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This post FROM nerdboyjoe is consistent with what I did at the start of this. It worked for me. BUT two additional points:
(1) for doing self and spousal returns, split the total appropriately and enter 100% for each one's share.
(2) folks with net capital losses from their T3s...work through his explanation carefully to see whether it works.
. I think I figured something out this morning from closely reading CRA's definition of error 95365 and then examining both Chart A of form T936 and Schedule 3. Here is that definition:
There are entries for capital gains on T3 information slips and one of the following situations applies to your client’s return:
Line 17600 on the Schedule 3 is greater than line 68140. There is an entry on line 68140 but no entry on line 17600. Line 68150 is greater than line 68140. There is an entry on line 68140 but no entry on line 68150.
If that definition is up to date and CRA's Netfile validation code is actually following it precisely, then I see a problem with the validation code. The problem is, there is no mention of Line 17599 in that definition. Why does that matter?
If you look beside line 68140 in Chart A of form T936, it says "Enter the amount from box 21 of all 2024 T3 slips". Box 21 is the sum of boxes 52 and 53 on the T3. However, on schedule 3, boxes 52 and 53 are not summed into box 17600. Rather, the sum of all boxes 52 go into line 17599 and the sum of all boxes 53 go into line 17600.
That means the validation check is comparing apples with oranges. Specifically, line 68140 includes amounts from both boxes 52 and 53 whereas box 17600 includes amounts only from box 53. Note that as per point #1 of the error 95365 definition above, box 17600 and 68140 do not have to be equal. Rather line 17600 should not be greater than line 68140. That's why the rule passes for some people (like me) but not others (like the people who said they have some negative amounts in some of the box 52 and/or 53 entries).
I believe that both WealthSimple and TurboTax would be susceptible to this CRA bug. However, the problem can be expected to be more prevalent with TurboTax if you are splitting your T3's with your spouse. That's because the current version (as of today, April 2) of TurboTax is not splitting the capital gains amount between spouses, whereas WealthSimple is splitting it correctly (yes, I checked this). If you are single, or not splitting T3's with your spouse, then I would expect that the prevalence of error 95365 would be equal in both software applications.
To workaround the issue with CRA's validation not taking into account line 17599, one possible one that I can think of is to put the sum of box 52 and box 53 into box 53 and clear out box 52 on all your T3 slips, and make sure that it equals what is in box 21. The distinction between box 52 and 53 is now irrelevant because the government rolled back the change that would have made that distinction matter (Google that if you want to fact check it).
After doing the workaround but before you attempt another Netfile, make sure you closely examine the lines mentioned in the definition of error 95365 to make sure the rules are now being satisfied 100%. If not, then retrace your steps and try again. Read the definition closely!
I hope this helps.
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