Part year non-resident - Leaving Canada- Trurbo Tax desktop bug with respect to departure date

Yes you can print to mail your return. Are you still a non-resident of Canada? 

Please make sure that you were a non-resident on December 31st- since you left in Aug. 

Thank you for choosing TurboTax.

Hi @TurboTaxBrenda  Any idea why Turbotax asks you your residency status on Dec 31, 2023 and then if you say non resident, it removes the section where you would put the date you left Canada?

As a work around, you can enter the date on the INFOWS worksheet in Forms mode. 

@TurboTaxSusan Thank you. 

If I leave the easystep question What province/Territoty did you live in on Dec 31, 2023 set to Non-Resident then go to the INFOWS form. I see that section and am able to enter the departure date on the INFOWS form

What should be entered for  Residency type? 

Turbotax seems to have auto selected on the INFOWS worksheet the following items with Xs:

1. Canadian Resident

3. Non-resident or Deemed Resident

5. Emigrant-Left Canada

However, on the easystep it is still asking to select one of the 4 options before you can continue.

I was a non-resident of Canada

I was a deemed non-resident of Canada

I was a deemed resident of Canada because I stayed for 183 days or more in 2023

I was a deemed resident of Canada for other reasons

Sorry I missed responding to your question, yes I am still a non-resident at this point and have been since Aug of 2023.

Then, you will just continue your return as is. 

@TurboTaxSusan Thank you. 

If I leave the easystep question What province/Territoty did you live in on Dec 31, 2023 set to Non-Resident then go to the INFOWS form. I see that section and am able to enter the departure date on the INFOWS form

What should be entered for  Residency type? 

Turbotax seems to have auto selected on the INFOWS worksheet the following items with Xs:

1. Canadian Resident

3. Non-resident or Deemed Resident

5. Emigrant-Left Canada

However, on the easystep it is still asking to select one of the 4 options before you can continue.

I was a non-resident of Canada

I was a deemed non-resident of Canada

I was a deemed resident of Canada because I stayed for 183 days or more in 2023

I was a deemed resident of Canada for other reasons

Choose the one that is for you and if you aren't 100% sure please contact the CRA at 1-800-959-8281 for assistance. 

Thank you for choosing TurboTax.

I'm having the same problem when using the TurboTax online version. Since it doesn't have a Forms mode, is there any workaround in the online version to enter the date when you left Canada?

@TurboTaxSusan Hi, can you elaborate what you mean by "enter the date on the INFOWS worksheet in Forms mode?" I am also missing the Residency Changes section when I chose non resident..

Is INFOWS form for desktop paid users? Because I didn't see this function (I am using free version)

Yes, the INFOWS sheet can only be seen in the Download software. As mentioned in your other post the telephone support team will be able to help you with your need in this area.

Thank you for choosing TurboTax.

Running into this same issue for 2024 taxes.  I left Canada mid-year, and I expect to pay taxes for the period that I was a resident of Canada.   But....

- Whereas the General T1 form allows for an entry of when "ceased to be a resident of Canada in 2024", I cannot use this version of the form, as my entry of Non-Resident for where I resided on Dec 31, 2024 makes me fill out a Non-Resident T1 form

- But the Non-Resident T1 form doesn't have an entry of when "ceased to be a resident of Canada in 2024"

- I've tried the work-around of entering such a data in the INFOWS (under "If your province or territory of residence changed in 2024, enter the date of your move"...

- ... but the calculations are not treating me as a part-year resident.   Line 30000 is filled in with the full-year Basic Personal Tax Credit ($15,705) rather than being pro-rated for the time (partial year) that I was a resident of Canada

Is there a solution or work-around?

@jclarke99 Please try going through the Easy Step Introduction section, and see if it will make the correct entries on the INFOWS for you. 

Thank you.  I got that to work eventually.   But ran into a new problem.

Using Easy Step, at the Screen asking "Where did you live at the end of the year?"

"What province/territory did you live in on December 31, 2024."

I selected "Non-Resident" because I left Canada permanently mid-year.   When I do this, the program won't bring up or calculate Provincial income tax.   I could have lived in Canada from January 1 to December 30, and the program won't include Provincial income tax.

My only way to get this to work was to falsely enter that I lived in Nova Scotia on Dec. 31, 2024 (where I did live for the first half of the year).  Then the provincial forms appear and are calculated.

There's a Federal worksheet that now shows, incorrectly, that I lived in Nova Scotia on Dec. 31 2024.  I can't over-ride this.  Otherwise, it looks like the T1 form is filled correctly.   I'm assuming that the worksheet won't be included when my forms are uploaded to CRA??

You will enter the province you lived in; even if you left Canada before December 31st, you will then enter the date you left and any income you had in and out of Canada for tax year 2024.  We recommend that you contact the CRA so that they can advise you on your Canadian status on December 31st, 2024. CRA: 1 (800) 959-8281

As per the CRA: Receiving benefits and credits

It's important that you tell the CRA the date you leave Canada. Generally, as a non-resident, you are not eligible to receive:

• the GST/HST credit
• the Canada child benefit (CCB) (including those payments from certain related provincial or territorial programs)

If you receive such credits or payments after you leave Canada, contact the CRA immediately.

Thank you for choosing TurboTax.

I have a similar problem.  I have a ruling from CRA that I am a non-resident as of August 2024. 

I need to file my income taxes as resident in Quebec to August.  If I put in the NR status, with departure date of August 2024, I cannot access any forms for the Province of Quebec, and it puts all income taxes reported into a federal tax category even though some are Provincial taxes which is incorrect. It then calculates the federal taxes owing as if there is no provincial component at all.  I entered the date of departure in the INFOWS sheet manually - same result.   This is clearly a bug in the software.  How is it resolved?

@NUU Are you using a Desktop version? As a workaround, you can enter the date on the INFOWS worksheet in Forms mode.

I am using the desktop version

Unfortunately, if you simply enter the date in the INFOWS, it removes all provincial forms from the filing.  This is the issue that myself and others have encountered.  There is no reporting in respect to QC, and, as well, all tax (provincial and federal) deductions are lumped together as federal tax, and no amounts are listed as provincial.I am unable to enter the provincial specific information either through easy step (it simply skips that entire section) and it does not give me access to provincial forms to do the forms method.

@NUU If you are a non-resident, it gives you the non-resident info instead of the info for a province. If you do need to prepare a Quebec return, make a copy of your finished Federal tax return, and then change the province from Non-Resident to Quebec. Then you can access the Quebec forms.

However, this means that I have to print and mail, correct?  I will be unable to netfile?

Thank you for your reply. However, it does not address the error where, once you change to Non-Resident, it then reports all income taxes deducted as Federal (both Provincial and Federal taxes) and then generates an erroneous tax refund amount of a sizable nature.  

As I am required to file with Quebec (it is a required tax filing for the part year of emigration), Quebec is using the provincial amounts to calculate refund/owing.  

Thus, the federal tax return is wrong. As I do not show as having a province of residence, it cannot allocate the provincial tax amounts deducted, and is using them all as Federal, meaning that I am double-reporting the Quebec provincial income tax deduction amounts.  

Can you please advise as to how to override, or whatever, to fix this.  I am a bit frustrated that I'm having to manually "fiddle" with data entry to produce my tax returns!

Based on my experience you'll need to select Quebec for the province you resided on 12/31/2024 even though it's incorrect.  Then your Provincial forms and taxes will show up.  You won't be able to Netfile.  You'll have to print and mail and include a note that you didn't actually reside in Quebec at year end but you had to choose this in TurboTax to activate Provincial forms.   TurboTax really needs to fix this