How to i do a CRA Import (auto-fill) a second time?

[macnec]

I am using TurboTax download 2023 and doing a joint submission for both my spouse and I via EasyStep.

First time through I did a CRA Import for myself but not my spouse (hit skip import) and I noticed not all my T slips where on CRA site yet. I have since confirmed through the CRA site that my slips are now there and I want to redo the CRA Import but EasyStep is only allowing me to import for my wife and does not prompt for the CRA Import for myself. I have repositioned back as far as Profile and when stepping into CRA Import it ignores my return. 

How do I get Auto-Fill to rerun the CRA Import? 

[TurboTaxSusan · Accepted solution]

Go into Forms mode, and make sure you are selected at the bottom. Then select File > Import Tax Data... from the top most menu. It should bring you to the Auto-Fill page for you.

[macnec]

Works like a charm, thank you Susan you are the best!

[TurboTaxGinette]

You are welcome.

Thank you for choosing TurboTax.

[billfung123]

When I do a second-time Auto-fill, will all my data entered in TurboTax up to that point (some data are outside CRA slip data) be completely wiped out? Or, just the CRA data will be over-written with the second Auto-fill?

Also, in the TurboTax help page, it says no capital gain/loss data is to be Auto-filled from CRA, but it appears that the T5008 slip is downloaded (except the 'Invest Type' field is blank). Isn't that the T5008 slip already containing the capital gain/loss data?

I have a PC download version of TurboTax.

[TurboTaxBrenda]

You only want to auto-fill once. You do not auto-fill your T-Slips to go in twice- it will double your income. 

Capital Gains are reported on T5008s (stocks), T3s (trusts), and T5013s (partnerships) and can be self-entered on Schedule 3 within TT0 under "Income > Investments > Capital Gains and Capital Gains Deduction Profile".  

For the slips, if you auto-fill your T5008 review them make certain they are entered as Capital Gains and not Investment Income, as there is a choice to be made.  

Thank you for choosing TurboTax

[Benandlora]

The import tax data from CRA is greyed out

[TurboTaxAniqua]

@Benandlora Autofill option is not available by CRA at this time and that is the reason you do not see that option in TurboTax. CRA will reopen on the 24th of February and all the services will be resumed that time.