How do we add T3.s for Robert Petrie and T5 for Helen Olson - It is income

Here are the steps to enter T3 and T5 slips using our TurboTax Online version:

If doing a spousal return (both returns simultaneously), sign in to your account.

 

T3:

1. Select Find at the top right corner and enter T3
2. Select T3 Mutual Fund/Trust Income Allocations and Designations from the list of results, and then select Go
3. On the T3 - Summary step, select Enter New T3 for Robert
4. On the T3 - Trust Income and Designations step, fill out the form in TurboTax with the information from your T3 slip. Select Done With T3
5. Select Done With T3s on the next screen.

T5:

1. Select Find from the top right corner and enter T5
2. Select T5 Investment Income from the list of results, and then select Go
3. On the T5 - Summary step, select Enter New T5 for Helen
4. On the T5 - Investment Income step, fill out the form in TurboTax with the information from your slip. 
5. Select Done With T5
6. On the next screen select Done With T5s

Related Information:

TurboTax FAQ: How do I enter a T3 slip? 

TurboTax FAQ: How do I enter a T5 slip?

 

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