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Level 2
posted Apr 3, 2024 1:58:32 PM

Because your return includes investment income, you need to upgrade before we can file

I have no investment income.  I have RRSP contributions, but it says the free version covers RRSP contributions.  This is before importing from CRA. So why is it asking me to upgrade?

0 7 1968
1 Best answer
Moderator
Apr 3, 2024 2:21:04 PM

The T5 is the Statement of Investment Income, so you would need to use TurboTax Premier Online or higher.

7 Replies
Moderator
Apr 3, 2024 2:07:46 PM

Do you have capital losses that have carried forward from your return from last year?

Level 2
Apr 3, 2024 2:11:14 PM

No.

Level 2
Apr 3, 2024 2:14:50 PM

I have a T5.

Moderator
Apr 3, 2024 2:21:04 PM

The T5 is the Statement of Investment Income, so you would need to use TurboTax Premier Online or higher.

Level 2
Apr 3, 2024 2:25:00 PM

It's just interest from a bank account.  That doesn't seem right, but someone pointed me to another company and I'm almost done there.  If it doesn't work out, I'll continue, but I think you finally lost a customer after more than 10 years.

New Member
Apr 20, 2024 1:11:24 PM

I came upon your post after googling about the same situation. Another long-term customer lost here - doesn't seem right to have to upgrade for a simple T5.

 

Level 2
Apr 20, 2024 1:47:06 PM

Did my taxes 20 minutes later with another company.  Just a breeze.  They did ask for money at the end but I refused and left a detailed comment about how good their product is.