbox Tax moves rental property income to "self-employed"

I won't be able to file if I don't upgrade to self-employed! :(

Intuit Alumni
Apr 24, 2024 8:19:21 AM

Since the Canada Revenue Agency (CRA) has now added rental property income and expenses as being self-employed, TurboTax made the changes to our software.

 

Thank you for choosing TurboTax.

Returning Member
Apr 26, 2024 3:41:16 PM

I am not self employed, I have no rental income and, yet, your program locked up, won't even let me go to forms anymore. It wants me to buy the self-employed version or quit entirely. What is this major nonsense?????

Returning Member
Apr 26, 2024 4:53:16 PM

You post a number to call for customer support, that means a person. There's no one there, there's no support. There's a robot that takes you around in a loop. Most frustrating. Never would've bought your product if I had known. 

 

TurboTax Online and CD/download customers can call customer support at [phone number removed].

During tax season (February 20 to May 1), we're available 7 days a week during these hours:

  • 9 AM to midnight ET for English support

Moderator
Apr 27, 2024 10:05:01 AM

The Canada Revenue Agency (CRA) considers you to be self-employment or have business income if any of the following boxes on your TSlips are filled in:
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 (needs to say NO to indicate no self-employment)
T3 slip: box 24 (foreign business income)

 

Thank you for choosing TurboTax.