code # 95365 how to fix this?

[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.

[Jobber9]

I'm doing taxes for my friend and he is not splitting his T3 with anyone and he still got the same code # 95365 error as I am having when splitting a T3 50/50.  

However, I'd like to try dividing all the T3 amounts in half and try netfiling again.  Does anyone know how the restrictions work with failed netfiling attempts before being locked out by CRA?  I've heard it's 5 attempts in 24 hours - has anyone had experience with this?

[TurboTaxAniqua]

We are aware of this issue, and our development team is working on a resolution. Currently we don't have any ETA. Once it is resolved, we will update you in this thread. We appreciate your patience.

[Robert216]

How is it so hard to take a number from one box and put it in another? Or fix the software not doing that?

[Hudson6]

Please let me know when error code 95365 is fixed by emailing me

[nerdboyjoe]

Since we are seeing no visible progress in getting a fix the code 95365 error and the related error of not being able to calculate a spousal split (e.g. 50/50) of the capital gains entered on the T3 form, I'm starting to make alternate arrangements, just in case we get too close to the April 30 filing deadline without a resolution from Intuit.

Today I opened a Basic (i.e. free / pay what you want) account with WealthSimple. After a few minutes of initial disorientation, I soon discovered that it was actually easier to enter me and my wife's tax returns with WeathSimple versus TurboTax. They even provide a very easy-to-follow guide if you are switching from other software: Switching to Wealthsimple Tax: What you need from last year's return.

I also found that it had no problems whatsoever with splitting capital gains between me and my wife. Furthermore, it did not create the conditions that would lead to error 95365.

I haven't yet Netfiled my return from WealthSimple. I want to wait a few more days and see if TurboTax fixes their bugs. Then I can compare the results between the two softwares. However, I already did a quick "sanity check" where I temporarily overrode the wrong amount on line 12700 of the T1 in TurboTax with the right (i.e. split) amount from WealthSimple. After doing that, both programs calculated the exact same refund for my wife and I. Therefore, I'm quite confident that WealthSimple is doing the right thing. Yay!