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Level 1
posted Aug 4, 2020 12:06:57 PM

Dividend error - help please, cant Netfile for Quebec

Hello, 

 

I have a T5/RL3 slip with an amount on box13/case D only.  Turbotax keeps showing the same error even if i completely delete the slips: 

 

Your taxable dividend does not equal your actual amount of eligible dividends multiply by 138% plus your actual amount of ordinary dividends multiply by 115% or you have a taxable dividend but no dividend tax credit.

 

Can someone provide help on how to fix this error please? 

 

Thank you

1 31 3863
24 Replies
Level 15
Sep 23, 2020 10:50:09 AM

This is how to properly enter your T5 slip and Releve 3 when using TurboTax CD/download

 

  • Select the image of the magnifying glass (or Find) in the upper-right area of TurboTax.
  • Enter “T5” in the Find window.
  • Select T5 / Relevé 3 Investment income from the list of results, and then select Go.

The Entering your federal T-slips and relevé slips step appears.

 

  • Select T5 / Relevé 3 - Investment Income.
  • Select Continue.

The T5 - Investment Income step appears.

 

  • Fill out the form in TurboTax with the information from your slip.

Note: If the slip is for joint investment with your spouse/partner, enter the portion that you’re claiming where it says Your percentage.

If you’re preparing your return together with your spouse/partner's return:

 

  • Don’t enter this slip on your spouse/partner’s return; TurboTax automatically calculates each spouse/partner’s portion based on the percentage you enter.
  • The amounts you entered won’t appear on your spouse/partner’s T5 slip entry step; instead, it will be included on their Schedule 4 - Statement of Investment income.
  • Select Enter Relevé 3.

The Relevé 3 - Investment Income step appears.

 

  • Fill out the form in TurboTax.
  • Select Done With T5 - Relevé 3.

The T5 - Relevé 3 - Summary step appears.

  1. Review the information on the screen and follow the instructions below that match your situation.
  • If the information is correct, select Done With T5 and Relevé 3 Slips.
  • If the information isn’t correct, select Edit next to the slip and correct the information. When you return to this step, select Done With T5 and Relevé 3 Slips.
  • If you have more slips to enter, select Enter New T5 - Relevé 3. When you return to this step, select Done With T5 and Relevé 3 Slips.

If after you are sure it was entered correctly- and the same error occurs please contact our customer service so that they can view your screen and assist with the error.

Level 2
Apr 12, 2021 8:22:07 PM

I have tried that a number of times, even downloading the information from the CRA and Revenue Canada site.

 

I can netfile with CRA but it does not let me netfile with Revenue Quebec.

 

There must be a bug in your software.

 

 

Returning Member
Apr 24, 2022 4:07:38 PM

I have the exact same problem!

Level 2
Apr 24, 2022 7:04:38 PM

Thanks for the feedback. I think I started getting the problem when I started importing the information from CRA and RQ. If I recall correctly, I finally deleted the imported data, saved the TTF file, then restarted Turbo Tax, and then manually entered the forms manually. I will try this again. 

Returning Member
Apr 25, 2022 12:51:55 PM

I have the same issue. I have deleted the imported data form the T5/RL3 and rekeyed manually. Still getting the same error. This is occurring when entering interest only.  This must be a bug. Does anyone have a solution?

Level 2
Apr 25, 2022 2:02:41 PM

I deleted the information by first setting all entries to zero in both federal and provision returns, then going into easy forms and deleting the entries there. I then saved the file, restarted Turbo Tax and manually keyed in the entries using easy form. It worked this time. Good luck. I am certain this is a Turbo Tax problem since something is not calculating correctly using downloads from the federal and provincial sites. 

 

I am surprise that TurboTax has not addressed this problem from when it first surfaced 4 years ago. 

Level 15
Apr 27, 2022 11:54:03 AM

Thank you for your feedback, we will be sure to advise the proper team of this issue in TurboTax Desktop.

Returning Member
Apr 27, 2022 2:23:01 PM

Thank you . I tried importing the slips but deleting  the T5/RL3 before populating the forms but it seems to me like there is a flag set that I could not remove and still got the error even without entering the slips. My only other alternative was to start over all manually. So I gave up and mailed it in.  Looking forward to having this fixed for next year.....

