topic Turbo Tax Online Version not auto-filling box14 for T5008 in Filing

Turbo Tax Online Version not auto-filling box14 for T5008

harjitsgill — Sat, 29 Mar 2025 14:33:17 GMT

I'm trying to file FY2024 taxes using the online version. I've auto-pulled all the information through CRA. BUT, on T5008 Box 14 is not auto filled, and I'm getting an Error as I proceed to file. I've downloaded the T5008 from my trading house.I have a lot of trades and it's becoming very-very cumbersome to fill each item manually, especially when I'm working on two different windows; one for Turbo Tax and the other for the T5008 document from my trading house. Also, the dates for Box 21 are in two different formats. Turbo Tax is asking for dd/mm/yyyy format, while the T5008 is in mm/dd/yy format.

Please help, otherwise I'll be sitting in front of my computer for a long time......

Re: Turbo Tax Online Version not auto-filling box14 for T5008

harjitsgill — Sat, 29 Mar 2025 15:01:05 GMT

BTW: This should not be too hard to implement in year 2025. If you can figure it out, just ask AI and it will actually write the code for you.

Re: Turbo Tax Online Version not auto-filling box14 for T5008

harjitsgill — Sat, 29 Mar 2025 15:59:33 GMT

It gets worse, I selected to 'Auto-fill your tax info from the CRA into your return.', using the Re-import button; Turbo Tax pulled duplicate entries, increasing my Tax Liability or Balance owing by quite a few thousand dollars. Needless to say, THIS IS BAD, IT NEEDS TO BE FIXED NOW!!!

Re: Turbo Tax Online Version not auto-filling box14 for T5008

TurboTaxAniqua — Sun, 30 Mar 2025 14:11:36 GMT

@harjitsgill We appreciate your feedback and will forward it to the relevant department.

To ensure that all of the information you will submit is accurate and that there are no double entries, we always advise you to check your return before filing.

Re: Turbo Tax Online Version not auto-filling box14 for T5008

ralpha1 — Mon, 31 Mar 2025 01:33:57 GMT

Wow. This is a very poor reply to a very real problem. I am facing the same problem as above. I can't believe TurboTax has allowed this to happen. The date is meaningless this year since the Capital gains limit of 250K has been revoked. TurboTax should allow us to override the error and submit anyway without dates being filled in. Anything less would make the program more difficult than manual entry on forms. PLEASE FIX THIS ASAP!

BTW, except in Quebec, dates are formatted mm/dd/yyyy, except in TurboTax??? The problem above would have been alleviated if at least they were in the same format as the rest of North America so you could cut and paste from your T5008 Slip. But no! You now have to swap the DD and MM to fit the TurboTax format on every T5008 entry. There is no way to set the Date format as a preference...

Also, the type of income for T5008 entry should default to Capital Gain as opposed to leaving it blank which again forces one to access every form to set the type of income.

Simple fixes that would solve a world of problems.

Re: Turbo Tax Online Version not auto-filling box14 for T5008

TurboTaxAniqua — Mon, 31 Mar 2025 14:26:05 GMT

@ralpha1 Thank you for the feedback. We will pass this on to our development team.

Re: Turbo Tax Online Version not auto-filling box14 for T5008

harjitsgill — Tue, 01 Apr 2025 17:27:11 GMT

Support is pathetic. I tried calling the support line, it just garbled some gibberish and click, hung up on me. Called again few time, same result.

Like I said, this is a serious issue and the support is pathetic.

Re: Turbo Tax Online Version not auto-filling box14 for T5008

ralpha1 — Tue, 01 Apr 2025 18:58:30 GMT

I decided to remove all the downloaded T5008s and do a consolidated T5008 with all activities before the Jun 25 date, and a separate one for all the activities after Jun 24. It will take a while to remove all the T5008s but less time than having to enter the dates individually for each form. I happen to have 411 of them!!!

Re: Turbo Tax Online Version not auto-filling box14 for T5008

harjitsgill — Wed, 02 Apr 2025 16:12:28 GMT

Good Idea. I don't know how to do that. I entered all the dates manually, and filed the return for this year. Perhaps it will get fixed next year.

Re: Turbo Tax Online Version not auto-filling box14 for T5008

ralpha1 — Wed, 02 Apr 2025 16:54:26 GMT

Good that you managed to do all of that? How long did it take you? How many T5008s did you have?

I had 411! So I deleted them all, one by one. Took me an hour and 40 minutes. The consolidated approach took me 10 minutes to enter once I had all the data in an Excel Spreadsheet. That took me half an hour to do.

Re: Turbo Tax Online Version not auto-filling box14 for T5008

Houbento — Tue, 15 Apr 2025 21:39:03 GMT

Totally agree with many comments. Why not have defauly be capital gains! also date, in many cases could be default to 31/12/2024. Very annoying a nd waste of time to have to do this. Same problem last year. Thought i was doing something wrong.

Not sure how many users need to complain before something is done about it.

Re: Turbo Tax Online Version not auto-filling box14 for T5008

marilynb3591 — Mon, 21 Apr 2025 22:42:58 GMT

Is this problem being corrected? I've tried multiple times, wasted hours and it still won't load T5008. If I have to self enter all of these I might as well be using either the desktop version and self enter, or hand it over to a professional. The hours I've wasted I might as well have just worked those at my job and would be ahead.

