topic Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3 in Troubleshooting

SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

DirkD — Tue, 25 Mar 2025 18:22:20 GMT

I have have entered capital gain amounts reported on T5008 schedules for my tax return. However, when i look at the Schedule 3, i see that these gains are NOT being brought forward which in turn is under-reporting the proper capital gains i need to claim for the year. There is a line specifically on the Schedule 3 that is supposed to show capital gains from T5008 entries and this line is blank. this is a program error that needs to be fixed ASAP. I am NOT able to override these lines on the Schedule 3 to fix this error.

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

PCasey23 — Tue, 25 Mar 2025 19:01:22 GMT

I am having the same error.

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

TurboTax_Susan — Wed, 26 Mar 2025 00:44:30 GMT

Have you made sure to choose "Capital Gains" as the type of income?

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

DirkD — Wed, 26 Mar 2025 21:45:11 GMT

That fixed it.

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

TurboTaxAniqua — Thu, 27 Mar 2025 14:57:24 GMT

@DirkD Thanks for the update. We appreciate it!

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

AG55 — Fri, 28 Mar 2025 00:03:17 GMT

Well I did that but it didnt fix the same problem for me. Any other ideas?

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

AG55 — Fri, 28 Mar 2025 00:29:26 GMT

Through trial and error I figured it out. If the date of disposition is before June 25 2024 then teh data will transfer to sched 3. but if on or after it will not. June 25th was the date that CRA was going to change the inclusion rate, but in the end the rate didnt change but it was late notice and CRA did not update all forms adn i guess the software looks for this date. Seems like a glitch in turbo tax.

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

Arlin1 — Sat, 29 Mar 2025 06:39:47 GMT

Yeah, I had to put in the disposition date to get it to work. There are two different parts to schedule 3 it could put them in based on the date - so maybe TT needs the date to know where to put it. I didn't have to do this in previous years.

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

TaxMan32 — Wed, 02 Apr 2025 16:27:43 GMT

I would hope that TurboTax could make an adjustment to solve this issue. I just had to manually insert a date of 01/01/2024 for 48 entries on one client. Downloading T5008s from CRA ends up creating an incredible number of entries....so I am not pleased...

Also, I assume that thousands of TurboTax users will not notice this issue and incorrectly file their returns....

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

jeaniess — Fri, 04 Apr 2025 20:51:50 GMT

Thank you! You found the answer - I also had 3 items that would not transfer from the T5008 form to Schedule 3, but changing the date of disposition did the trick.

HELLO out there Intuit programmers!!

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

Charleala — Sat, 05 Apr 2025 16:13:42 GMT

I have the same error, ( and did mention "investment" in the description of t5008)

Schedule 3 is not populated correctly. As I have many t5008, this error is very cumbersome..

Can I get a refund as program not working correctly?

I called and agent couldn't help. TurboTax Case [phone number removed] was closed with solutions. She said to wait and try again in a few days ???

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

Anonymous — Sat, 05 Apr 2025 18:25:59 GMT

@TaxMan32 We are aware of this issue and we have an ongoing investigation about this. As this is an issue when customers are using Auto-Fill from CRA, our team is working in collaboration with them to resolve this issue as soon as possible.

For now the option is to open each T5008 and enter the date. We understand that some customers have a lot and this is not the ideal solution.

We will inform you in this thread, as soon as we have news to share.

We thank you for your patience.

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

jeaniess — Sat, 05 Apr 2025 19:29:14 GMT

FYI this issue is NOT ONLY with autofill from CRA. I had manually entered into Turbo Tax all the T5008 details from the printed sheet from my investment dealer. Not all showed up on Schedule 3. I had to do as the other contributor to this chat said, namely change the dates of sale in order for them to transfer properly.

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

nandi1 — Sun, 06 Apr 2025 17:47:58 GMT

When is TurboTax going to fix this - I have 218 entries autofilled from CRA from T5008 and it is such a pain to add dates to all the entries in T Forms.

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

Anonymous — Sun, 06 Apr 2025 21:11:42 GMT

@jeaniess We understand this situation is not ideal and we will inform everyone, in this thread, as soon as we have the updated information.

Thank you for your patience.

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

jeaniess — Thu, 10 Apr 2025 14:22:53 GMT

Have another problem, can't find a thread anywhere. Please point me in right direction.

Has to do with the RC snafu regarding reporting capital gains from 2024 T3. RC is changing the reporting requirements regarding gains after June 25, 2024.

See these articles:

https://www.knowledgebureau.com/site/KBR/penalty-relief-from-cap[product key removed]

https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-cra-tells-taxpayers-reporting-2024-capital-gains-to-hold-off-on-filing/

My T3 slips don't show where capital gains listed in box 21 should be listed - whether in Box 52 or in Box 53 additionally.

Do you have the latest information? Thanks.

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

jeaniess — Thu, 10 Apr 2025 14:47:29 GMT

Where can I find and follow "the Turbo Tax filing section"?

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

TaxMan32 — Thu, 10 Apr 2025 15:21:18 GMT

It does not matter which box you put the gain in. Chose Jan 1 2024 as the date in the T slip data entry boxes and put all in box 52 and you will be fine

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

TurboTax_Susan — Sun, 13 Apr 2025 20:08:57 GMT

@jeaniess In TurboTax, it will show when you go to NETFILE.

Re: SOFTWARE ERROR - T5008 entries NOT rolling forward onto Schedule 3

jeaniess — Thu, 10 Apr 2025 22:09:53 GMT

Thanks. Will wait and see.