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

[bluebaron]

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?

[TurboTaxSusan]

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

[bluebaron]

No.

[bluebaron]

I have a T5.

[TurboTaxSusan · Accepted solution]

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

[bluebaron]

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.

[Rose123456]

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.

[bluebaron]

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.