If you filled out form T1135 on its own, you will need to print it and send it by mail. However, if you included the T1135 in your tax return, you can simply go back to the "FILE" section of your return and select the T1135 to file it electronically from there.
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Thank you for the advice. However, the advice in the last comment is disconnected from the problem. Describing it again with reproduction steps for further clarity:
1. I filled out the questionnaires on TurboTax Online.
2. As part of the questionnaire, I added foreign assets to the questionnaire when TurboTax online asked me for it as part of the workflow.
3. Specifically, I added 11 items under the category "Funds held outside of Canada" when adding Foreign Assets
4. After filling out the entire questionnaire, I went to the "File" section as you're recommending in your last comment.
5. On the File page, there is a Preview button. The Preview button downloads a PDF with a watermark saying that the PDF is for my records and should not be filed.
6. I want to make sure everything from my TurboTax questionnaires is correctly reflected on this Preview PDF. Because the purpose of the Preview is for my records and for me to make sure there are no discrepancies before I click on NETFILE. Is that correct? Why otherwise would you/TurboTax offer the Preview button on the file page before the Netfile button?
7. This Preview PDF also includes the Preview of the automatically completed T1135 for my review as I would expect.
8. However, the T1135 in the Preview PDF is not correct. It includes only 5 of the line items under "Funds held outside of Canada". I expected it to show all 11 as I had filled out on reproduction step #3 above.
9. So then we're missing 6 items in the Preview PDF that makes me wonder if the Netfile will transmit the ones not included in the Preview?
So then please check and fix in the TurboTax systems the following / here are your next steps:
1. Check your TurboTax system to ensure the T1135 Netfile will transmit all of the 11 items. These are the items that I have correctly added and verified under the category "Funds held outside of Canada" on the TurboTax Online questionnaire. This is important because if the Netfile system is not transmitting all of the 11 items, it will cause serious headaches for me in the form of tax penalties as per CRA's website for under-reporting foreign assets.
2. Once you have confirmed that despite the bugs on the Preview PDF for T1135, the Netfile option for form T1135 will actually transmit all of these 11 items to the CRA, post the confirmation to this thread. This ensures that I and others running into this problem can have the confidence in your Netfile option even if the Preview PDF is wrong.
3. Fix the Preview PDF for Form T1135 to show all of the items AFTER making sure Netfile still works despite the bugs on the Preview PDF. Once you fix that problem, people like me will not be looking for this forum question because we will have the confidence that the software works as intended without skipping any important detail.
We recommend that you contact our phone support so that they can view your screen and send it in for investigation so that you can get the proper instructions.
Yupp, already done the phone chat. They sent me to this forum... ha ha. Please decide if you want me to use the forum or the phone.
Per your file, you have purchased Assist & Review and have access to your own live expert. Please contact A&R to review and make certain everything is calculating and being correctly entered in your return.
Thank you for choosing TurboTax.
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