topic Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter... in Importing your data

Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter any amount in "Amount wishes to transfer" box, it returns an error.

eudra — Fri, 23 Feb 2024 16:21:05 GMT

Error "Your claim for tax deductions transferred to Québec is greater than 45% (maximum allowable) of the total tax deductions claimed." is showing when I try to enter any amount which is below the 45%. If I use form method, I am able to do it. Could this be fixed once for good, so we don;t have to deal with the same issue each year?

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

Moussi2 — Fri, 23 Feb 2024 16:38:05 GMT

Thank you for reporting this issue. We will have our team look at it, so it can be fixed on our next updates.

Thank you for choosing TurboTax

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

eudra — Sat, 24 Feb 2024 16:07:48 GMT

Hi,

Any update? Could we know the time frame when this will be corrected?

Thanks.

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

TurboTax_Susan — Sat, 24 Feb 2024 18:23:54 GMT

Unfortunately, we don't have a time frame for a fix yet. We'll let you know when we have an update.

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

eudra — Fri, 01 Mar 2024 19:04:06 GMT

Last week I was on the phone with TurboTax and I was told that this issue will be fixed and update should be available that same day. Today I was finally prompted to install new update but our issue was not fixed at all. Can someone from TurboTax contact me and let me know when we can expect the fix for this issue?

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

TurboTaxBrenda — Sat, 02 Mar 2024 01:59:25 GMT

We will update this thread as soon as we have an update. Thank you for your patience.

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter any amount in "Amount wishes to transfer" box, it returns an error.

Marcuspolus — Wed, 09 Apr 2025 15:41:59 GMT

Just input the amount in the form on line 43800

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter any amount in "Amount wishes to transfer" box, it returns an error.

JohnPaul4 — Fri, 11 Apr 2025 13:22:27 GMT

To enter transfer amount go to Provincial - Other Credits - Select Tax transfer for residents of Québec who earned income in another province and from which federal tax was deducted check box - Select continue then enter the amount of tax deducted outside Quebec

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

Bragaf — Thu, 12 Mar 2026 02:39:07 GMT

2025 tax season again same issue. Time to change to another software. Very frustrating

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

TurboTaxBrenda — Thu, 12 Mar 2026 13:39:06 GMT

@Bragaf Which TurboTax software are you using?

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

eudra — Thu, 12 Mar 2026 15:47:30 GMT

@TurboTaxBrenda, I originally reported this issue in 2024 (look above the date and details), and I can confirm that the very same issue is still present in 2025 version, as @Bragaf reported . I am using TurboTax Standard 2025.

Sorry to have to say this, but this looks bad. This should be very easy fix for your developers … but obviously nobody really cares enough to fix it, and people are frustrated with a reason.

In the easy mode your software does not let us make the transfer to QC.

I was able to find a solution by switching to Forms mode, and enter my amount manually in the appropriate field (and I did the same workaround last year, since your company didn't fix the issue like you promised they would)

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

TurboTaxBrenda — Thu, 12 Mar 2026 16:37:59 GMT

Can you please clarify where you see that error? Is it in the review section or when you go to File? If we can get a screenshot or picture, it would be great.

Thank you for choosing TurboTax.

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

Bragaf — Thu, 12 Mar 2026 16:39:56 GMT

This years version 2025

also reached out to support number which unfortunately was not able to help. Solution would be to change it manually on the forms.

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

Bragaf — Thu, 12 Mar 2026 16:52:39 GMT

Here you go your screenshot.

yes I have made sure that my t4 shows that o work in the province of Ontario

yes my province of residence is Quebec

yes I have done it 3 times, twice I did it without importing the files from cra and revenu Québec. Still did not let me enter the value and this is the screenshot

i had to redo all of it on UFILE and that worked perfectly.
after 10+ years of using this software this is the second year in a row that I have this problem.

Last year I submitted without doing the manual 45% transfer and now I have to pay thousand of dollar ahead of time to renevu Quebec because of the submission last year. Like I said this is very frustrating and paying 60$ for the software that doesn’t take into consideration QC is very disappointing.

i already for a refund at your convenience

thank you

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

TurboTaxBrenda — Thu, 12 Mar 2026 17:31:47 GMT

There is something missing, as it shows that you have no eligible tax to transfer. Then you entered an amount, which would give you an error.

We reviewed as a couple and entered the amount in both T4s—the only way you would have this issue is if you accidentally entered an amount in box E of your RL1.

If box E in your RL1 already had tax deducted, you need to verify with your employer if that tax was in fact paid to Quebec. If yes, then you would be ineligible.

Otherwise this is how it goes through:

As you see an amount under each person, you need to calculate 45% of each amount and enter it in the boxes provided.

As you can see below it automatically transfers to the FORMS

Thank you for choosing TurboTax.

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

eudra — Thu, 12 Mar 2026 18:02:16 GMT

"If box E in your RL1 already had tax deducted, you need to verify with your employer if that tax was in fact paid to Quebec. If yes, then you would be ineligible. "

In my case I work in ON and live in QC, and only part of the QC tax was paid through my employer. As a result I overpaid the federal tax and have to pay tax owing to QC. So yes there is amount entered in my RL1 (the amount that was paid to QC tax), but I should still be able to transfer the tax owed to QC if it respect following:

“You can transfer, to the province of Quebec, up to 45% of the income tax shown on Federal information slips …”. Why would TurboTax make it ineligible in this case? And why I am eligible to do this if I use "Forms" mode but not in "Easy mode"?

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

Bragaf — Thu, 12 Mar 2026 19:21:21 GMT

I am not going through all the screenshots I had in detail. This is an example where I went to forms and tried to continue from here. I am not here to troubleshoot, simply stating the facts that there is a bug in the system that has yet to be addressed.
like I said before I tried several times before calling support and during support entering differently. I only took screenshot of this one which was one of the trials I did.

Also I mentioned before I called support.

sorry guys I am no longer entertaining this conversation.
thank you and hope in the future this gets resolved.

good luck

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

TurboTaxBrenda — Fri, 13 Mar 2026 18:54:25 GMT

Would one of you be willing to send us your return so that we can enter the issue with our investigation team? Please let us know, and we will email you the required information.

Much appreciated.

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

GavinScharfe — Mon, 30 Mar 2026 14:57:03 GMT

I have the premium desktop version for 2025 this year and I am still having issues with transferring the ammounts. in the easy step it shows no available tax transfer but if I go to the forms and manually change the line 43800 then the box will appear on the easy form but gives me an error saying it is over the 45%, doesn't matter if I put the right amount or just 1$. this also makes it so I can't netfile my taxes.

How can we fix this?

Re: Tax transfer for residents of Québec issue again this year. When using Easy step, and I enter...

TurboTax_Susan — Mon, 30 Mar 2026 20:50:01 GMT

@GavinScharfe If you finish your return, and then make the change in Forms mode and then file without going through EasyStep again, does it give you an error when you try to NETFILE?