code # 95365 how to fix this?

[VISTEC]

this is stopping me also. not good.

when will this be fixed?

[VISTEC]

MY WORK AROUND!!!!

i got it to submit.

copy the full amount from box 21 into box 53, enter zero for box 52. It worked for me!

make sure the same amount is in both boxes 53 

[Blue_Knight]

@VISTEC Don't be misleading, that's not a fix it's a work around.  It doesn't work for anyone who has a capital loss instead of a gain.

[VISTEC]

sorry

it was MY work around and i wanted to share if it could help others in anyway 

[Bluebird11]

Appreciate others are having the same problem. I think it is a CRA problem because the text on my 95365 error message says "...minus line 12 in Chart A" which is a 50% inclusion percentage, not a data field.  Is that the same for others?

[JeffWi]

Please read the previous posts - this is NOT a CRA issue - it is a Turbotax software issue

[Freddie44]

If this is TT issue only then why the same problem with Ufile and Wealth simple tax?

[DCH75]

Freddie44 - Maybe there are multiple problems, and maybe other software platforms have (or had) similar issues, but it is 100% a TurboTax issue.  That's not really in question here.  I can see in my own return, that TT is putting the wrong amounts on the form, by putting a "zero" as the sum of gains on T3 slips.  It's not a CRA issue when you can clearly see incorrect numbers being populated by TurboTax on the forms!  I can see it's wrong before I even attempt to transmit it by Netfile.

[mlg352mg]

Update - 31-march - this Turbo tax issue has been preventing me from submitting a return in which I would be getting a significant refund.  In addition to refunding the cost of the software Turbo tax should also be responding for positive or negative interest charges if the issues are not resolved by tax filing dates.

Personal use case tied to this error. 

Turbo Tax standard - have used it for multiple years and the following scenario has existed for multiple years without errors  

One T3 record  Box 21 shows value A

• 60% / 40% split with spouse
• Other boxes 
  • Box 52 shows B
  • Box 53 shows C
  • Grand total matches to two decimal points value A 

According to the CRA Error definition 

• If you have capital gains reporting on line 17600 (Schedule 3 - need to look a forms view) then a corresponding entry is required on line 68140 in Chart A on Form T936 - that amount in line 68140 cannot be less than line 17600

Form Schedule 3 

• line 17599 (shows info from box 52) shows B
• Line 17600 (shows box 53) shows value C
• Line 19900 = D (50% of value A from box 21 on T3)

Form T936 

• Line 68140 = per spousal split (60% * box 21) -= Value E
  • The 60% split is triggering the the error when netfiling as the value in 68140 is less than the total of box 21 on all T3
  • Form T936 does not appear to reflect the split across two integrated returns

While I have seen the suggestions to override the detailed forms, or 'fake' additional T3's to trick turbo tax into working properly I think the risk is that you will trigger future CRA issues/audits/questions downstream. 

Note in 2023, while there was a different %split the values in 17600 match the value in 68140 

[mlg352mg]

The other series problem with this is how Turbo Tax is addressing/not addressing the issue.

1. When I talked with an online representative I asked for a Support Ticket Number; no ticket number was given to me.
   1. My issue should have created a support ticket with a support id. 
   2. Then the only communication I should be getting from Turbo Tax is a communication on issue status  and resolution date. 
2.  My inbox has been blowing up with this tread as many others are experiencing the same issues /frustration.  This is not the proper way to address/track a series fault with Turbo Tax and communicate to Turbo tax users.

To be fair to Turbo tax, I have been using the software for many years and this is the first truly serious problem I have had.