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?
Do you have capital losses that have carried forward from your return from last year?
The T5 is the Statement of Investment Income, so you would need to use TurboTax Premier Online or higher.
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.
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.