I can't complete my review because of locked forms, but I didn't use any that are listed in your FAQ. Then why?

[FitzTheBastard_]

All of the forms I used are T4, Relevés 1, RRQP slips, etc. None of the FAQ lists that is put up in the locked forms page. Is there any way to deblock it? Is this a bug?

[eastern-skier]

@FitzTheBastard_ If you are using the desktop version, set the view to EASYSTEP and go to page "Save a copy of your return for your records". Click on the option for Federal tax return, and try to save the PDF. If you get no error, then repeat for the Quebec tax return, where you will likely get a pop-up message stating that a form is locked. Now choose the option for individual forms. You will be offered a list of over 30 forms. Check off a dozen forms and see if the error is in that group. If not, move on to the next dozen while unchecking the first dozen. Deselect and select forms until you come to the single form that fails. There may be more than one form that fails. Set your view to "Forms method".  Click on the tab at the bottom of the page called "Forms" and then click on the item in the pop-up menu that corresponds to the form that failed in the previous test. You will now see the contents of the form that is failing to print and you can see which fields on this form contain data related indirectly to your slips (T4, RL3, etc.).  If your situation is like mine, you entered a T5/RL3 slip because of bank interest which locked the form called TP-726.6.  There has been a workaround posted by the moderator of the French forum that forces the software to exclude the bad form from your declaration so that you can Netfile. I prefer to wait for the update from TurboTax promised for March 6, rather than tinker with my return, as I want my TP-726.6 transmitted as is,  just in case in the future I need to declare a capital loss and I would want to get the maximum of tax relief that I might be entitled to based on my 25 year history of filing T5/RL3 slips. I realize that bank interest has never been treated as a capital gain in the past, but someday it might be, as the rules concerning capital gains and losses do change at times.

[TurboTaxAniqua]

@FitzTheBastard_ We are aware of this issue and our team is working on it and we are hoping to get this fixed by the end of the day tomorrow (March 7th, 2025). We appreciate your patience.

[eastern-skier]

@TurboTaxAniqua Please reconfirm that it is tomorrow afternoon, March 6 and not Friday afternoon March 7. A lot of your customers on the French forum have been recently advised by the moderators that the update is coming Thursday afternoon.

[TurboTaxAniqua]

@eastern-skier Yes we are expecting some updates on March 6th by the end of the day and more updates will be coming up soon too.

[Triumph2558]

I am also experiencing the same problem as described by many other TurboTax customers.  To date, there are no changes nor any program updates that gets rid of this message regarding locked forms.  This situation is unacceptable.  When can we expect to receive the service we deserve? 

[eastern-skier]

@Triumph2558 

In the following interview, which was published on March 4, Mr. Drouin of the CRA was hoping for a solution by mid-March to late-March.

Why are so many forum users so quick to blame TurboTax, when the CRA admits responsibility and all of the competition is facing the same problem with locked forms related to capital gains?

Since I can't insert the webpage link without getting a 404 "page not found" error, to see the article in your browser, you have to do a Google search with the key words Bloomberg News and the following line:

Hoping to file your 2024 taxes early?

[Triumph2558]

Thank you for sending to me the reply below.  It would appear to me that the problem is related to Schedule 3 of the Federal Tax Return and Schedule G of the Quebec Tax Return.  In both cases, I did not declare any Capital Gains or Losses for 2024.   As such, I don't understand why I, like many other taxpayers, are being subjected to this unwarranted delay in being able to file my tax returns when we are not even part of the situation described.  Someone at TurboTax should contact the CRA's and inform them of this problem!!!

[eastern-skier]

@Triumph2558 

If you declared bank interest (T5/RL3) in any year since 1988, previous versions of TurboTax that you launched may have created a historic piece of data that has been implicated in the rolling CNIL calculation which affects your potential capital gains deduction that you may one day need to use.

Is a T936 or TP-726.6 form part of your 2024 declaration?

If so, have these forms inherited CNIL data from your 2023 CARRY FWD form?

If so, that may be why your 2024 declaration has forms which are locked.

It is not TurboTax who has chosen to lock these forms. The CRA is not ready to accept these forms via Netfile or via Canada Post, until the CRA/Rev Quebec correct their platforms.

TurboTax, like its competitors, has been ordered by the CRA to lock these forms to prevent premature submissions.

See my previous post above addressed to you and do the Google search to understand the reason why the CRA is not ready.

[Bin08]

I reported rental income which is nothing to do with capital gain and loss....

I cannot file my tax return due to locked form(s) as well.  Wondering when the forms will be unlocked