If this isn't going to be corrected after many years of doing my own taxes with turbo tax online, it will be my last.

All it needs to do is to add it to my income!

And, multiple times it won't let me go back and access my T slips at all; it locks into a page, and often just won't let you move around while your trying to figure out how to solve the problem.

Re: Turbo Tax Online Version not auto-filling box14 for T5008

Anonymous — Wed, 23 Apr 2025 16:35:11 GMT

@Houbento We understand that this is not ideal, but this is not an information included in the Auto-File option from CRA. You can also combine them and keep track of your T5008 on a spreadsheet for your records.

As per CRA - February 14, 2025 - Auto-fill my return:

While the proposed effective date for the increase to the capital gains inclusion rate has been deferred to January 1, 2026, the CRA is maintaining capital disposition reporting for period 1 (dispositions that occurred before June 25, 2024) and period 2 (dispositions that occurred on or after June 25, 2024). This applies to both the T1 and T3 income tax returns. Period 1 and period 2 reporting is being maintained to ensure continued alignment with the tax slips that have already been published and are currently being issued to Canadians and filed with the CRA. As well, the proposed increase to the lifetime capital gains exemption applies starting with the capital dispositions in period 2 of qualified farm or fishing property and qualified small business corporation shares.

Note: Auto-fill my return service will not deliver box 14 of the T5008, Statement of Securities Transactions, which is relevant for period 1 and period 2 reporting of capital dispositions, and boxes 270 to 273 on the T5013, Statement of Partnership Income. Please ensure that all proper fields on the return are filled in correctly, including information not delivered by the Auto-fill my return service, and that the information provided is true, accurate, and complete.

Thank you for choosing TurboTax.

Re: Turbo Tax Online Version not auto-filling box14 for T5008

harjitsgill — Wed, 23 Apr 2025 18:21:38 GMT

More garbled gibberish.

Just write the code that will read the dates from the T5008 and fills them in my tax return, in the appropriate boxes. Not rocket science in 2025. If your boys don't know how to do it, just ask AI, it will write the code for you.

Re: Turbo Tax Online Version not auto-filling box14 for T5008

TurboTaxAniqua — Thu, 01 May 2025 12:34:06 GMT

@harjitsgill We appreciate your feedback, but it appears that this data is not being imported from CRA. We will forward your comments to the relevant department. Thank you for your patience.

Re: Turbo Tax Online Version not auto-filling box14 for T5008

harjitsgill — Tue, 06 May 2025 02:56:12 GMT

Lame, garbage answer.

How come that data is there when I download T5008?

Re: Turbo Tax Online Version not auto-filling box14 for T5008

rorypanton — Sun, 08 Mar 2026 04:11:40 GMT

I submitted all the dates manually from my trades and it still won't upload my return ? Grr wasted hrs messing around with this . Any Ideas how to fix this or do I go Back to paper?

Re: Turbo Tax Online Version not auto-filling box14 for T5008

harjitsgill — Wed, 08 Apr 2026 18:19:15 GMT

A year has passed and nothing has been done.

As I understand it; CRA is not providing Box 14 data to Turbo Tax Auto-fill software.

Nonetheless, this data is available on T5008 downloaded from the trading houses.

Turbo Tax should provide an option to upload T5008 (Trading Summary).pdf file to their website, and then extract the required information. This should not be a difficult task in 2026 (ChatGPT?)

This is how I got around to it this year, little bit of work, but not too hard at all.

-Download T5008 (PDF) from your trading house.
-Copy all the text using mouse (left click + drag, right click copy.)
-Paste it into a text file (Notepad.)
-Clean up the text file, preserve BUY and SELL rows only and save it.
-Open MS Excel blank sheet. Click in the top left cell.
-Data->From Text/CSV, select and import your text file.
-Delete all the columns, preserving BOX 14, Type, and BOX 21 columns.
-Select all the data cells, click Filter button in the Data tab. (Ctrl+Shift+L will toggle the filters as well.)
-A pull down arrow will appear on top of each column.
-Click on arrow, filter by SELL only. Select and copy these filtered cells and paste in a new sheet.
-Following item is golden.
-Select the date column and change the date format from mm/dd/yyyy to dd/mm/yyyy. Format Cells->Number->Date->Type.
-You should have a nice Excel sheet with just the information you need. At this point, even the SELL column can be deleted
-Triple check your Excel sheet with T5008 (PDF) for accuracy.
-Now you can copy/paste the cell contents directly into each of your T5008 'Date of Disposition (dd/mm/yyyy)' Box 14 entries.

Let me know if this worked for you.

Re: Turbo Tax Online Version not auto-filling box14 for T5008

ralpha1 — Wed, 08 Apr 2026 22:22:52 GMT

I'm sure this might work. However, I decided to remove all the T5008 forms that were imported from CRA and instead input the totals in a single T5008 entry. Since the date is no longer relevant from an inclusion %age point of view, I used Dec 31, 2025 as the date for the single entry. The only issue was deleting the 420 T5008 entries that were imported (despite the fact that I specifically set the import to skip over the T5008s.

Re: Turbo Tax Online Version not auto-filling box14 for T5008

TurboImpotBrenda — Thu, 09 Apr 2026 13:25:25 GMT

Thank you for your feedback concerning the T5008. If your investments are all from the same company, then your investment summary should provide the accurate totals.