Returning Member
Apr 30, 2022 8:27:05 PM

what is the solution?

Returning Member
May 2, 2022 1:25:52 PM

I am not sure if you are having the same issue as others like me, but I found that downloading the T3/RL16 from CRA caused a DUPLICATE form to be created that combined the data from all the separate forms but somehow did not have some of the taxable dividend on it. So after checking carefully against my T3/RL16 paper receipts, I found the duplicate form (the one that had totals of all other forms in some of the fields), and deleted that DUPLICATE. Was able to Netfile QC with no more error.

Returning Member
Apr 13, 2023 1:08:26 PM

Any resolution to this problem?  I was able to submit my federal with no issues, so info entered should be correct for the provincial.  Please provide a solution to this problem

Level 2
Apr 13, 2023 7:15:33 PM

Thank you. I will try your solution this weekend 

I can see how that happened. But I am no still upset that Turbo Tax did not repair it. That problem has been going on for a number of years. I wasted so much time trying to figure out the problem over the last few years. 

Moderator
Apr 17, 2023 9:45:54 AM

In order to help you with this situation, we believe your best option is to contact our telephone support team for further assistance, as they have the option to view your screen to help resolve the issue. To contact them, please follow this link: Contact Us

​​​​​​​Thank you for choosing TurboTax.

Level 2
Apr 17, 2023 10:52:27 AM

I am very disappointed that TurboTax had the same error for a number of years and did nothing about it. I have wasted so much time on the phone with them and they still haven't fixed problem.  I don't have confidence in them and will probably be switching to another provider

Level 2
Apr 17, 2023 10:53:47 AM

There may be a bug with the Quebec download since this is done separately

Moderator
Apr 24, 2023 3:40:35 AM

Thank you for your feedback, we value your opinion and have shared this information with the proper TurboTax team.

Thank you for choosing TurboTax.

New Member
Mar 14, 2024 5:32:17 AM

I am also getting the same error again this year (had it last year as well!).

The issue is with the import of slips for the QC portion. I will again need to go through ALL imported slips to find the incorrect entry and manually fix it. This completely defeats one of the main benefits of using this software!!!

Level 2
Mar 14, 2024 5:45:55 AM

I don't know if Intuit has solved the problem. The hours I spent trying to figure out how to resolve it were not worth the pain of entering it manually. I am appalled that Intuit brushed it off so easily, and following their suggestions was not helpful. 

They will not admit to having deficient software. Why should they? Doing so would expose them to liabilities.

They may have fixed the problem in their web version, but I will not use it because I don't want them to have access to my personal information. They had a data breach a few years back. I used their PC downloadable version instead. Besides, I do the taxes for my entire family. The web version would have cost me about five times as much, and for all that extra money I would have to spend, I get the privilege of supporting a non-responsive company while also putting my financial information at risk of being stolen.

Moderator
Mar 14, 2024 6:50:29 AM

Can you please open and update your software, and make sure everything is entered correctly and try again to see if you have this error message?

New Member
Mar 14, 2024 9:25:38 AM

As expected, TurboTax incorrectly imported QC slips; after an indepth (and tedious) review, there were two bogus T3/Rel16 that where somehow added during the import.

I removed them (after I verified that they were indeed not valid!), and the error went away. I was then able to submit my reports.

As mentioned, I have encountered this issue last year as well. This seems to be a recurring issue which many people seem to encounter year after year, and should be addressed. I will no longer use this functionality in TurboxTax.

Moderator
Mar 14, 2024 9:28:50 AM

Thank you for the update and your feedback. It is appreciated.

 

Thank you for choosing TurboTax.

New Member
Mar 14, 2024 9:47:40 AM

Hi, thank you for your acknowledgment.

However, can you please indicate if this recurring issue with the import functionality, is being actively investigated and a if a resolution is in sight?

Moderator
Mar 14, 2024 9:53:05 AM

Yes, there is an ongoing investigation for the Quebec Netfile issue at the moment. We are not informed as per the estimated time it will take. It will be included in an update asap.

 

Thank you for choosing TurboTax.

Level 2
Mar 14, 2024 10:23:59 AM

I was never able to solve the problem - I wasted too much time trying to solve it. I finally did manual entries. I have complained to TurboTax for three years and they have done nothing to resolve it. That shows how little they care about solving problems