Problem with T1-Supp numbers on Joint Return in Tubotax Standard

[marmour07]

I have entered T5008 and T5 information in Turbotax Standard for a joint return. I initially entered 100% for just myself but later changed it to 50% for each person. The income looked very high even though I claimed 50% for each person. In looking at the T1-Supp form on each persons return the numbers are entered twice at 50%. So I even changed the % back to 100% for just myself and 0% for the spouse but there is still double entries on T5s. The total at the bottom is twice the amount it should be. Also the description field was not updated and still said (50%) when it was now 100%.

So there is problems with both the T5008 splitting (double entries) and T5 (splitting), as well as resetting the description.

Are you aware of this issue?

[TurboTaxAniqua]

Did you use the CRA Auto-Fill service? 

Also, on the T5008, make sure you did not accidentally enter Proceeds (Box 21) as Income. Only the gain (proceeds minus costs) should be considered taxable income.

Let's try some troubleshooting steps to fix this.

Go to the T5 and T5008 entry screens for both you and your spouse.

Delete the problematic slips entirely from both profiles. (Look for the "Delete" icon next to the slip in the list).

Go to the Forms Mode (if using the Windows/Desktop version) or the Summary page to ensure those lines are now $0.

Re-enter the slips from scratch for one person only.

When you re-enter the slips, TurboTax handles joint slips in two different ways, depending on the version. To be safe:

Enter the slip 100% under your profile.

Look for the specific question: "Is this a joint slip?" or "What is your percentage of this slip?"

After entering "50%" for yourself, do not manually create the slip again for your spouse. TurboTax should automatically generate the spouse's 50% entry in the background.

If the issue persists, we recommend contacting phone support so they can screen share and investigate it.

To talk to our phone support team, visit https://support.turbotax.intuit.ca/contact/

During tax season (from CRA NETFILE opening on February 24 to the regular filing deadline on April 30), support is available every day of the week during these hours:

9 AM to midnight ET for English support

Thank you for choosing TurboTax.

[marmour07]

Thanks. I did not use auto-fill. I did use the correct boxes.

I was not aware nor did it tell me not to enter the T5 and T5008 for both of us when we split. So I deleted the extra ones. Set it to 100% and verified it with T1-SUPP which showed correct for one person. I then changed the appropriate T5 and T5008 to 50% only on 1 return (mine). I rechecked the T1-SUPP and both showed the correct entries and amounts at 50% each.

Thanks for the help. It should really tell you not to enter the T5 or T5008 for a split and that TurboTax will enter it for you. 

Problem solves. Thank you