I have Joint Investments reported on your T5008, how can
they be split between spouses according to the percentage invested initially.
The CD version does NOT allow this to happen can I upload what i have done to
the online version and then split or do I have to start from the beginning on
line. Or Can I upgrade from standard to be able to do this on my personnel
computer?
When you are on the T5008 Securities Transactions page you can see at the bottom right hand corner is a place to "Enter percentage of slip to claim on your spouse's tax return" enter the percentage there that belongs to your spouse
When you download banking information from CRA you cannot split the securities as it is in just one name. Even thou the account at the bank is in two names. The reason is the bank only summits in one name to CRA. Turbo Tax will not let you split the amounts. All I can think of doing is to delete the amounts and manually enter them. Any other solutions?????
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