i've successfully downloaded cra info into turbotax! (this is a great system!)
the T5 amounts went into my return because i was the first person on the form.
however, we have always had our accountant manually split investment income 3 ways (son, wife, myself).
can i reduce my T5 amount to 33%, add 33% to my wife (doing both returns together) and manually add 33% to my son's return when he does his?
does turbotax have a place where i can edit amounts already downloaded?
thx!
solution found!
the online system let's you go back to various stages and adjust items as you see fit.
I down loaded my wife and my tax receipts from the CRA. Almost all the investment income is in both our names.
All the capital gains information was put in my account but my wife has previous years capital losses which could offset the capital gains for 2020. In Turbo Tax how do I transfer the capital gains /losses for 2020 from my tax calculations to those of my wife.
I saw a similar question at this website - but I can't seem to access the response